Finance Codex plugins

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Chronograph GP provides portfolio monitoring, valuations, and analytics solutions for private capital investors. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograp…

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FactIQ gives ChatGPT and Codex primarily read-only access to sourced investment and economic data through one normalized warehouse. Research official statistics across the US, UK, EU, China, India, Singapore, and international institutions; inspect company filings and earnings-call intelligence; query market movements, business news, executive media appearances, trade, and satellite-derived signals such as rainfall, fires, air quality, nighttime lights, shipping, and reservoir levels. FactIQ can discover datasets, run read-only SQL, calculate com…

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…s 50+ countries; 30+ years of fundamentals; expert interviews; and podcasts. RavenPack's financial knowledge graph helps resolve company and entity names automatically, so a plain-language question can surface relevant filings, transcripts, news, and data. This reduces manual ticker matching and hel… …unded research workflow. Go beyond public data by bringing your own research into the picture. With appropriate permissions, upload and search private notes, internal analysis, artifacts, and files alongside public filings and market data. This combines proprietary insight with external evidence in a single query. Connect through ChatGPT without writing code. Once connected, start searching cited financial data with a plain-language prompt. Source coverage varies by account and entitlement. Bigdata.com provides research, not investment advice; review…

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Chronograph LP provides portfolio monitoring and analytics solutions for private capital investors. Through the Chronograph LP App within ChatGPT and Codex, 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.…

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Economico is the agentic finance function for ambitious founders who want the financial rigor of a company with a finance department, without hiring one. Economico isn’t another copilot or dashboard to l… …own agent connects over MCP and does the work, recording each business’s history in a hash-chained, append-only ledger. The agreement is recorded first, so most reconciliation never has to happen. The result is one connected history of what you charge, what each customer agreed to, what they used an… …e a fictional SaaS company before bringing your own books. You choose the business and permissions. Code, Stripe and email access require separate authorization in your agent. Economico records evidence you provide; it does not move money, send invoices, sign agreements or file taxes. Burn and runwa…

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…os Labs is AP automation (accounts payable automation) for ChatGPT. It turns supplier invoices into coded, verified, ERP-ready vendor bills: invoice capture and data extraction from PDFs, GL coding by your rules, 2-way and 3-way purchase order matching against receipts, and vendor bill posting to Ne… …yable and AP workflow automation: vendor invoice automation, invoice processing automation, invoice approvals and posting, exception management, duplicate invoice detection, non-PO invoice coding, ERP invoice integration, spend analysis and NetSuite AP automation. InvoiceIQ also offers InvoiceIQ AR, AI accounts receivable and AR automation for order-to-cash invoicing: shi…

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myocr.app converts PDF bank statements into Excel files and checks that the balances add up to the cent. Upload the bank statement in the chat and ask to convert it. myocr extracts every transaction with da… …bits, must equal the closing balance. If the numbers don't add up, it tells you right away, so you know a transaction is missing or was misread before you import the data into your accounting. What you can ask: - a bank statement in Excel, with the balance check; - a check of a balance check report (code BCR-…); - invoices and tables from PDFs or photos in Excel, and the text of scanned documents; - the progress of a long conversion and how many pages you have left. Documents up to 100 pages and…

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…t directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and cryp… …e (KAP) documents. Data collected: ForInvest account credentials (for OAuth authentication), symbol codes and date ranges you query, and session identifiers. Tool inputs and outputs are not stored beyond the active session. Financial data returned by tools is sent back to ChatGPT for display. No personal data is sold or used for advertising. Privacy Policy: https://mcp.forinvest.com/…

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…FX Hedge is decision support for treasury and investment teams. It provides analytics only: it does not give investment advice, make recommendations, or execute transactions. A C8 FX Hedge subscription is required; you sign in with your subscription email and a one-time code - no API keys.

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…see how a car insurance policy could be structured, focusing on clarity and customization. Use this app to design a potential policy configuration, learn about protection details, and get an estimated price without any commitment. Key Features: • Detailed Coverage Analysis: Receive detailed breakdow… …ance concepts (e.g., "additional coverage" or "exclusions") to ensure you fully understand the terminology used. • Interactive Customization: Understand policy parameters, such as liability limits or specific coverage inclusions, to see how they influence the insurance estimate. How it works: Simply… …license details, vehicle data (registration plate, date of first registration and type of use), postcode, estimated annual mileage and payment frequency preference. The Service does not collect national identification documents or any special categories of personal data.

