Finance Codex plugins

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Enforce your own exit rules

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…verbatim evidence 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…

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…ch eine Bankverbindung erneuern?'. Answers come from the user's own transaction history, monitoring rules and bank-connection status; the app never moves money, changes rules or stores bank credentials.

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…account covers the rest of the catalogue, larger comparisons, and the risk, inflation, lump-sum and rules-based overlays.

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…match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks portal. A Caribooks account connected to QuickBooks Online is required. Companies start with read-only access.…

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Kova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in. Kova returns repeatable briefs with an alignment score, portfolio drift, strategy-rule checks wh…

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…ods, state tax, and the time value of taxes paid early interact across several years. That is where rules of thumb break down. Ask in plain language and OptionsAhoy returns the answer with the year-by-year schedule behind it. 1. Which incentive stock options (ISOs) to exercise in which year, to hold…

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…my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades. Your assistant can read: - Trades — entries, exits, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journa…

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…vents that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT con…

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…at Rate Scheme, check registration thresholds • Find out if an expense is tax-deductible under HMRC rules • Calculate capital allowances on business equipment and vehicles • Scan receipts and categorise them for your tax return All calculations use official HMRC rates for 2024-25 through 2026-27. No…

Publisher description

…el existing ones, record balances for manual accounts, and manage categories, labels and automation rules. Your synced bank data is protected: transactions imported from a bank connection can be categorized and labelled, but never edited or deleted, and balances can only be recorded on manual accoun…