Finance Codex plugins

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Quantral tracks what retail investors and market commentators are saying about public companies across Reddit, X, Substack, YouTube shows, Korean investor blogs and regulator filings, and turns that conversation into a signal score per company. Connected to ChatGPT, Quantral answers questions like "Which stocks have the strongest conversation today?", "What is the Quantral score for NVDA?" or "What has the conversation around SNDK been about?" with live data: a ranked list of the names being talked about, one company's score for the last 24 hours and 7 days, month-by-month recaps of what people said, short stories about the bursts of chatter happening this week, the ind…

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Optimise stock and ETF portfolios with Markowitz mean-variance Measure weights out-of-sample against equal weights Run QAOA quantum portfolio optimisation on Amazon Braket SV1 Show risk, drawdown and correlation between holdings

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StockLens scores stocks every night across five domains: Fundamental, Technical, Risk, Sentiment and Macro. Every score, explained. See what sits behind a company's score. Ask about one and get: - its latest composite score and rating, with the five domain scores behind it - the named signals that most shaped the reading (up to three, each with its evidence), the business-mod… …scored in it - the same read for each company you name, to compare them Find your next idea instead of checking one ticker at a time. Discover Stocks screens the companies StockLens scores: - filter by region, exchange, sector, industry, market cap or volume - sort by market cap, volume, ticker or a…

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StockPortfolio.pro gives ChatGPT read-only research on US-listed public companies, built from the filings those companies submit to the SEC. Ask about a company's revenue, profit, margins, earnings per share, share count, cash flow, debt or stock-based compensation and get the reported history back, with each value carrying the fiscal period it belongs to and the filing i…

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Counzel for Exact Online answers questions about a company's Exact Online books from the books themselves. Ask for the cash position and forecast, what customers owe and what is owed to suppliers, the profit and loss, balance sheet and trial balance, key figures and a breakdown of any figure, budget against actuals, the Belgian VAT return and tax calendar, the month-end close checks, invoices and journal items, sales and purchase orders, items, stock, slow movers and margins, projects and timesheets, manufacturing orders and bills of materials, subscriptions, the documents filed on a record, open CRM opportunities and matching suggestions fo…

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Lucide Finance brings Lucide's stock analysis into ChatGPT. Ask in plain language and get the scores Lucide computes for more than 2,400 US and European stocks: - Core Quality Score: a score out of 100 built from 13 fundamental criteria across five dimensions (quality and profitability, growth, financial strength, valuation, capital allocation), normalised by sector. - AI Potential score: a f…

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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 position…

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Redstone answers questions about how US stocks and ETFs have performed and how risky they've been. Compare up to five tickers side by side (VOO vs QQQ, SCHD or VYM), backtest a portfolio you describe (60% VTI, 40% BND) against the S&P 500,… …lysis on redstonemarkets.com, and most come with a 1-year and 5-year performance chart. Data is end-of-day and historical: returns are split-adjusted total returns with dividends reinvested, and nothing here is investment advice.

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…connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do they cost per year?" "How is my portfolio allocated across stocks, ETFs, and crypto?" "Compare my checking account balance today with the start of the month." "Are any of my bank connections failing?" Synci aggregates accounts across thousands of institutions: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealan…

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…y catalogue and your own strategies and accounts in an interactive dashboard with tabs for returns, outlook, weights, risk and fundamentals, or ask for a short summary of any of them. Build your own strategies from a conversation: equity strategies screened by region, sector, industry, theme, ESG and factor tilts such as valuation, momentum and profitability, or mul…

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…e 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 using real, citable sources. Search billions of documents spanning 25+ years. Depending on account entitlements and source availability, coverage may include 10M+ new public news documents monthly; 200+ premium news sources such as Financial Tim… …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 ad…

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NetWorthTrackr is a manual net worth tracker: you record what you own and owe, in any of 31 currencies, and it shows your net worth over time. This plugin gives you the same view inside the chat. Ask "what is my net worth in dollars?", "how much did it change since January?", "what sha… …It can also make changes when you ask: record today's balances, create or update an account, add a stock or crypto position, or delete an entry. How it keeps your data safe: - You sign in to NetWorthTrackr once and approve access. The chat gets a revocable token, never your password. - Every reques…

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Ask about markets the way a trader would. Syndicate brings live public data from syndicate.trade into the conversation: spot tokens and tokenised stocks across chains, Hyperliquid perpetuals, Polymarket prediction markets, and the public books of Syndicate traders. Look up a price or chart, compare what the perp market and Polymarket's strike odds imply for Bitcoin or a stock, get a one-screen morning brief, browse top movers and categories…

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…hart for a public ticker, with volume and the indicators you name, plus a short plain-language read of what is on the chart. Ask "chart AAPL daily with the 20-day SMA and RSI", "show BTC-USD on the 1 hour chart with Bollinger Bands" or "weekly EUR/USD with MACD". It reads public prices: Yahoo Finance chart data for stocks, funds, currencies and crypto, Coinbase public candles when a crypto pair is missing there, and the European Central Bank's daily reference rates (the same source as Market Indicators, through… …It does not say whether to buy or sell, and it has no orders, broker, wallet or backtest. Nothing about you is stored. The only lasting record is a daily count of calls. A hard cap of 800 calls a UTC day, and the per-network rate limit, keep the free data reads bounded.

