Finance Codex plugins
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Finance plugins 93
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Centry NHR Tax CalculatorRUPERT WILLIAM BARKSFIELDCompare category-by-category tax assumptions, household cashflow and preparation dates around the supplied end of an NHR period. Edit spe...
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FinanceVersion 1.0.0 | View details → |
FeaslyFeasly Technologies LtdReal estate financial modelling for development feasibility, appraisal, acquisition underwriting, DCF valuation and scenario analysis wit... Publisher subtitle Real Estate Financial Models Show in context →4 more matching sourcesPublisher capabilities · listing …ty and appraisal Investment underwriting DCF valuation Cash flow and scenario analysis Saved Feasly models Show in context →Publisher keywords · listing real estate financial modelling financial modeling development feasibility development appraisal pro forma investment underwriting discounted cash flow DCF valuation property cash flow scenario analysis Show in context →Publisher description Real estate financial modelling for development feasibility, appraisal, acquisition underwriting, DCF valuation and scenario analysis with the Feasly Calculation Engine. Show in context →Publisher full description Feasly brings real estate financial modelling into ChatGPT. Explore a development opportunity, work through an investment case or understand the assumptions behind a valuation. Ask a question, test a change and see what it means for cas… Show in context → |
FinanceVersion 0.4.5 | View details → |
LayerzLayerzFinancial models your agent builds and edits: items, formulas, dependencies, branches. Five skills (first session, business plan, monthly... Publisher subtitle Financial models that persist Show in context →4 more matching sourcesPublisher capabilities · listing Read financial models Edit assumptions and formulas Build models from templates Compare scenarios Import actuals Export to Excel Show in context →Publisher keywords · listing finance financial-modeling excel fpa spreadsheet budget forecast cfo Show in context →Publisher description Financial models your agent builds and edits: items, formulas, dependencies, branches. Five skills (first session, business plan, monthly close, scenarios and cash, review and fix) on top of the hosted Layerz M… Show in context →Publisher full description Layerz is a structured spreadsheet for financial models, built to be driven by an AI assistant. Every line of a model is a named variable with its formula, its timeline and its dependencies, so the assistant can change an assumption and every downst… Show in context → |
FinanceVersion 1.1.0 | View details → |
ParityParityParity helps self-directed investors model and compare illustrative defined-outcome options strategies using current market data.
Choose... Publisher subtitle Model defined outcomes Show in context →1 more matching sourcesPublisher description Parity helps self-directed investors model and compare illustrative defined-outcome options strategies using current market data. Choose a security, time horizon, and desired outcome parameters. Parity identifies an available expiration… Show in context → |
FinanceVersion 1.0.0 | View details → |
SavvlySavvly, Inc.Savvly MCP helps financial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum... Publisher subtitle Model retirement scenarios Show in context →1 more matching sourcesPublisher description …ial advisors, planning tools, and AI agents compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios. These tools support the Savvly Longevity Benefit, an SEC-registered fund designed to combine market exposure with later-life longev… Show in context → |
FinanceVersion 1.0.1 | View details → |
Adviser AgentC8 Index Technologies (EU) LimitedInvestment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals. Publisher capabilities · listing Rank investments Performance and risk analytics Top picks Portfolio analysis Rebalancing proposals Model portfolios Show in context →1 more matching sourcesPublisher full description …proposals in the conversation. What you can do: - Search and rank ETFs, equities, bonds, funds and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens. - See performance and risk for any product: total and annualised return, volatility… Show in context → |
FinanceVersion 1.0.3 | View details → |
Capable Cap TableCirco, Inc.Capable Cap Table in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dil... Publisher capabilities · listing Read cap table and ownership Read stock options, SAFEs and vesting Check 409A valuations Model rounds, dilution and exits Draft changes for admin approval Show in context →1 more matching sourcesPublisher full description …g dates. - Check the current 409A valuation, its fair market value per share and when it expires. - Model a priced round (Seed, Series A and later), including SAFE and note conversion and an option pool top-up, and see the dilution for each holder. - Model an exit and see what each holder takes home… Show in context → |
FinanceVersion 1.0.1 | View details → |
InderesInderes OyjInderes analyst research, estimates, fundamentals, transcripts and investor forum for Nordic listed companies. Publisher capabilities · listing …and recommendations Query historical fundamentals Read earnings call transcripts Browse the Inderes model portfolio Search investor forum discussions List company calendar events and insider transactions Show in context →1 more matching sourcesPublisher full description …y research and earnings transcripts, query analyst estimates and financial fundamentals, browse the model portfolio, and explore investor forum discussions. Sign in with your Inderes account. Coverage is Nordic listed companies, mainly Finland and Sweden. Much of the research is published in Finnish… Show in context → |
FinanceVersion 1.1.2 | View details → |
