Finance Codex plugins

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Klardaten DATEV-Connector gives authorized users controlled access to DATEV accounting, payroll (Lohn und Gehalt and LODAS), document management, order management, and master data through ChatGPT. It supports guided d… …d client and addressee workflows. Large read results are delivered as authenticated files. With separately selected OAuth permissions, it can create uncommitted accounting sequences, upload original attachments and create new DMS documents, and create or update DATEV clients and addressees. Files up…

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MonitorBankRates has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers MonitorBankRates.com: about 150,000 current rate quotes from more than 8,00… …tionally or in your state — and get one best quote per institution with the minimum deposit and the date it was collected. Check today's average rate for any product and whether it's moving up or down over the past week, month, or quarter. Look up any bank or credit union to see every rate it offers…

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currency converter exchange rate convert usd to eur euro to dollar currency exchange rate today historical exchange rate exchange rate history money converter conversion of currency rate on date

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This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting file…

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This connector lets ChatGPT and Codex securely read from and write to Xero. Some things you can do: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Inspect full native invoice and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-cre…

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Look up currency exchange rates using AllRatesToday's official central-bank tables and daily reference-rate snapshot, with source institution and publication date.

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…maries Budget progress Account balances Bank loans and EMI schedules Net worth and assets Currency conversion at dated rates Add and edit transactions (Full access)

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Show the value of money over time. Tell Zovo Inflation Calculator an amount of money in US dollars and two dates, and it returns what that amount is worth at the other date using the published CPI-U index (all urban consumers, all items, series CUUR0000SA0, 1982-84=100). It uses the published index values,… …t used. For one amount it reports the adjusted amount, the cumulative inflation, the average annual rate, and the change in buying power, and it draws a chart of the index between the two periods. Give a period as a year (the published annual average) or as a year and month. For a longer view, it bu…

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Toggle between exchange rates and convert different amounts without having to leave ChatGPT. e.g. Just ask ChatGPT: "@Any Exchange Rate How much is 300 dollars in euros?" Once the app is open, switch amounts or currencies, then carry on chatting- the model will be updated with the final figures.

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…tgages by maturity window, county, size, lender and distress signals Label every maturity as stated on the instrument, a stated rate reset, or an estimate Rank the lenders that closed comparable loans in a market, each dated to its last closing Reveal the principals behind a borrowing entity, each cited to its public-record source Pin properties to a watchlist and check the reveal-credit balance

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Compares published savings and fixed-deposit rates at offshore banks open to expats, with minimum deposit, eligibility, deposit protection and the date each rate was read.

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FindEnergyRates gives ChatGPT current home electricity plans and rates in the deregulated US markets: Texas, Massachusetts, Ohio, Illinois, Pennsylvania, New Jersey, New York, Connecticut, Maryland, Delaware, New Hampshire and Washington, D.C. Start with a ZIP code. The plugin finds the utility that serves it, returns ranked current plans (rate in cents per kWh, contract ter… …to Choose feed; other states are refreshed on a regular schedule and each result carries its last-updated time. FindEnergyRates is a licensed electricity broker in Texas only (PUCT BR250242). Outside Texas, results are listings of published supplier offers. No account or sign-in is required, and no…

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Impact is an economic calendar for traders. This plugin lets ChatGPT read Impact's calendar and its historical market measurements, so you can ask things like "What is on the economic calendar this week?", "Show me… …ive read-only tools: - list_releases: scheduled and past releases (CPI, payrolls, GDP, central bank rates and more) between two dates, with the time in UTC, the country, and the actual figure, consensus forecast and previous figure. Up to 14 days per call, covering the last 24 months and upcoming releases. - get_release: one r…

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Search PE firms by location, size, strategy and activity Search companies by sector, geography, ownership and revenue Search and count M&A transactions by parties, advisors, sector, date and value Find likely PE and strategic buyers for a company Find growth, minority and mezzanine investors for a raise Find investment banks and law firms for a mandate Trace a company's ownership…

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Monthly is a personal budgeting app for people in Latin America. Connect it to see your month at a glance (income, fixed and daily expenses, available balance), break spending down by category, compare… …g, manage savings goals and installment plans, and undo the last change. Every change returns the updated balance and the full list of payments or expenses already recorded, so answers stay accurate without a second lookup. Data stays in your own Monthly account; you can disconnect at any time from Settings.

