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Finance Codex plugins

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Finance plugins 61

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Portfolio Dividend TrackerPortfolio Dividend TrackerPortfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transacti... Plugin name Portfolio Dividend Tracker Show in context → 2 more matching sources Publisher subtitle Track investment portfolios Show in context → Publisher description Portfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and inves… Show in context →	FinanceVersion 1.0.0	View details →
PortfolioFitRekognizePortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation c... Plugin name PortfolioFit Show in context → 2 more matching sources Publisher subtitle Check portfolio mandate fit Show in context → Publisher description PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings. Show in context →	FinanceVersion 1.0.0	View details →
PortfolioIQLayer 3 LabsVisualize a portfolio's growth potential with advanced simulation technology. Run unlimited projections across stocks, bonds, crypto, r... Plugin name PortfolioIQ Show in context → 2 more matching sources Publisher subtitle Portfolio growth simulator Show in context → Publisher description Visualize a portfolio's growth potential with advanced simulation technology. Run unlimited projections across stocks, bonds, crypto, real estate, and more. Adjust asset allocation, time horizon, and contribution… Show in context →	FinanceVersion 1.0.0	View details →
AgentCollectRespaid Inc (dba AgentCollect)AgentCollect connects your AR recovery data to your assistant. Ask "how much did we recover last quarter?", "what's my recovery rate?", o... Publisher subtitle Ask your AR portfolio anything Show in context →	FinanceVersion 1.0.0	View details →
Antevo WealthVestAI LTDConnect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions a... Publisher subtitle Ask about your own portfolio Show in context →	FinanceVersion 1.1.0	View details →
Bajaj BrokingBajaj Financial Securities LimitedBajaj Broking MCP Connector brings your trading and portfolio information into OpenAI-compatible MCP experiences. It let's users securely... Publisher subtitle Check portfolio & market data Show in context → 1 more matching sources 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 orders and trades, f… Show in context →	FinanceVersion 1.0.0	View details →
Chronograph GPChronographChronograph GP provides portfolio monitoring, valuations, and analytics solutions for private capital investors. Through the Chronograph ... Publisher subtitle Your trusted portfolio data Show in context → 2 more matching sources Publisher description 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… Show in context → Publisher full description Chronograph GP provides portfolio monitoring, valuations, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets… Show in context →	FinanceVersion 2.0.0	View details →
Chronograph LPChronographChronograph LP provides portfolio monitoring and analytics solutions for private capital investors. Through the Chronograph LP App within... Publisher subtitle Your trusted portfolio data Show in context → 2 more matching sources Publisher description 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 po… Show in context → Publisher full description Chronograph LP provides portfolio monitoring and analytics for private capital Limited Partner users. Access trusted private markets portfolio data, from underlying portfolio companies and assets to funds, vehicles, commitme… Show in context →	FinanceVersion 2.0.0	View details →
CryptoworthCryptoworth Inc.Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect autho... Publisher subtitle Read portfolio data Show in context → 1 more matching sources Publisher description Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transact… Show in context →	FinanceVersion 1.0.0	View details →
JawzPEDRO VICTOR DE FARIAS NUNESAsk your AI about the market and it answers from memory: whatever it absorbed during training, with no idea what today looks like or what... Publisher subtitle Read markets, check portfolio Show in context → 1 more matching sources Publisher description …gives it both. You get a live market read and a published four-chapter process for thinking about a portfolio: See the World (what markets are doing right now), Understand the Book (what your positions are really exposed to), Decide (how to think through a specific choice), and Observe & Refine (wha… Show in context →	FinanceVersion 1.0.1	View details →
ParqetParqet Fintech GmbHUse ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your ... Publisher subtitle Chat with your portfolio Show in context → 1 more matching sources Publisher description Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data. Show in context →	FinanceVersion 4.0.0	View details →
PortfolIQMichael PenzinConnect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factua... Publisher subtitle Track portfolio performance Show in context → 1 more matching sources Publisher description …, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of fu… Show in context →	FinanceVersion 1.0.0	View details →
Revolut XRevolut LtdRevolut X helps ChatGPT look up the signed-in user's exchange balances and working/finished orders, inspect a single order and its fills,... Publisher subtitle Manage your crypto portfolio Show in context →	FinanceVersion 1.0.1	View details →
Shinhan Securities AssistantShinhan Securities VietnamConnect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers t... Publisher subtitle Review portfolio & VN market Show in context → 1 more matching sources Publisher description Connect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers to investment-related questions directly in ChatGPT. Show in context →	FinanceVersion 1.0.0	View details →
TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim... Publisher subtitle Portfolio research tools Show in context → 1 more matching sources Publisher description Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios,… Show in context →	FinanceVersion 1.0.0	View details →
ValuEdge - Stock ValuationValuEdgeResearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge acc... Publisher subtitle Valuation & Portfolio Research Show in context → 1 more matching sources Publisher description …y, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stock screener, and get Smart Alerts, so you can ask what your portfolio is worth, how holdings compare with fair value, which stocks deserve further research, and wha… Show in context →	FinanceVersion 1.0.0	View details →
Hey-Traders! Quant TradingHeyTraders, Inc.Agent-native access to HeyTraders quantitative research, backtesting, and paper simulation through the Codex browser. Publisher capabilities · listing Browser Chart Analysis Backtesting Market Research Portfolio Analysis Paper Simulation Show in context → 1 more matching sources Publisher full description …icient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted cap… Show in context →	FinanceVersion 1.0.1	View details →
Murali Growth Screener MobileMurali RameshInstitutional-style stock screening for high-conviction, risk-checked opportunities. Publisher capabilities · listing Stock screening Portfolio-aware ranking Public sentiment validation Show in context → 1 more matching sources Publisher full description ….0 framework across sectors using current fundamentals, valuation, catalysts, earnings, technicals, portfolio risk, and accessible public-forum evidence. The workflow may return no qualifying buy when standards are not met. Show in context →	FinanceVersion 0.1.0	View details →
Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts... Publisher keywords · listing …tment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager Show in context →	FinanceVersion 0.1.31	View details →
Alpha VantageAlpha Vantage Inc. Publisher description …tors like GDP, CPI, inflation, 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 →
Análise de FIIsAnálise de FIIs Publisher description …a screener to find FIIs that 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 ap… Show in context →	FinanceVersion 1.0.0	View details →
AtominvestAtominvest Publisher description Connect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EB… Show in context →	FinanceVersion 1.0.0	View details →
Awaken TaxAwaken Publisher description Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT. Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPack Publisher description …ncial 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, with every answer grounded in real, citable so… Show in context →	FinanceVersion 10.0.0	View details →
Cactus: Real Estate AnalysisCactus Real Estate Software, Inc. Publisher description Cactus turns commercial real estate due diligence into a conversation. Pull up your CRE deals and portfolio, review underwriting facts — NOI, rent rolls, cap rates, debt terms — and trace every number back to its source document. Verify what’s supported, flag what isn’t, and get a clean deal overv… Show in context →	FinanceVersion 1.0.0	View details →
Clarity AIClarity AI Publisher description Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for de… Show in context →	FinanceVersion 1.0.0	View details →
Clear StreetClear Street, LLC. Publisher description …MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportuni… Show in context →	FinanceVersion 1.0.0	View details →
Co-InvestLiquid Publisher description Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open L… Show in context →	FinanceVersion 1.0.0	View details →
Co-InvestLiquidX AI, Inc. Publisher description …- Access markets 24/7 - Ask questions and get market context in plain English - View positions and portfolio details conversationally - Move from research to execution in one workflow Liquid Co-Invest brings trading into the conversation, making it easier to understand markets, act on ideas, and st… Show in context →	FinanceVersion 2.0.0	View details →
D&B Finance AnalyticsDun & Bradstreet Publisher description Enable AI-powered credit decisioning, portfolio monitoring, and risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to v… Show in context →	FinanceVersion 3.0.0	View details →
Distill MarketsDistill Markets Pty Ltd Publisher description …-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro… Show in context →	FinanceVersion 1.0.0	View details →
FinhayFinhay Securities Joint Stock Company Publisher description …ash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation. Show in context →	FinanceVersion 2.0.0	View details →
ForInvestForInvest Yazılım ve Teknoloji Hizmetleri A.Ş. Publisher description …ics: Professional-grade technical analysis tools and financial indicators at your fingertips. Smart Portfolio Insights: Seamlessly retrieve and analyze portfolio data with institutional precision. Seamless Connectivity: Built on the MCP standard for secure, bidirectional communication between ChatGP… Show in context →	FinanceVersion 2.0.0	View details →
FurtherFurther Finance Ltd Publisher description …can use this to check fund and vehicle performance, review capital calls and distributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data. Show in context →	FinanceVersion 1.0.0	View details →
Intapp CelesteIntapp Celeste Publisher description Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your client… Show in context →	FinanceVersion 1.0.0-6b3927081bed	View details →
Interactive Brokers (IBKR)Interactive Brokers Publisher description Connect your Interactive Brokers account to ChatGPT and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt ChatGPT to draft trade… Show in context →	FinanceVersion 6.0.0	View details →