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Finance Codex plugins

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Finance plugins 129

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FinancialFilingsFINANCIALREPORTS PTE. LTD.FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide...

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FinancialFilings

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Company filings & financials

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Publisher description

FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide, 35 million+ filings across 85,000+ tickers, with 20+ years of history. Ask…

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FinanceVersion 4.0.0
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MorningstarMorningstar Inc.Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered c...

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Morningstar

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morningstar

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Publisher

Morningstar Inc.

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Publisher description

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,…

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FinanceVersion 6.0.0
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Morningstar Credit AnalyticsMorningstar Credit Analytics LLCMorningstar Credit Analytics brings CMBS and CRE CLO surveillance data into ChatGPT. Ask in plain language and get answers grounded in M...

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Morningstar Credit Analytics

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Morningstar Credit Analytics LLC

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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 dataset…

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FinanceVersion 1.0.0
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VingsVings Financial Ltd.Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, m...

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Vings

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Vings Financial Ltd.

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Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, por…

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FinanceVersion 1.0.0
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AlphaStocksPyxlAnalyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down i...

Publisher subtitle

Stock analysis & earnings

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Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key positive, negative, and neutral signals from earni…

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FinanceVersion 1.0.0
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Alvore FinanceAlvore FinanceAlvore Finance is the workspace where financial consultants and their business clients keep the numbers an engagement runs on. With this ...

Publisher subtitle

Client finances and briefings

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FinanceVersion 1.0.0
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BankrateBankrateThis tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective,...

Publisher subtitle

Browse savings products

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This tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource.

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FinanceVersion 2.0.0
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beatandraiseMOHANA KRISHNA CHENNUPATIbeatandraise helps users research public companies using SEC EDGAR filings. Find companies by name or ticker, search filing text, browse ...

Publisher subtitle

Search SEC filings

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beatandraise helps users research public companies using SEC EDGAR filings. Find companies by name or ticker, search filing text, browse filings and documents, inspect financial statements and tables, and review reported institutional holdings and insider transactions. T…

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FinanceVersion 1.0.0
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CapycashLeonel VargasCapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial ...

Publisher subtitle

Track spending and savings

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…financial data. Users can ask for summaries, recurring expense detection, affordability checks, savings simulations, and goal-based scenario planning. It is designed to support financial planning and decision-making through a connected CapyCash account.

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FinanceVersion 1.0.0
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ClarifoClarifoClarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing se...

Publisher subtitle

Analyze public filings

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Clarifo helps users research stock-listed companies from Nordic and US public filings. The MCP tools support company snapshots, filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research,…

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FinanceVersion 1.0.0
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RoboSystemsRoboSystemsRoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's ...

Publisher subtitle

SEC filings knowledge graph

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RoboSystems turns public-company financial filings into a knowledge graph ChatGPT can query directly. SEC EDGAR: every public company's XBRL filings as one queryable graph. Pull a company's financial statements by ticker or CIK, pivot reported fac…

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FinanceVersion 1.1.0
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Coupon HivePatriot Web SolutionsInterview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

Publisher capabilities · listing

Research Planning Shopping Savings Deals Coupon Discount

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FinanceVersion 0.1.0+codex.20260915180819
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Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

Publisher capabilities · listing

Query company financials and fundamentals Analyst consensus estimates Earnings calendars and transcripts Stock prices and valuation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts

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…search stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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Publisher description

…esearch for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings date…

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FinanceVersion 1.0.2
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Dubai Wealth IndexDubai Wealth IndexRegistered Dubai property data for research: sale prices, rents, gross rental yields, growth and off-plan returns by building, area and v...

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…ull building reports with growth evidence Area and villa community records Screen and compare buildings Check a yield claim against registered records Transactions behind each median Your saved buildings and what changed

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…dex answers what Dubai homes sell for, rent for and yield, from registered records rather than listings. Figures are medians of Dubai Land Department sale transactions and Ejari rental contracts, published per apartment building, per area and per villa community, and date-stamped by data edition. As…

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FinanceVersion 1.3.1
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FinAnts Financial CoachDAVID ALEJANDRO COLLAZOS TORRESEvidence-based personal financial coaching for authorized FinAnts context.

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Financial coaching guidance Authorized-context interpretation Savings/Goals recognition Priority-based guidance (deficit, debt, goals) Mobile-friendly financial explanations

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FinanceVersion 1.1.1
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Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ...