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Connect your Montrose account and ask about your own investments in plain language. - See your accounts, their values and your holdings in each one. - Search your transactions by date, account or category. - Check your credit: used credit, interest rate and loan-to-value. - Create and manage watchlists and price alerts. - Prepare a buy or sell order as a trade ticket. Nothing is traded from the chat: the ticket opens pre-filled in the Montrose a…

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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-probab… …me iron condors on SPY expiring 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 OptionCla…

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Validate a permitted option-chain snapshot and return Greek, positioning and strategy charts in the conversation through the hosted Option Desk MCP, or explore the SYNTH sample with no upload. Fetches no market data. Research software, not investment advice.

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…t 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, and the time value of taxes paid early interact across several years. That is where rules of thumb break down. Ask in… …r broker's UI will offer). This sounds like a minute optimization. On a $725,000 sale from a concentrated position, the gap between the optimal order and your broker's default could be over $100,000 in tax. 4. Whether non-qualified stock options (NSOs) are better exercised and sold, or exercised and… …ptionsahoy.com/benchmark. The arithmetic here is deterministic instead: the same inputs on the same date give the same answer every time, with no model inference anywhere in the number. Free, no account, no API key, and your figures are not retained. United States tax logic only. This is a planning…

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Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Excel export) and Tallyproof extracts each transaction: date, description, signed amount (money out negative), running balance when printed, and a suggested category. The key step is reconciliation. It finds the opening and closing balance on the statement… …d with the statement's own totals. It handles real statement layouts: one signed amount column, separate withdrawal and deposit columns, separate deposit and withdrawal sections, CR/DR suffixes, negatives in parentheses, thousands separators, multi-page statements with repeated headers, descriptions…

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Research trading strategies using historical market data and backtests in your connected Volrix account. Explore supported markets, symbols and available dates; retrieve strategy documentation and examples; run strategy backtests; and inspect performance metrics, trades, returns and drawdowns. Volrix supports Indian index, stock and commodity derivativ…

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Compare interest rates from India's major banks, see the rate you are likely to get, and find out what a loan will really cost you before you sign. Use Credit Compass whenever you are planning, comparing or already paying a home, personal, car or education loan in India. • Interest rates: current home, personal, car and education loan rates from SBI, HDFC Bank, ICICI Bank, Axis, Kotak and other banks and NBFCs, each with its official source and the date it was checked • Your likely rate: the rate banks are likely to offer you based on your CIBIL score, income, employer and loan, and what would bring it down • EMI and true cost: EMI, total intere…

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Investboard brings your portfolio, personal strategy and investment decisions together. Understand what you own, set out how you want to invest, and keep the reasons behind your choices. Bring that context into your AI assistant so each review ca… …investing.md policy, research notes or reports, or connect your Investboard account to read your mandate, holdings, available analytics, saved checks, theses and journal entries. Try prompts like: - Help me understand my portfolio's underlying holdings, overlap and diversification. - Check a change…

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LeaseLine Rent Ledger calculates prorated rent and a tenant's rent balance for small landlords and property managers. Give it the lease terms and the payments you received, and it builds a tenant ledger with amounts computed to the cent: rent charged each month, partial payments, late fees by your lease rule, and a running balance, plus the amount due as of any date. Prorated rent for move-in and move-out: enter the rent and the move-in or move-out date and see the amount by all three common methods side by side, with the daily rate and the formula: actual d…

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…hows the estimated cost after the referral discount available through CoinRebate, under the assumptions each answer states. Ask for a comparison and you get each venue's maker and taker fee and the effective rate after the discount. Ask the cost or recommendation tools for a given trading volume and you also get an estimate of what that volume would cost, the assumptions used, and what was not modelled (f… …y default) of CoinRebate's most recently published English-language articles with their publication dates, search CoinRebate's guides, check exchange signup links, and list Binance's traditional-finance perpetuals with simple price statistics (no funding rate or open interest). Fee figures are the f…