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…nd Polymarket prediction markets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

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…arch public companies using SEC EDGAR filings. Find companies by name, ticker or SEC industry (SIC) code, search filing text, browse filings and documents, and inspect financial statements and tables. See who holds a company from 13F and Schedule 13D/G filings, what an institution holds, and insider… …or quotation against the filing it comes from and get a link that highlights it in the source. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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…nnual accounts filed with the National Bank of Belgium, as structured JSON with the official rubric codes and labels in Dutch, French, German or English. Look up a Belgian company by name, fetch its balance sheet, income statement, social balance sheet and notes.

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…ourself. Responses point back to the sources that control the issue, including the Internal Revenue Code, Treasury regulations, revenue rulings and revenue procedures, IRS guidance, and federal case law. State and international authority is included where the question calls for it. Common uses: - Re… …l. Research usage is metered against your Bizora account credit balance. Bizora is a research tool, not a substitute for professional judgment. Review the cited authority before relying on any answer in client work.

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…imates a user's home-buying capacity in France from their income, expenses, down payment and postal code: maximum budget, monthly payment, notary fees, debt-ratio scenarios (28/33/35%), estimated surface at the local DVF price, and an interactive map of real property sales (official French DVF open data) around the target town. The app can also give the fixed Empruntis reference rate for a 10, 15, 20 or 25-year loan. Estimates are computed from official DVF sales data and fixed reference rates — no fabricated listings or prices.

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facturillo keeps your Panamanian receipts ("facturas") organized automatically. Scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which store do I… …s the result on the factura it created. Added facturas appear in facturillo like any other factura. No tool deletes a receipt. Requires a facturillo account (facturillo.com). Baskets, the price watch list and price exports need a connection approved for reading and adding (a new connection asks for…

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…ant Trading gives AI agents access to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest tra… …vant to each task and retrieve focused results, keeping interactions concise while working with the application’s current capabilities. Requires Codex desktop with the Browser plugin and a HeyTraders account. Paper workflows use simulated balances and do not send orders to a trading venue. The public plugin does not place, modify, cancel, or monitor real orders; run live strategies; or connect exchanges. Sign-in is completed by the user in the applica…

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…test trading strategies with LONA™. Describe your logic in plain language, or bring your own Python code. Read, edit and version your strategies. STRATEGIES • Turn ideas into Python strategies with immutable versioning. • Create and maintain your own strategy code. MARKET DATA • US and China stocks… …interactive 2D and 3D charts. WALK-FORWARD ANALYSIS • Test optimized parameters on historical data not used during optimization to help assess robustness and detect overfitting. • Rolling and anchored windows: optimize in-sample, then test out-of-sample. • Review stitched out-of-sample equity and d…

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…futures data, indices data, forex data, and crypto data through Massive.com's financial data API — no code or scraping required. Stocks & equities: Real-time stock prices, historical stock data, tick-level trades and quotes, OHLC aggregates and candlestick bars, market snapshots, and stock ticker refe…

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…the Ginnie Mae MBS Guide, the VA Lenders Handbook (M26-7) and USDA HB-1-3555, plus the CFR and U.S. Code sections they rest on. Built for mortgage compliance, underwriting, QC and servicing teams: income and asset rules, property and appraisal requirements, servicing and default reporting. Ask a question the way you'd ask a colleague, in plain words or loan-file shorthand like "DTI" or "RSU income". ChatGPT finds the governing sec… …h check comes back with the rule it rests on, and your documents stay in your chat. Read-only, with no sign-in or account. Questions outside mortgage regulation get "not found" rather than a stretch. Results are for research and are not legal advice: verify against the primary source.

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Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and it turns on how alternative minimum tax (AMT), holding periods, state tax… …then you choose, the way an investment firm would. Every result is computed against the federal tax code plus all fifty states and the District of Columbia. The 2026 federal constants match IRS Revenue Procedure 2025-32. Federal cases reproduce to the cent against the independently maintained PSL Ta…

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Build and refine strategy code for TradingView, Python, MultiCharts, MT4, MT5, NinjaTrader and cTrader, with static audits, backtest analysis, Monte Carlo simulations, walk-forward reports and portfolio analysis. Supports Pine… …MQL5, NinjaScript C#, and cTrader C# or Python. Your AI assistant authors candidate code from your approved rules; compile and backtest locally in the target platform. Static checks and imported results do not prove runtime correctness or future profitability. No broker access or trade execution.

