Finance Codex plugins

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be…

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Distill Markets gives ChatGPT direct access to US SEC filing data, served exactly as filed and traceable to the EDGAR accession that stated each number. What it covers: - Fundamentals from 10-K and 10-Q XBRL:… …a past date, every version of a fact across filings, and material revisions, for restatement-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SE… …. Figures are in the filer's reporting currency, never converted. A free account covers most tools. Analyst and Pro plans add depth: full ownership lists, point-in-time detail, cross-ticker comparison and the pre-2009 corpus.

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Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news, with every answer grounded in real, citable sources instead of guesses. Search billions of documents spanning 25+ years, including 10M+ new publi…

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Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

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Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding co…

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Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via search * revenue estimates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & co… …heck positioning, and generate crisp briefs you can drop into a memo, deck, or internal update. For analysts: turn messy questions into structured outputs (bulleted takeaways, peer lists, “what changed?” updates) grounded in your Sacra data. Available to all Sacra users from free through standard, p…

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…per villa community, and date-stamped by data edition. Ask about one building by its registered or marketing name, or get a full report on it covering every unit size, growth with both comparison periods, and each figure that was withheld for lack of evidence. Filter the whole index on your own thr… …its bedroom type, unit, period, data date and evidence count. Built for investors, buyers, tenants, analysts and journalists who need a sourced Dubai property figure. Limitations: Dubai only. Yields are gross, before service charges and other costs. Short-term rental returns are modelled from a stat…

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Research US and HK stocks with market data, fundamentals, analyst ratings, news, filings, screeners, movers, rankings, and short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and…

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Mergr is a private equity and M&A research database, now available in ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who has owned a company and for how long; which sponsors are building roll-ups in a sector; which banks advised the most softwar…

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…into ChatGPT — providing original, unbiased and comprehensive multi-asset class coverage of capital markets and economies in over 180 topics. Powered by a global newsroom trusted by the largest banks, brokerages, professional trading, wealth management and research applications globally, every story is built for AI — so you get answers grounded in live market intelligence, not stale data. What you can do: • Get the latest news on any ticker and analyze… …What is the latest news for NVIDIA and has it influenced the stock's price?" → "Summarize the major analyst rating change developments from the past hour." → "What macro events are driving markets today?"

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Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company funda… …esults, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows.

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Theia Insights brings professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure s… …ull thematic exposure from sector down to micro-theme. * Screen for thematic exposure across public markets — find the companies most exposed to a given theme, sub-industry, or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.

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Use Zacks Investment Research’s trusted data right in your AI chat — and give your AI assistant an edge. Zacks Connect AI is a Model Context Protocol (MCP) server that plugs the Zacks Rank, estimates, fundamentals, Zacks Investment Research and market news straight into your Claude chat. Financial reported data, Zacks Ranks, Data history, daily prices, Analyst consensus , reasons to buy, investment ideas.