Finance Codex plugins

Publisher description

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 earnings materials. It is…

Publisher description

…, a graded risk radar paired with the reading that would confirm or kill each risk, per-sector desk notes from shipping to art, a nine-layer world map down to chokepoints and subsea cables, and macro-economic history for around 180 countries — some series back to 1920. Every answer is dated and name…

Publisher description

…k up a Belgian company by name, fetch its balance sheet, income statement, social balance sheet and notes.

Publisher description

…or invented quotes. Beyond public content, upload and search your own private documents, including notes, internal research, artifacts, and files, alongside public filings and market data, so proprietary research and public sources can be used together in the same query. Built for anyone making a f…

Publisher description

…tomer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent cust…

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…atGPT and you can act on your close without switching apps. Create and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with Qu…

Publisher description

…in long documents, and retrieve published legal changes. Use the cited sources to support research notes, client work and internal tax analysis. Coverage, historical depth and applicability evidence vary by source and jurisdiction. IFG identifies missing evidence and partial results so professional…

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…ect and manage deals, indexed deal facts, source documents, memos, checklists, companies, contacts, notes, lender placements, pipelines, term sheets, billing state, account access, and current market reference rates.

Publisher description

…s, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design.…

Publisher description

…questions are still open, and how well each figure is supported. You can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you approve, and keeps every version so you can und…

Publisher description

…/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

Publisher description

…arratives, then read the exact section. Read a filing the way it was filed: list the statements and notes in a 10-K or 10-Q, then open one section whole, with its rows, breakdowns and the calculations that tie it together. The graph also exposes read-only Cypher, so a conversation can move from a qu…