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Finance Codex plugins

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Bizora Tax ResearchBizora Inc.Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question ...

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Bizora Tax Research

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Publisher subtitle

Research tax questions

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Publisher description

Bizora is an AI native tax research platform. This connector brings Bizora’s research engine into ChatGPT, so you can ask a tax question in the middle of your actual work and get an answer grounded in primary source authority r…

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FinanceVersion 1.0.0
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Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

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Distilla Investment Research

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Publisher subtitle

Financial and equity research

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Publisher capabilities · listing

…luation multiples Explain stock price moves Screen stocks by drivers and earnings commentary Search research documents and podcasts

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financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks…

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Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcripts, dail…

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FinanceVersion 1.0.2
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Lexplorer Swiss Tax ResearchLexplorerLexplorer searches Swiss tax law with verified, citable sources: federal tax acts (DBG, MWSTG, StHG, VStG, stamp duties), the tax acts of...

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Lexplorer Swiss Tax Research

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Research Swiss tax law

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…ESTV and SSK circulars, VAT publications), plus commentary and academic doctrine. ChatGPT plans the research the way a tax professional would: statute first, then administrative practice and doctrine, and for cantonal questions the sources of the right canton — every key statement with a precise cit…

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FinanceVersion 1.0.1
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Nomas Researchnomas researchNomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider ...

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Nomas Research

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nomas research

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Nomas Research lets ChatGPT look up structured SEC data: company facts, parsed filings (8-K, 10-K/Q, 13D, 144, D, 14A, S-1/S-3), insider trades, 13F holdings, and failure-to-deliver. Tools are read-only ret…

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FinanceVersion 1.0.0
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AIR Credit IntelligenceAIR Platforms, Inc.AIR Credit combines powerful machine learning credit intelligence with AI agents directly inside ChatGPT. Instantly assess companies, unc...

Publisher subtitle

Research credit risk instantly

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FinanceVersion 1.0.0
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ALPHAPORT.AIGTO Holdings LLCBring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs...

Publisher subtitle

Financial research & pipelines

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Bring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your accou…

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FinanceVersion 1.2.0
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Análise de FIIsAnálise de FIIsResearch and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices,...

Publisher subtitle

Brazilian REIT research

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Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, dis…

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FinanceVersion 1.0.0
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Bigdata.comRavenPackBigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies...

Publisher subtitle

Finance research, news & data

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Bigdata.com is the 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…

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FinanceVersion 10.0.0
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Clear StreetClear Street, LLC.Clear Street MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along w...

Publisher subtitle

Research and Analyze Stocks

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…sitions, 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 opportunities and hedging strategies.

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FinanceVersion 1.0.0
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Co-InvestLiquidCo-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, po...

Publisher subtitle

Research global markets 24/7

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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 opportunitie…

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FinanceVersion 1.0.0
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DayTrading.MonstertsetsugekkaResearch stocks and market developments across China, Japan, and the United States using available public information. Explore stock move...

Publisher subtitle

Research CN, JP and US stocks

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markets stocks trading research china japan us gamma

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Research stocks and market developments across China, Japan, and the United States using available public information. Explore stock moves, macro context, market sentiment, and technical structure, an…

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FinanceVersion 0.1.11
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ElevenFloElevenFlo Inc.ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filin...

Publisher subtitle

Bankruptcy data & research

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ElevenFlo streamlines U.S. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metada…

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FinanceVersion 3.0.0
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FinmagineFinmagineIndian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), ma...

Publisher subtitle

Indian & US stock research

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Indian & US stock screeners, financial ratios, AI-generated company research (quarterly summaries, concall tone/credibility decoding), market breadth, momentum ranking, and multi-agent Investment Committee analysis — the MCP server for Indian and US stock market intel…

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FinanceVersion 1.0.1
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Fiscal.aiFiscal.aiFiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, seg...

Publisher subtitle

Research public companies

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Fiscal.ai helps users research public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai accoun…

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FinanceVersion 3.0.0
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Gate InfoGateGate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (includi...

Publisher subtitle

Crypto market research data

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Gate Info provides public, read-only cryptocurrency research data for ChatGPT: coin profiles, market overview and spot snapshots (including batch), Gate candlesticks, order book depth, and recent trades across spot, futures, delivery, and options where…

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FinanceVersion 1.0.0
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GlobalSource PartnersGlobalSource Partners, Inc.GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission...

Publisher subtitle

Emerging markets research

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GlobalSource Partners helps users find emerging and frontier market research, search published reports by topic and date, read permission-appropriate report content, and inspect research author profiles.