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Entity resolution and firmographics Credit ratings and rating history Credit opinions, outlooks, and rating drivers Upgrade and downgrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial own…

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moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk pee…

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Publisher description

…rovides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain expertise and ad…

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FinanceVersion 3.0.0
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Stock Market SummaryOMEALONeutral, source-backed public-market research and financial market summaries.

Publisher capabilities · listing

Daily market summaries Stock research Earnings analysis Market news Financial data analysis

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stocks markets finance earnings economic data crypto forex options

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Get concise, neutral, source-backed research on stocks, market news, earnings, economic data, crypto, forex, options, and broader financial markets. Use Stock Market Summary for daily market briefings, ticker research, earnings analysis, catalysts, risks, and market-moving…

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FinanceVersion 1.0.0
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주식좋아하는 야구부 매니저Waiker, Inc.초보자가 기업의 사업, 재무, 가격과 위험을 쉬운 말로 이해하고 공개 자료로 검증하도록 돕는 교육용 기업 분석 플러그인.

Publisher keywords · listing

company analysis financial literacy public filings investment education

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FinanceVersion 1.0.5
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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

Publisher keywords · listing

public-equity-investing factset morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence be…

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Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment…

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FinanceVersion 0.1.31
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ALPHAPORT.AIGTO Holdings LLCBring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs...

Publisher

GTO Holdings LLC

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Publisher description

…. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return to the results when they are ready.

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FinanceVersion 1.2.0
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SimsaSplitCRIAHUB Studios UG (haftungsbeschränkt)SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, creat...

Publisher

CRIAHUB Studios UG (haftungsbeschränkt)

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis Group Holdings Limited

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis Group Holdings Limited

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis Group Holdings Limited

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis Group Holdings Limited

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FinanceVersion 1.0.0
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AieraAiera, Inc.

Publisher description

Access institutional-grade financial data from Aiera, including live corporate events, filings, company publications, broker research, and much more.

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FinanceVersion 1.0.0
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AllianzAllianz Technology SE

Publisher description

…gulations. Please review our privacy policy at https://www.allianz.de/datenschutz/allianz-versicherungs-ag/antragsteller-versicherungsnehmer-unfall-haft-kfz-recht-sach/ Where necessary, we will transparently obtain your consent for data processing and give you control over your data at all times. Im…

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FinanceVersion 3.0.0
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Alpha VantageAlpha Vantage Inc.

Publisher description

…any fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze opti…

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FinanceVersion 1.0.0
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Ambak Loan Offersambak.com

Publisher description

…compare eligible home loan offers from partner lenders, estimate EMIs, assess balance-transfer savings, and get the relevant Ambak page to continue their chosen journey.

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FinanceVersion 1.0.0
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Análise de FIIsAnálise de FIIs

Publisher description

…at match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The app is informational and read…

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FinanceVersion 1.0.0
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Bajaj BrokingBajaj Financial Securities Limited

Publisher description

Bajaj Broking MCP Connector brings your trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely search instruments, view funds and margins, check holdings and open positions, review today’s…

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FinanceVersion 1.0.0
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Balanços.AINATAN LOCATELLI GORIN

Publisher description

…any name or CNPJ, view company profiles, balance sheets and income statements, compare company rankings, and read publications with links to source documents on Balanços.AI. Financial figures are shown in Brazilian reais, with reporting periods and available data update dates. Coverage is expanding,…

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FinanceVersion 1.0.0
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Bigdata.comRavenPack

Publisher description

…d 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 s…

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FinanceVersion 10.0.0
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Bizora Tax ResearchBizora Inc.

Publisher description

Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority rather than secondary commentary. Ask…

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FinanceVersion 1.0.0
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Bull AIBull AI

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Bull AI brings company documents and data for NSE/BSE-listed Indian companies into ChatGPT and Codex. Explore annual reports, earnings materials and other company disclosures with citations; compare management g…

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FinanceVersion 1.0.0
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Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…- Compares the cost of buying with potential returns of alternative investments (stock market, savings, etc.) - No account or registration required — start simulating immediately - Toggle advanced parameters and view a full amortization table to understand every payment of your mortgage Adjustable…

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FinanceVersion 1.0.0
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