Finance Codex plugins

Plugin name

Financial Datasets

Publisher capabilities · listing

…iser firm by name Open a firm's SEC Form ADV profile by CRD number Filter adviser firms by state, assets, firm type and disclosures Search adviser brochures (Form ADV Part 2A) by meaning

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…and income summaries 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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List tokenized stock assets Analyze a tokenized stock asset Tokenized stock market snapshot

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…ulations underwriting HUD 4000.1 Selling Guide Servicing Guide Freddie Mac USDA Ginnie Mae income assets gift funds appraisal URAR servicing loss mitigation citation verbatim

Publisher name · package

tsetsugekka

Publisher description

…ket intelligence across supported exchanges. Discover markets worth investigating, compare crypto assets and venues, inspect liquidity, order-book walls, executions, liquidations, funding, open interest, and data quality. ABG provides evidence for market research, not trade execution or guaranteed p…

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…VAT, payroll, your director's loan, and tax and Companies House deadlines. New to AccountsOS? Finn sets up your business in the chat and reads in the bank statements, receipts and invoices you attach. Accountancy practices can ask across their whole client book. Finn never files a return or makes a…

Publisher description

…themes. 1. Find companies with filters: Build company lists, market maps, target accounts and peer sets using industry, location, ownership, funding, investors, revenue, valuation and more. 2. Enrich companies and build profiles: Access data on 20M+ companies across 74 structured fields, covering f…

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…andled. No personal information is needed. Limitations: fixed-rate loans only (no adjustable-rate resets, interest-only or balloon loans); it does not look up current rates, taxes or insurance quotes; results are informational and are not financial advice.

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…evo Wealth account and ask about your own book in plain language: net worth across accounts, real assets and liabilities; positions, allocation and concentration; today's brief for your household; risk, drift and stress results; credit, goals and your calendar. For example: "Where am I most concentr…

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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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…year, by card anniversary. baku keeps the whole portfolio in one place and knows when each credit resets, so nothing lapses on the last day of the month. With baku connected, you can: - Ask what is left to use and by when, across every card or for one card or one person in your household. - Ask what…

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…o they cost per year? - Am I on track with my budgets? - What is my net worth across accounts and assets? ChatGPT can also update categories, tags and budgets when you ask. You can turn edits off or disconnect in the Bilance app under Settings > Connected AI apps. Bilance never moves money and ChatG…

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…ting, no advice, and no trading — it reads history and does the sums. Free with no account: seven assets including Bitcoin, Ethereum, Solana, XRP, the S&P 500, the Nasdaq 100 and gold, and two plans per comparison. A BTC DCA Engine account covers the rest of the catalogue, larger comparisons, and th…

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…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.

Publisher description

…gent you already use. Your agent works from your real bank, card, loan, and investment accounts: it sets up goals and a budget with you, finds money you are losing to fees, price increases, or missed refunds, and remembers your plan and decisions between conversations. Every week Candor reviews your…

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Work out capital gains tax on shares, funds, crypto, property and other assets in 218 countries and territories, from the rules each country's tax authority publishes. Ask how a country taxes gains and the answer comes from that country's rules tables: the rates for each ta…

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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…

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…ddresses or personal data. CoinRebate does not give investment advice or market prices for crypto assets. The server places no orders, holds no funds, and does not access user accounts.

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…orders, public-wallet trading activity and position history, and builder revenue. Compare related assets across venues and check the coverage and freshness of available data. Coinversa supports market research and analytics; it does not place orders, sign transactions or transfer funds.

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…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

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

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…s you whether a crypto exchange, broker, bank or app is authorised under the EU Markets in Crypto-Assets Regulation (MiCA), using the European Securities and Markets Authority's official interim MiCA register. Ask about a company and it returns the authorised legal entities behind the brand, the nat…

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…, and Elterngeld Help does not store your answers. All amounts are estimates. Your Elterngeldstelle sets the final amount. Elterngeld Help is independent and not affiliated with any government agency.

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…ropean short-position disclosures, and Federal Reserve economic series. 120+ tools across those datasets.

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…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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…fall, fires, air quality, nighttime lights, shipping, and reservoir levels. FactIQ can discover datasets, run read-only SQL, calculate comparisons, return sourced analysis, and create inline charts. A FactIQ account is enough to connect. FactIQ records connector tool inputs and outputs for reliabili…

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…brokerage accounts, employee savings plans, retirement savings, crypto, real estate, alternative assets, loans and mortgages. You can connect more than 20,000 financial institutions across France, the rest of Europe, the United States and Canada. With Finary, turn your goals into a concrete plan ta…

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…wheelDayOne members can run Day Two+ PLUS and Horizons calculations. Results show known remaining assets and identify missing information. No GoMining account access, saved plans, wallet access, purchases, trades or transfers. Prices and rates are explicit assumptions, not a live feed or guaranteed…

Publisher description

…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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…r fee and progress billing against the contract, with money held back (retainage) where the project sets it, and anything that needs your decision called out. Confirm, and it drafts them. Nothing is sent: every draft is marked as drafted by your assistant and waits in Hubity for a person to review a…

Publisher description

…y, multi-user by default. Invoicing, bills, payments, quotes & orders, bank reconciliation, fixed assets, inventory, expense claims, tax, reports, and period close, all available for read and write. Ask "what can you do?" to see everything.

Publisher full description

…excludes dividends, and no fees, spreads or taxes are applied. - Turkish lira and these six assets only; no live quotes, single stocks or funds. - No accounts, and your calculations are not stored. - In Turkish and English, following the language you write in. Not affiliated with TÜİK or Borsa İsta…