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... Publisher capabilities · listing …completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits Show in context →3 more matching sourcesPublisher keywords · listing equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk Show in context →Publisher description …ource controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits. Show in context →Publisher full description …-error attribution, evidence freshness, research-confidence scoring, EVoI prioritization, 36 sector models, and automated audits. Tip Jar: https://ko-fi.com/quietengine Show in context → |
FinanceVersion 2.0.0 | View details → |
MagnosMagnos AI Inc.Finance workflows on your own exported files: close review, bank reconciliation, budget variance, Excel model review, SaaS metrics, data ... Publisher capabilities · listing Close review Bank reconciliation Budget variance Excel model review SaaS metrics Data profiling Board pack HTML pages Show in context →2 more matching sourcesPublisher description …nce workflows on your own exported files: close review, bank reconciliation, budget variance, Excel model review, SaaS metrics, data profiling, board pack and HTML pages. Every figure is computed in code and checked against the files. No account needed. Show in context →Publisher full description …k reconciliation that ties out, budget against actual with the lines that explain the gap, an Excel model review before the board sees it, ARR and retention, a profile of any export, a one-page board pack and a self-contained HTML page. All arithmetic runs in code, every figure is checked against th… Show in context → |
FinanceVersion 0.1.0 | View details → |
Pension alimentaire — QuébecmmccoRead-only estimator of child support under the Québec model (official 2026 table): disposable income, pro-rata split, custody adjustment ... Publisher capabilities · listing Estimates child support under the Québec model (official 2026 table), with the calculation shown Computes a parent's disposable income from annual income and deductible union/professional dues Explains the method, custody adjustment, special… Show in context →2 more matching sourcesPublisher description Read-only estimator of child support under the Québec model (official 2026 table): disposable income, pro-rata split, custody adjustment and the 50% cap, with the calculation shown. Show in context →Publisher full description A read-only helper that estimates child support under the Québec model (Ministère de la Justice du Québec), using the official 2026 base-contribution table (Regulation C-25.01, r. 12). From the figures you provide - each parent's annual income, optional union and p… Show in context → |
FinanceVersion 1.0.1 | View details → |
Wendy Market AnalyticsOoln, Inc.Deterministic market analytics for supported stocks, ETFs, options, SPX, crypto, and FX. Publisher capabilities · listing …e price sits within the session range Compare current price action with similar historical sessions Model gamma exposure by strike Identify call walls, put walls and gamma flip levels Explain where modeled hedging pressure may slow or amplify price moves Compare selected options by price, delta and… Show in context →1 more matching sourcesPublisher full description …run an analysis later and see what changed since the previous reading. For SPX and options, explore modeled gamma exposure by strike. Find call walls, put walls, gamma flip levels and areas where modeled hedging pressure may slow or amplify price moves. Select exact option contracts to compare prici… Show in context → |
FinanceVersion 1.0.2 | View details → |
Revelata deepKPIRevelata, Inc.Equity research and fundamental analysis skills powered by Revelata deepKPI. Publisher keywords · listing equity research investing financial data Excel models financial analysis financial modeling financial statements sec kpi fundamentals filings Show in context →1 more matching sourcesPublisher full description …s. Includes KPI lookup and retrieval, SEC filing retrieval, company tearsheets, automatic operating models, seasonality analysis, implied metrics, benchmarking, analyst report pressure-testing, and more — backed by the Revelata deepKPI MCP server with sentence-level provenance. Show in context → |
FinanceVersion 1.1.0 | View details → |
FMPFinancial Modeling PrepReal-time and historical financial data through a suite of tools covering stocks, ETFs, crypto, forex, commodities, SEC filings, economic...
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FinanceVersion 1.0.0 | View details → |
Allocator AgentC8 Index Technologies (EU) Limited Publisher full description …from your current weights, and a minimum or maximum number of holdings. What you can do: - Build a model portfolio with one of fourteen construction methods, from inverse volatility and risk parity to constrained mean-variance and tactical allocation, and see which constraints bind. - Compare two t… Show in context → |
FinanceVersion 1.0.2 | View details → |
Alpha SpreadAlpha Spread Publisher description …pha Spread. Give your analysis a stronger foundation with intrinsic valuations, financial data, and models built for understanding what companies may be worth. Develop more informed valuations, explore the assumptions behind them, and deepen your understanding of the companies you research, all with… Show in context → |
FinanceVersion 1.3.0 | View details → |
Alpha VantageAlpha Vantage Inc. Publisher description …unemployment, treasury yields, and the federal funds rate. Built for portfolio analysis, valuation modeling, quantitative research, and agentic workflows, from quick ticker lookups to multi-step financial analysis. Show in context → |
FinanceVersion 1.0.0 | View details → |
Altair ResearchAltair AI Publisher full description Read Altair's published AI research on about 70 US stocks and ETFs. Compare each model's rating, price target, confidence, horizon and summary, then open the underlying report to examine the bull case, bear case and risks. Intended for readers studying published market research. C… Show in context → |
