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Finance Codex plugins

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Finance plugins 61

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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

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Multilingual and bilingual guidance Language selection and mid-case switching Up-front process map and preparation checklist One-question-at-a-time guided interview Plain-language explanations and choices Official property valuation res…

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Publisher description

Provide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing.

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Publisher full description

Use the homeowner's preferred language or bilingual mode. First show the complete appeal journey, what may be needed at each step, what the plugin can find, and what they will receive. Then guide them one question at a time throug…

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FinanceVersion 0.4.0+codex.20260913
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AirwallexAirwallex (Singapore) Pte. Ltd.

Publisher description

…llex's global financial infrastructure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by c…

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FinanceVersion 1.0.0
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AlephAleph

Publisher description

…m 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear, and your other tools

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FinanceVersion 4.0.0
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AllianzAllianz Technology SE

Publisher description

…way. 3. Technical terms explained simply We translate complex insurance topics into understandable language—so you can get well-informed information even before your consultation. Available products (current version): - Pet health insurance - Pet owner liability insurance - Homeowners insurance - C…

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FinanceVersion 3.0.0
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Alpaca LiveAlpaca

Publisher description

…ccount to monitor your live positions, analyze market trends, and manage your account using natural language. Use Alpaca’s Trading API and Dashboard directly if you want to execute your orders. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and dis…

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FinanceVersion 1.0.0
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Alpaca Paper TradingAlpaca

Publisher description

…and crypto. Monitor your positions, analyze market trends, and manage your account through natural language. Insights generated by Alpaca’s MCP server, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before m…

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FinanceVersion 1.0.0
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AmokDanny On The Air

Publisher description

…is missing from the corpus, Amok says so instead of guessing. The corpus is in English. Ask in any language — ChatGPT translates and answers grounded in the official text. Results support research and compliance work; they are not a substitute for legal counsel. Free, no account needed.

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FinanceVersion 1.0.0
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Análise de FIIsAnálise de FIIs

Publisher description

Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your cr…

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FinanceVersion 1.0.0
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Antevo WealthVestAI LTD

Publisher description

Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond li…

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FinanceVersion 1.1.0
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Bajaj BrokingBajaj Financial Securities Limited

Publisher description

…ket and account context while keeping access controlled. It helps investors and traders ask natural-language questions about their Bajaj Broking account and market data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cle…

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FinanceVersion 1.0.0
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Bigdata.comRavenPack

Publisher description

…RavenPack's financial knowledge graph resolves company and entity names automatically, so one plain-language question surfaces the right filings, transcripts, news, and data. No manual ticker matching, fabricated numbers, or invented quotes. Beyond public content, upload and search your own private…

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FinanceVersion 10.0.0
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BinanceBinance

Publisher description

Binance for ChatGPT lets you access and explore Binance public, read-only market data using natural language. Retrieve current and historical prices, order books, recent trades, candlesticks (klines), and exchange metadata across Spot, Futures, and Options. No authentication is required. This app do…

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FinanceVersion 5.0.1
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Borderless BudgetBorderless Budget LLC

Publisher description

Connect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency.

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FinanceVersion 1.0.0
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Chargebee (AU Region)Chargebee Inc.

Publisher description

…live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full c…

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FinanceVersion 1.0.1
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Chargebee (EU Region)Chargebee Inc.

Publisher description

…live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full c…

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FinanceVersion 1.0.1
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Chargebee (US Region)Chargebee Inc.

Publisher description

…live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full c…

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FinanceVersion 1.0.1
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Chronograph GPChronograph

Publisher description

…e company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two separate Apps for different client user types: Chronograph GP for General Partner users and Chronograph LP for Limited Partner users.

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Publisher full description

…investments, surface company-level metrics, and access private markets portfolio data using natural language.

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FinanceVersion 2.0.0
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Chronograph LPChronograph

Publisher description

…odex, users can access the full depth of their trusted private markets portfolio data using natural language, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited P…

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FinanceVersion 2.0.0
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DrivetrainDrivetrain

Publisher description

Use natural language to analyze your Drivetrain data in ChatGPT. Fetch metrics, dimensions, and versions, explore trends, and generate insights seamlessly.

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FinanceVersion 1.0.0
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EmbatEmbat

Publisher description

…treasury forecasts, accounting, PSP reconciliations, payments, and intercompany positions in plain language — answered with your real numbers from Embat. TellMe inherits your existing permissions, so every reply is scoped to what you can already see. Make your treasury management system a native pa…

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FinanceVersion 1.0.0
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Euroland AppEuroland IR

Publisher description

…s to explore and visualize company financial data through interactive charts generated from natural-language queries. The app provides access to structured financial information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific me…

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FinanceVersion 1.0.0
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ExpensifyExpensify, Inc.

