Finance Codex plugins

Plugin name

FactSet AI-Ready Data

Plugin name

Financial Datasets

Publisher subtitle

Multi-asset simulated trading

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Reconcile Antom settlements

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Guide Whop payment setup

Publisher keywords · listing

bitcoin lightning payments agent-commerce settlement marketplace discovery agent-messaging agent-waves

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investment-banking factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-…

Publisher keywords · listing

public-equity-investing factset 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-dil…

Publisher

tsetsugekka

Publisher description

…ct your airpay account to access payment data through conversation. Ask ChatGPT about transactions, settlements, refunds, etc. and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order details 2. Check settlement and refund status 3. View payment…

Publisher description

…ure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation…

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…an HTML deliverable and its versions — inside the client's private workspace. No tool initiates or settles a payment, transfer or purchase, and nothing the app writes is published to a public address.

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…n language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every a…

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…s, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

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…y from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving Chat…

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…individual investors researching a stock or tracking their portfolio to analysts at hedge funds, asset managers, and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, catch a sentiment shift before consensus does, or build a…

Publisher description

…account balances, payment recipients, payments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

Publisher description

…with arithmetic instead of opinion: what would a regular buying plan have been worth? Give it an asset, an amount and a schedule — daily, weekly, monthly or quarterly — and a start date, and it returns what you put in, what it would be worth at the last close, the profit, the simple and money-weigh…

Publisher description

…nt ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment analyst.

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…tural conversation. Access merchant dashboard data instantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards. Built for both operational visibility and developer work…

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…ed private markets portfolio data using natural language, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited Partner users and Chronograph GP for General Partner…

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Real-time prices, market cap, and volume for millions of crypto assets tracked by CoinMarketCap, from major cryptocurrencies to long-tail DEX tokens across every major chain. Beyond prices: technical analysis (RSI, MACD, moving averages, Fibonacci levels, pivot poin…

Publisher description

…t lets you trade directly from ChatGPT. Explore, analyze, and place trades across a wide range of assets through a simple conversational interface. Whether you’re tracking crypto, equities, commodities, FX, or market indexes, Co-Invest helps you move from idea to action without switching between mul…

Publisher description

…profiles one at a time. Powered by 15M+ predictions refreshed weekly. Why Crunchbase? The only dataset combining the aggregated activity of 80M users, 1,000+ public sources, and 600k+ data team members, VC partners, and subject-matter experts.

Publisher description

…ts, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.

Publisher description

…er's Exact Online administration to retrieve and analyze financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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…with built-in financial logic, the app understands your business context out of the box - no manual setup required.

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…port. Dineo records financial activity but does not move money, execute payments, transfer crypto assets, or perform investment trades.

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…s — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options data is 15 minutes delayed.

Publisher description

…verage includes publicly available financial data for Swedish companies. Additional regions and datasets will be added over time as coverage expands.

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…ices. 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.

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…s, deals, account balances, connected exchanges, strategy schemas, market screener data, curated presets, and existing backtest request information without creating bots, starting deals, placing trades, or changing account state.

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Help users navigate international payments, freelance receiving accounts, digital asset exchanges, and trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto services.

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…sheet date, and when it expires. Terms are indicative and not a commitment to lend; final terms are set at rate lock. Scope: business-purpose financing on investment property only. Owner-occupied homes and primary residences are out of scope and are not priced. National Loan Provider (NLPI LLC) is a…

Publisher description

Set a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — all in one smart calculator. Choose from Conservative, Moderate…

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…CEDEARs, and options on BYMA, with full options chains including Greeks. Place buy and sell orders, set stop loss and take profit levels, and subscribe to or redeem mutual funds (FCI). Review your portfolio holdings, cash balance across settlement terms, and recent account activity. Every order is v…