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Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and gover… …every cycle, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Sava…

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…d content, and the exchange rate that follows from it. Supported currency catalog: The live list of codes every `currency`/`base` parameter accepts — ISO 4217 fiat plus the metal codes. No API key, account, or registration is required. StackerScan is not a dealer and sells no bullion; its tools return price data only. Results are structured JSON mirroring the open HTTP API documented…

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…"Write an RSI indicator and add it to my chart." You describe it in plain words; ChatGPT writes the code, runs it on StrategyTune and tells you what it found. StrategyTune is a backtesting platform. Every run uses real recorded market data, tick by tick, with real bid and ask prices and no look-ahead, in a sandboxed cloud. A simple strategy backtests a year of history in seconds, so you can try an idea, change one rule and try again. Forex, crypto (BTC and ETH), gold and other commod… …ns in your StrategyTune account. - Run research code over the same data: count how often something happened, measure values at specific moments, compare variants. - Work with the chart you have open: read bars and indicator values, add and configure indicators, mark conditions on the timeline, switc…

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…h the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

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Wondering what a UK home is worth? This app helps you explore that inside ChatGPT using real sold prices and energy-performance certificates — not guesswork from listing sites. Give it an address or postcode and you get a clear property report: recent sales nearby, certificate ratings and floor area where available, a map of the area, and how local prices compare on a per-square-foot basis. You can a…

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…ompts like 'convert 100 USD to EUR', 'how much is 50 usd in inr', "what's the GBP to JPY rate right now", or '250 dollars in rupees' — with or without an explicit amount, and with currency codes in any case or written as names. Returns the converted amount and the current mid-market exchange rate.

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…Swiss small businesses, freelancers and associations, connected to the user's bank. The YESbusiness app links to Swiss banks through EBICS (more than 50 banks, including UBS, PostFinance, Raiffeisen and the cantonal banks) and imports the account's transactions automatically. This plugin lets the us… …atement files (camt.053) and spreadsheets of entries; apply booking rules; and manage accounts, VAT codes, VAT periods, cost centres and accounting years. Access uses OAuth with the user's existing YESbusiness login. On the consent screen the user chooses the companies and one of three rights levels — read only, booking with the user's confirmation, or autonomous booking within an amount cap the user sets — and whether receipt files may be read. Every entry an assistant writes is tagged, listed on the company's AI activity page and can be undone. Limita…

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…ume 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 whe… …nRebate may receive compensation from the venues it covers. Referral benefits are conditional: they apply only to new accounts registered through those links, and each exchange decides eligibility. The recommendation tool states the commercial relationship in every answer and reports the rebate as c… …What is written to disk: one record per tool call (tool name, coarse parameters such as the country code, product type and exchange, whether it was answered, and a source identifier hashed with a salt that changes daily; for guide searches the cleaned search phrase; for link checks on unrecognised d…

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FamilyOFX connects ChatGPT and Codex to one family office organisation you approve at sign-in. Ask for a portfolio summary, holdings, documents, contacts, tasks, deals, and calendar. Read tools return live data for that organisation. Create and update tools do not change records until you accept the pending action in FamilyOFX under AI Agents. The connector cannot move money, delete the office, or open an organisation you did not connect.

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…heir entitled strategy library and trading accounts, read market and live-strategy data, author RaamCode strategies, run historical simulations and optimization, and stage proposed changes for human review in Save & Trade. It cannot send orders, approve baskets, arm strategies, or connect brokers. A RaamTrade account is required.

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Tradetron is a no-code platform for building automated trading strategies. Connect your Tradetron account and describe a strategy in plain English (options, futures or equities). It is built as a strategy template in y… …build. You sign in with your own Tradetron account, and every tool works only on that account. This app never places a live order: going live is done by you on the Tradetron website. This app does not provide investment advice or recommend what to trade. Backtested and simulated results do not guara…

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…nd deposit return estimates. Information is provided for guidance only; calculations are estimates, not offers or approvals. The app cannot access your accounts, perform banking transactions, submit applications, open accounts or enrol you in campaigns. Do not share passwords, one-time codes or identity documents. Owned by T.C. Ziraat Bankası A.Ş., and developed and published on its behalf by Ziraat Teknoloji AS.

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…Avalara Product Portal in your browser. Requires local browser access in ChatGPT Desktop or desktop Codex; not available on web, mobile, or cloud-backed tasks. Make requested record and configuration changes, generate reports, and work through filing and payment workflows with explicit approval for consequential actions. Available workflows depend on your Avalara products, company configuration, role, and permissions. This plugin is built and maintained by OpenAI. It is powered by c…

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…tle and description. Every album has a share link, and anyone with the link can view it. Albums are not indexed by search engines. - Add photos to one of your albums from public https image URLs (jpeg, png, webp or gif, up to 10 MB each, 10 per request). - List the albums you made earlier, newest first, to find a code or share link again. - Create private album folders, list them, and move your albums between folders. Bullion and market data (read-only): - Get current spot prices for gold, silver, platinum and palladium in USD per troy ounce. - See the bullion deals shown on coindex.app/deals, from dealer stores and Reddit sellers, lowest premium over melt first. You can filter by metal, source and maximum premium. - Search Coindex's bullion catalog by product name or weight to f…