FinanceVersion 1.0.0 | View details → |
Análise de Ações ListadasRODOLFO SIQUEIRA ESTEVES Publisher full description …VM, demonstrações financeiras, teleconferências, dados de mercado e pares comparáveis para examinar modelo de negócios, desempenho, riscos, vantagem competitiva, gestão, valuation, DCF, catalisadores e cenários. Se uma base licenciada for material e estiver acessível, pergunta no início se há uma se… Show in context → |
FinanceVersion 1.0.0 | View details → |
Any Exchange RateWidget Publisher description …dollars in euros?" Once the app is open, switch amounts or currencies, then carry on chatting- the model will be updated with the final figures. Show in context → |
FinanceVersion 1.0.0 | View details → |
BoersiBoersi Publisher description Boersi connects ChatGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets. Show in context → |
FinanceVersion 1.0.0 | View details → |
BoliglånsberegnerFreya Tech Publisher full description …kostninger ikke forveksles. Beregningerne er vejledende, før skat og bygger på en månedlig annuitetsmodel. Faktiske långiverberegninger kan afvige. Restgæld er ikke en indfrielsespris. Appen beregner ikke lovpligtig ÅOP, personligt skattefradrag eller fremtidige indfrielses- og omlægningsomkostninge… Show in context → |
FinanceVersion 1.0.0 | View details → |
Cake EquityCake Equity Publisher full description …organization per connection. Cake returns the figures and ChatGPT reports them. The plugin does not model a fundraise, convert a SAFE, price a share, or give tax, legal or accounting advice. Show in context → |
FinanceVersion 1.0.0 | View details → |
Candor FinanceCandor Publisher full description …ersations, and you can see each change ChatGPT made and why. Your data is not sold or used to train models. Requires a Candor account. You connect US bank, card, loan, and investment accounts on Candor's website, and access to them is read-only. Candor does not transfer money or execute trades. Show in context → |
FinanceVersion 1.1.0 | View details → |
Cash Flow FrogCash Flow Frog Publisher full description …utstanding bills, upcoming payment obligations, and open purchase orders. Push payment dates out to model cash deferral scenarios without touching your accounting system. SCENARIO PLANNING Create named scenarios and model the impact of new hires, leases, revenue streams, or one-off events. Add recur… Show in context → |
FinanceVersion 1.0.0 | View details → |
CashflowPotQuoll Unipessoal LDA Publisher full description …erms, and activity schedules into editable forecast scenarios calculated by the CashflowPot engine. Model advance payments, payment delays, retention, direct and subcontracted costs, and construction activity timing. Add simulated financing facilities such as overdrafts, PPC discounting, letters of… Show in context → |
FinanceVersion 1.0.0 | View details → |
Centry Global CashflowRUPERT WILLIAM BARKSFIELD Publisher description Model retirement, education, purchases and private-investment calls with native-currency records, explicit dated FX assumptions, ownership shares and monthly availability. Compare low/base/high return… Show in context → |
FinanceVersion 1.0.1 | View details → |
Centry Investment Fee CheckRUPERT WILLIAM BARKSFIELD Publisher description …ain native costs across currencies, apply dated supplied FX, compare proposals on stated fee bases, model fee drag, and prepare due-diligence and transition questions. No recommendation to buy, sell or switch. Work through supplied facts in the conversation or optional interactive workspace. Use str… Show in context → |
FinanceVersion 1.0.0 | View details → |
Chargebee (AU Region)Chargebee Inc. Publisher description …se cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (EU Region)Chargebee Inc. Publisher description …se cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (US Region)Chargebee Inc. Publisher description …se cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment events, plan changes, invoice records, cancellation reasons - all connected, all timestamped. Show in context → |
FinanceVersion 1.0.1 | View details → |
CirclemarkCirclemark by Revar Publisher full description …ties are stated on the document, which are a rate reset read from the recorded rider, and which are modelled, and it never presents an estimate as fact. Ask who lends on deals like this and it ranks the institutions that have closed comparable loans in a market, county, property type and size band o… Show in context → |
FinanceVersion 1.1.0 | View details → |
ClarifoClarifo Publisher full description …nswers questions about listed companies from their public filings and reported financials, not from model memory, with a source for every figure. Coverage centres on US issuers (10-K, 10-Q, 8-K earnings releases, proxy statements, 13F and Form 4 filings) and includes Nordic listed companies. - Compa… Show in context → |
FinanceVersion 1.2.1 | View details → |
Codon ValuationCodon Valuation Advisors LLC Publisher full description …method and every assumption shown. The method follows what the company provides: an option pricing model calibrated to a recent priced round, a roll-forward of an older round blended with a revenue multiple, a sector revenue multiple, or an asset-based range for pre-revenue companies. Value is allo… Show in context → |
FinanceVersion 1.0.0 | View details → |
CoinRebateCoinRebate Publisher full description …and you also get an estimate of what that volume would cost, the assumptions used, and what was not modelled (funding, spread, slippage, withdrawal fees). Pass a country and venues that CoinRebate's records list as unavailable there are excluded; the comparison tool leaves results unfiltered when no… Show in context → |
FinanceVersion 1.1.0 | View details → |
Co-InvestLiquid Publisher description …market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more conne… Show in context → |
FinanceVersion 1.0.2 | View details → |
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