Finance Codex plugins
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Explore 5,337 plugins across 14 categories.
Finance plugins 41
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| Plugin / developer | Category | Follow |
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D&B Risk AnalyticsDun & BradstreetExecute risk workflows powered by the D&B Commercial Graph™
For inquiries, please contact OpenAILeads@dnb.com.
Dun & Bradstreet empower... Plugin name D&B Risk Analytics Show in context →2 more matching sourcesPublisher description Execute risk workflows powered by the D&B Commercial Graph™ For inquiries, please contact OpenAILeads@dnb.com. Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resolution, scr… Show in context → |
FinanceVersion 1.0.0 | View details → |
TradingNX Risk ManagerTradingNXTradingNX Risk Manager helps traders check planned trades before entry. It calculates position size, risk amount, risk/reward, daily loss... Plugin name TradingNX Risk Manager Show in context →2 more matching sourcesPublisher description TradingNX Risk Manager helps traders check planned trades before entry. It calculates position size, risk amount, risk/reward, daily loss exposure, open risk exposure, rule violations, and a TradingNX Risk Scor… Show in context → |
FinanceVersion 1.0.0 | View details → |
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 Show in context →1 more matching sourcesPublisher description …ligence with AI agents directly inside ChatGPT. Instantly assess companies, uncover emerging credit risks before they become obvious, understand the drivers behind every rating, and test future scenarios in seconds. Whether you're evaluating counterparties, investments, suppliers, or borrowers, AIR… Show in context → |
FinanceVersion 1.0.0 | View details → |
Antevo Executive BriefVestAI LTDAsk about markets and world events and get Antevo's published read with its evidence: the daily Executive Brief, a graded risk radar pair... Publisher subtitle Markets and world risk, daily Show in context →1 more matching sourcesPublisher description …world events and get Antevo's published read with its evidence: the daily Executive Brief, 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 hi… Show in context → |
FinanceVersion 1.0.0 | View details → |
Clarity AIClarity AIScreen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then...
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FinanceVersion 1.0.0 | View details → |
Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ... Publisher subtitle Detailed company and risk data Show in context →3 more matching sourcesPublisher capabilities · listing …arch Earnings-call transcript search News monitoring Peer identification Sector outlook and country-risk context Managers, directors, and key officers Show in context →Publisher keywords · package moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-c… Show in context →Publisher description …ed orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody’s deep domain expertise and advanced AI, we deliver relevant, consistent insights for transparent, confident decision-making across evolving enterprise workflows. Show in context → |
FinanceVersion 3.0.0 | View details → |
Vega OptionsVega OptionsVEGA Options helps active options traders analyze strategy risk, review options market structure, and explore possible trade setups using... Publisher subtitle Analyze options risk Show in context →1 more matching sourcesPublisher description VEGA Options helps active options traders analyze strategy risk, review options market structure, and explore possible trade setups using tools for gamma exposure, open interest, volatility zones, risk/reward charts, portfolio tracking, and AI explanations. U… Show in context → |
FinanceVersion 1.0.1 | View details → |
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... 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 Thirty-six sector model templates Automated resear… Show in context →1 more matching sourcesPublisher keywords · listing …-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk Show in context → |
FinanceVersion 2.0.0 | View details → |
Alpaca Paper TradingAlpaca Publisher description …zed to conduct business. Options trading is not suitable for all investors due to its inherent high risk, which can potentially result in significant losses. Please read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Discl… Show in context → |
FinanceVersion 1.0.0 | View details → |
AlphaStocksPyxl Publisher description …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 designed to make financial research more structured, faster, and easier to review. Show in context → |
FinanceVersion 1.0.0 | View details → |
AmokDanny On The Air Publisher description …from official sources, never paraphrased. Ask about bank licensing and prudential rules, technology risk management, liquidity risk, payment systems and Bakong, AML/CFT, or fintech policy. Amok searches a corpus built from Cambodia's official sources — the National Bank of Cambodia's laws, prakas, a… Show in context → |
FinanceVersion 1.0.0 | View details → |
Análise de FIIsAnálise de FIIs Publisher description …natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, di… Show in context → |
FinanceVersion 1.0.0 | View details → |
BTC DCA EngineMatchless Web Studio, LLC Publisher description …comparison. A BTC DCA Engine account covers the rest of the catalogue, larger comparisons, and the risk, inflation, lump-sum and rules-based overlays. Show in context → |
FinanceVersion 1.0.0 | View details → |
Chargebee (AU Region)Chargebee Inc. Publisher description …r, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (EU Region)Chargebee Inc. Publisher description …r, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model… Show in context → |
FinanceVersion 1.0.1 | View details → |
Chargebee (US Region)Chargebee Inc. Publisher description …r, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model… Show in context → |