Publisher description

…t and get answers from your real data — not guesses. Connect your Expensify account and ask natural language questions about your finances. ChatGPT will query your actual account to answer them. What you can ask: - "How much did I spend on travel last quarter?" - "Which team members have unsubmitted…

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FinanceVersion 1.0.0
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Gemral EdgePhuong Uyen Pham

Publisher description

…e Reliability / Credibility score, realization rate, time accuracy, promise-execution timeline, and language-drift/contradiction alerts (and it follows executives across companies). What's about to move the market: a Breakout Watch / catalyst radar of upcoming market-moving events — drug-approval de…

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FinanceVersion 1.0.0
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GREIFusion Edge Technologies LTD

Publisher description

…art in real estate abroad with GREI. Search global property investment opportunities using everyday language, starting with GREI listings in Greece and Cyprus. Describe what you are looking for, such as renovated apartments in Athens under €150k or properties in Cyprus near the beach, and GREI will…

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FinanceVersion 1.0.0
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GrowPanelGrowPanel

Publisher description

…atform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR…

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FinanceVersion 1.0.0
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HarmonicHarmonic AI, Inc

Publisher description

…et detailed company profiles with funding, location, founders, and network connections. Use natural language to find companies matching specific criteria. Create and manage lists of companies and people. Access your team's network mapping and saved searches. Discover startups earlier, research them…

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FinanceVersion 4.0.0
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InsurConnectACE Agents Inc.

Publisher description

…e find licensed Property & Casualty insurance agents in Texas by location, insurance need, carrier, language, and rating. It can show public agent details, create a consent-based connection draft, connect a consumer to the matched agent after explicit TCPA consent, and record an opt-out request.

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FinanceVersion 1.0.0
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

Connect your Interactive Brokers account to ChatGPT and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt ChatGPT to draft trade instructions — for exampl…

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FinanceVersion 6.0.0
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KeyBid PulsKeyBid

Publisher description

…purchasing for short-term rentals. Covering 56 countries and over 191 cities, it supports multiple languages including English, Romanian, Spanish, and Greek for seamless global use. Ideal for property owners and investors seeking data-driven insights to evaluate vacation rental opportunities. Explo…

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FinanceVersion 1.0.0
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Learn to invest with AJ BellAJ Bell Business Solutions Ltd

Publisher description

…er you’re learning the basics, exploring different investment ideas, or trying to understand market language, Learn to Invest with AJ Bell makes it easier to find trusted educational content and answers to your investing questions. This experience is for information purposes only and is not a person…

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FinanceVersion 1.0.0
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LSEGLSEG Engineering

Publisher description

…eep market insights, perform complex calculations and analyse financial instruments through natural language interactions.

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FinanceVersion 9.0.0
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LSEG AILSEG

Publisher description

…capabilities, foreign exchange market coverage, and LSE24 Exchange order workflows through natural language.

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Publisher full description

…alyse instruments, perform complex calculations and move from analysis to execution through natural language interactions, governed by their existing LSEG account entitlements.

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FinanceVersion 1.0.0
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MassiveMassive.com, Inc.

Publisher description

…ts, market news, technical indicators (SMA, EMA, MACD, RSI), and market status. Ask ChatGPT natural-language questions — "show me NVDA's opening cross" or "chart AAPL's daily bars this quarter" — and get answers backed by licensed, exchange-sourced market data. Built for traders, quants, analysts, a…

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FinanceVersion 2.0.0
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MercuryMercury

Publisher full description

…nal finances in the same place you’re already doing the rest of your work. Ask questions in natural language and turn your financial data into answers, analysis, and action. Understand cash flow and spending, review business cash and runway, and identify vendor payments that may need attention. For…

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FinanceVersion 3.0.0
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Morningstar Credit AnalyticsMorningstar Credit Analytics LLC

Publisher description

Morningstar Credit Analytics brings CMBS and CRE CLO surveillance data into ChatGPT. Ask in plain language and get answers grounded in Morningstar Credit's loan, deal, bond, property, and portfolio datasets.

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FinanceVersion 1.0.0
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MSCI ConnectorMSCI Inc.

Publisher description

…uery entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural language, including performance, benchmarks, holdings, exposures, constituents, and methodology insights.

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FinanceVersion 8.0.0
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