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FinanceVersion 1.0.0
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HarmonicHarmonic AI, IncSearch, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people ...

Publisher subtitle

Discover and research startups

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Search, enrich, and research startups, companies and investors using Harmonic's proprietary data on millions of companies and the people behind them. Get detailed company profiles with funding, location, founders, and ne…

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FinanceVersion 4.0.0
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IFGIFGIFG brings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, ad...

Publisher subtitle

Official tax research

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Publisher description

…fficial tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publications across the jurisdictions available in IFG. Find a source from a citation or topic, browse a code or…

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FinanceVersion 2.0.0
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In PractiseIn PractiseIn Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you'r...

Publisher subtitle

Primary research for investors

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Publisher description

In Practise runs primary research for fundamental investors. We interview the former operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connect…

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FinanceVersion 1.0.0
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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

Publisher subtitle

Public equity research

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Publisher capabilities · listing

Primary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thi…

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Publisher keywords · listing

equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk

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Publisher description

Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

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Publisher full description

A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dep…

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FinanceVersion 2.0.0
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PinegapPinegap incPower your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throug...

Publisher subtitle

AI-powered Equity Research

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Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst…

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FinanceVersion 1.0.0
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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

Publisher subtitle

Public equity research

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Publisher keywords · listing

…et morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager

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Publisher description

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards,…

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Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what…

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FinanceVersion 0.1.31
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QuanterLabSerhat GirginQuanterLab publishes walk-forward studies of investment strategies. Each study is registered before it runs, walked window by window on p...

Publisher subtitle

Search and read quant research

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FinanceVersion 1.0.0
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QuartrQuartrQuartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and f...

Publisher subtitle

Company research data

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Publisher description

Quartr helps users research public companies by searching company profiles, events, conferences, documents, transcripts, summaries, and financials. It also lets users manage Quartr research assets such as watchlists, ke…

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FinanceVersion 5.0.1
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RalliesRalliesRallies 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 Eng...

Publisher subtitle

Research stocks, track wealth

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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 fil…

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FinanceVersion 2.0.0
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SacraSacra Inc.Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, ...

Publisher subtitle

Research on pre-IPO startups

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Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: *…

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FinanceVersion 1.0.0
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Stock Market SummaryOMEALONeutral, source-backed public-market research and financial market summaries.

Publisher subtitle

Daily markets & stock research

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Publisher capabilities · listing

Daily market summaries Stock research Earnings analysis Market news Financial data analysis

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Publisher description

Neutral, source-backed public-market research and financial market summaries.

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Get concise, neutral, source-backed research on stocks, market news, earnings, economic data, crypto, forex, options, and broader financial markets. Use Stock Market Summary for daily market briefings, ticker research, earnings analysis…

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FinanceVersion 1.0.0
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TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim...

Publisher subtitle

Portfolio research tools

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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, leveraged…

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FinanceVersion 1.0.0
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The Fly Market IntelligenceThe FlyThe Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover...

Publisher subtitle

Market research and news

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The Fly Market Intelligence provides read-only tools to research companies, analyze earnings and catalysts, build market briefs, discover symbols, search and retrieve financial news, and screen stocks.

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FinanceVersion 1.0.0
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TipRanksTipRanks Ltd.TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smar...

Publisher subtitle

Analyst-backed stock research

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congres…

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FinanceVersion 1.0.0
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TrataTrataConnect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate...

Publisher subtitle

AI-powered research desk

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Connect your AI assistant directly to Trata — the fastest-growing library of investment research, centered on anonymous hedge fund debate. With Trata MCP, your assistant will have the tools to reason across hundreds of calls in our library. It goes beyond simple searches to help breakdow…

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FinanceVersion 1.1.0
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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

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Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the…

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FinanceVersion 1.0.0
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Antom Reconciliation ExpertAntomLocal analysis and validation for Antom Settlement Detail reports.

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Interactive Write Research

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FinanceVersion 1.0.0
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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

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…tion-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet drafting Verified county…

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FinanceVersion 0.4.0+codex.20260913
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Cashback CardHarsha vardhan GaddamFind which credit card in your wallet earns the most at a specific store.

Publisher capabilities · listing

Web research Reward calculation Local wallet storage

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FinanceVersion 2.0.1
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Coupon HivePatriot Web SolutionsInterview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

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Research Planning Shopping Savings Deals Coupon Discount

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Interview shoppers, research current deals and genuine freebies, and prepare low-noise recurring watches.

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FinanceVersion 0.1.0+codex.20260915180819
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