FinanceVersion 1.0.1 | View details → |
Clear StreetClear Street, LLC. Publisher description …rket data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies. Show in context → |
FinanceVersion 1.0.0 | 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 verify businesses, evaluate… Show in context → |
FinanceVersion 3.0.0 | View details → |
FahaliFuture Legends Inc Publisher description Fahali gives AI agents eyes on market risk. 18 detection engines deliver anomaly, capital-flow, regime, dark-pool, whale, contagion, and crash-precursor intelligence across crypto and equities/ETFs. Every signal is resolved against realiz… Show in context → |
FinanceVersion 1.0.0 | View details → |
Fitch SolutionsHearst Communications, Inc. Publisher description …usted Fitch Ratings credit research and data, CreditSights intelligence, and BMI country and sector risk analysis — all through a single, governed MCP connection. Query ratings, financials, key rating drivers, research, and deal insights directly inside your AI workflows. Built for regulated environ… Show in context → |
FinanceVersion 1.0.0 | View details → |
LONA Trading AssistantMindsight Ventures SL Publisher description …. View detailed performance reports with interactive charts showing entry/exit points, returns, and risk metrics. Show in context → |
FinanceVersion 2.0.0 | View details → |
Meshed CoverFounders Factory Publisher description …ChatGPT. Answer a few focused questions about your business, and this app will: • Assess your cyber risk profile • Identify relevant cover (including data breach response, ransomware, business interruption, cyber extortion, and regulatory defence) • Generate tailored UK cyber insurance quotes • Outl… Show in context → |
FinanceVersion 2.0.0 | View details → |
MetricDuckJujube Technologies Inc. Publisher description …iscal periods, screen and rank 5,500+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K/10-Q (and amendments), 8-K, 20-F/40-F/6-K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not cove… Show in context → |
FinanceVersion 1.0.0 | View details → |
Moody's Credit MCPMoody's Publisher description …is. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's… Show in context → |
FinanceVersion 3.0.0 | View details → |
Moody's Growth and StrategyMoody's Publisher description …les, hierarchies, and ownership linkages, with augmented signals such as news, market activity, and risk indicators. This integrated view helps organizations gain additional visibility into total addressable markets, identify whitespace opportunities, and align sales and marketing strategies around… Show in context → |
FinanceVersion 2.0.0 | View details → |
MoonPayMoonPay, Inc. Publisher description …nPay's licensed entities. Cryptoasset values can rise and fall significantly and your capital is at risk. Supported countries and assets are governed by your KYC outcome and MoonPay's licensing in your jurisdiction. Show in context → |
FinanceVersion 1.0.0 | View details → |
Murali Growth Screener MobileMurali Ramesh Publisher description Institutional-style stock screening for high-conviction, risk-checked opportunities. Show in context →1 more matching sourcesPublisher full description …rk 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 → |
OptionsAhoyAlphaLatitude Inc. Publisher description …unt of after-tax cash by a deadline with the smallest tax bill. We optimize against your inputs and risk tolerance, then you choose, the way an investment firm would. Every result is computed against the federal tax code plus all fifty states and the District of Columbia. The 2026 federal constants… Show in context → |
FinanceVersion 3.0.0 | View details → |
Options Analysis SuiteOptions Analysis Suite, LLC Publisher description …ndamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows. Show in context → |
FinanceVersion 1.0.0 | View details → |
PANDA TierversicherungPANDA InsurTech GmbH Publisher description …e, offer, or binding coverage — actual pricing, eligibility, and terms are determined by PANDA/InterRisk Versicherungs-AG after a full application and review. PANDA does not approve or deny coverage, issue policies, or provide personalized insurance advice; for a binding quote or to purchase a polic… Show in context → |
FinanceVersion 1.0.0 | View details → |
PinegapPinegap inc Publisher description …esearch 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 tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agent… Show in context → |
FinanceVersion 1.0.0 | View details → |
PublicAMLDenys Deputatov Publisher description Screen and trace any Bitcoin, Ethereum, BSC or TRON address for AML/KYT risk in one message. PublicAML returns an AML score (0-100), risk level, sanctions and incident exposure and source of funds. It can also follow funds forward to where they were cashed out or backward… Show in context → |
FinanceVersion 1.1.0 | View details → |
Public Equity InvestingOpenAI Publisher description …pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos. Show in context → |
FinanceVersion 0.1.31 | View details → |
RalliesRallies Publisher description …nnect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full portfolio Work from live charts with indicators (… Show in context → |
FinanceVersion 2.0.0 | View details → |
Regit PRIIPsNICOLAS JOËL HUBERT KOENIG Publisher description Regit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It compares published and fresh KID figures for numeric Article 15 review triggers and returns… Show in context → |
FinanceVersion 1.0.0 | View details → |
StockLensStock Lens Inc. Publisher description StockLens scores 9,500+ stocks every night across five domains: Fundamental, Technical, Risk, Sentiment, and Macro. Ask about a stock and get its latest composite score, the domain scores behind it, and the strengths and challenges the scoring run surfaced. The 600 largest companies answ… Show in context → |
FinanceVersion 1.2.1 | View details → |