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Wealth Tracker keeps your whole net worth in one place: cash and savings, investments, crypto, property, vehicles and other valuables, minus mortgages, loans and other debts. It records your net worth every day and keeps the full history, so you… …and years. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation. What you can do: - See your net worth, totals, allocation and liquidity, how they moved over time, and the income your holdings earned. - Find any holding by name, ticker o… …choose. - Choose how often Wealth Tracker reminds you to update an account or a holding. - Keep separate workspaces, for example for a client or a family member, and manage who can see each one. - If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and pe…

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Agregator.ro is a Romanian news aggregator and bank comparison site. Ask what is in the news in Romania today and get the day's main stories, each covered by at least two Romanian outlets, with every outlet's headline and link. Ask about money and get the term deposit interest rates of Romanian banks (by term, amount or bank, with net interest after tax), personal, mortgage, refinancing, Noua Casă and car loans ranked by estimated total cost (with the APR from each bank's r… …e IRCC, ROBOR and EURIBOR indices), and the National Bank of Romania's daily exchange rates. News updates hourly and bank data daily, from what each bank publishes. Answers are in Romanian and link back to Agregator.ro and the original sources. Read-only, with no account needed. Figures are for info…

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…ance Explorer offers a transparent way to visualize and understand Allianz Direct car insurance options within ChatGPT. This tool helps you 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… …cs and what you need (e.g., "A basic third-party car insurance for a Seat Ibiza"). The app will generate a corresponding non-binding policy outline. You can then ask the assistant for information about the coverage, request modifications to the details, or ask for explanations of specific clauses to… …quotation: To generate an indicative quotation, the Service will request the following information: date of birth, driving license details, vehicle data (registration plate, date of first registration and type of use), postcode, estimated annual mileage and payment frequency preference. The Service…

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Combine supplied wallet and exchange CSVs into a traceable ledger, flag duplicates and candidate transfers, identify missing acquisition history, and prepare disposal, source-of-funds and family-handover packs. No transactions, tax determination or bank acceptance guarantee. Work through supplied facts in the conversation or optiona… …retain supplied currency. Legacy fiatEUR/feeEUR is explicitly EUR. Crypto-denominated fees need separate quantity outflow records; no fiat totals are combined. No secrets, signing, transfers or guaranteed bank acceptance. Use fictional examples or redacted records; do not provide passwords, signing…

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Build a cross-border obligations register from user-confirmed dates and two narrowly supported UK Self Assessment 2025–2026 milestones. Separate confirmed and unconfirmed applicability, deadline sources and proposed owners. Preview reminder dates and export the register; no reminders, messages, returns or payments are sent. Work through s…

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Compare category-by-category tax assumptions, household cashflow and preparation dates around the supplied end of an NHR period. Edit spending and income scenarios and export a specialist-ready brief. Work through supplied facts in the conversation or optional interactive workspac… …a plain-text pack for your own review. No final tax bill or NHR entitlement is determined. Supplied rates remain assumptions; the narrow IRS illustration excludes credits, minimum-existence relief, solidarity surcharge, joint assessment, social security and other-income aggregation. Only illustrativ…

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Reconcile supplied travel ranges and workday records by person and country. Identify overlaps, missing days and missing source records; preserve citizenship, residence claims, domicile and family ties separately. Calendar arithmetic is not a tax residence decision. Work through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are s… …ists. Document links are user-selected references, not verification that the text supports supplied dates, countries or work hours. Document authenticity and completeness are unverified. No passport OCR, booking import or location tracking. Calendar dates are as entered; time zones, midnight locatio…

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Clear Energy Facts gives you an up-to-date list of the best true fixed-rate electricity plans, along with the top free-nights and free-weekends plans on the market. Instead of wading through confusing offers and hidden fees, you get straightforward plan data you can trust. When paired with your S…

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…real estate brokers and investors. The rent roll is the system of record: DealWise derives NOI, cap rates, returns and listing price opinions from the leases and rent rolls you upload, and it labels any figure a seller's marketing states as theirs. DealWise AI lets ChatGPT read your DealWise account so you can ask about your deals in pl… …el could not compute. It can return a deal's full rent roll with tenants, square feet, lease types, dates and the rent in force. And it can give a listing's price opinion, with the probable selling price range and where the asking price sits, marked when the deal has changed since it was generated.…