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…eparate incorporation from management and work locations, and prepare sourced specialist briefs without guessing tax treatment. Tax reserves are user assumptions; no transaction or tax opinion is supplied. Work through supplied facts in the conversation or optional interactive workspace. Use structu… …nnection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs…

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…ed. - The term structure: gamma exposure and open interest per expiration. - History: a time series of levels at 15-minute, hourly or daily-close granularity, and the full per-strike picture at a past moment. - Which markets, venues and symbols your plan covers, and how much of the daily request lim… …it, OKX, Derive and Binance (Binance has no HYPE options), combined or per venue; and options on US stocks, ETFs and indices, including SPX, SPY, QQQ, IWM, IBIT, GLD, NVDA and TSLA. History starts on 1 May 2026; for Binance it starts in October 2026. Who it is for: options and derivatives traders, a… …history or files. It receives only the tool arguments, such as the symbol and expiration you ask about.

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AeonData brings Aeon's feed of public trading filings into ChatGPT. Ask about a stock, a company insider, a member of Congress or a large money manager, and get answers built from the filings themselves, with links to the original documents or to Aeon's page for each item. What y…

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…ts ChatGPT to the same data shown on badonion.co.kr, through 43 read-only tools. What you can ask about: - Trade statistics: monthly exports and imports by HS code for 26 economies (Korea, US, China, Japan, Taiwan, EU members and more), country-by-partner breakdowns, Korea's preliminary figures (released on the 1st, 11th and 21st of each month), and Korea's market share in major import markets. - Company financials: quarterly and annual income statements, revenue by product and region, financial summaries in USD, and earnings… …ated export and import series linked to listed companies, with year-over-year changes and month-end stock prices, plus screens that rank all linked companies or all trade codes by recent growth. - Charts: trade and company-linked series can be shown as interactive charts inside the conversation, dra…

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Daffy is a donor-advised fund: one account for all your giving. Add cash, stock, or crypto, get your tax deduction when you contribute, invest it to grow tax-free, and give to any of 1.5 million+ US charities whenever you're ready. With Daffy in ChatGPT, your giving is one question away: • Know where you stand. Ask for your balance, how much you can give right now, how your fun… …firms the charity and amount before anything happens, and you can cancel a donation until it's paid out. • Find the right charity. Search 1.5M+ US nonprofits by name or cause, or look one up by EIN, and get its mission, location, website, and Daffy profile. Everything runs through your existing Daff…

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FilingSpy turns public SEC filings into read-only tools for answering questions about companies, funds and insiders, with every figure tied to the filing it came from. What you can ask: - Superinvestor portfolios: quarterly 13F holdings and changes for about 100 tracked investors (… …quesne and others), position history, and side-by-side comparisons. - Consensus across funds: which stocks the most tracked funds bought or sold in a quarter, and which tracked investors hold a given stock. - Insider trades: Form 3, 4 and 5 filings by officers, directors and 10% owners, separating open-market buys and sales from awards and pre-planned (10b5-1) trades, plus a market-wide insider screen. - Financial statements as filed: revenue, inco…

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…-Time Market Intelligence & Trading Integration Connect your AI assistant 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 D… …ide a next-generation financial ecosystem, offering real-time Borsa Istanbul (BIST) data, AI-driven stock analysis, and comprehensive financial tools. Our platform streamlines investment processes by integrating deep-dive balance sheet metrics, brokerage expectations, and instant access to public di… …h 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.fo…

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Gemral Edge provides public-record financial intelligence inside ChatGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market catalysts, prediction-market odds, and cross-signal convergence. Results depend on s… …ine, and language-drift/contradiction alerts (and it follows executives across companies). What's about to move the market: a Breakout Watch / catalyst radar of upcoming market-moving events — drug-approval decisions, regulatory and enforcement actions, appropriations and contract deadlines, executive orders and policy shifts — each with a breakout score a…

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…es with LunarCrush. LunarCrush measures what the world is paying attention to by analyzing millions of public social posts every hour to reveal the sentiment, engagement, and momentum behind any stock, topic, or creator. Ask what people are saying about an asset, how the conversation is trending over time, and who is driving it. Whether you are researching a brand, tracking a ticker, or following a market narrative or specific creator, LunarCrush…

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OptionClaws scans every optionable US stock and returns ranked options trades for the strategy you ask about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more. Ask in plain English, like "find me high-probability iron condor… …in 30–45 days," and ChatGPT will run the scan and show the top candidates with return, probability of profit, greeks, and liquidity, using quotes that refresh throughout the trading day. You can also start from a built-in preset, re-run scans you've saved on OptionClaws, and look up which filters a…

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Ask about any US retailer's return policy: the return window, whether returns are free, restocking fees, holiday extensions, and a grade from A+ to D-. Check whether a store price-matches, what military and student discounts it offers, what a brand gives away on your birthday, and how to cancel a subscription. Find live deals with prices and list prices, look up store credit-card terms including deferred-interest promotions,…

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Wisesheets gives your AI instant access to institutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public companies. Ask for any company's fundamentals, screen an industry by revenue growth, build a DCF, or generate a tearsheet…