Finance Codex plugins

Plugin name

TaxMadeEazy: Rideshare Ded

Publisher subtitle

Share the check

Publisher description

…s tool is for informational and exploration purposes only, providing estimates based on the details shared in the chat. Official policy issuance requires verification through Allianz Direct Spain's official website. The insurance part of the Service that Allianz Direct operates is subject to human o…

Publisher description

…B.nu. Access is controlled by OAuth 2.1. The user picks which company to connect and which areas to share, and every tool is additionally checked against their own permissions in B2B.nu — the AI can never do more than the user can. Personal identity numbers, bank account numbers and bankgiro/IBAN de…

Publisher description

…al accounts to see your net worth, spending, and household finances in ChatGPT — including accounts shared with a partner, with full control over what stays private.

Publisher description

…-runs instantly. Continue the same deal on OneMoreDoor.com with every number carried over, or get a shareable link for your partner or broker. Investment property only; it never quotes rates, and it collects no personal information.

Publisher description

…s different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology stacks. With MCP, firms can integrate new solutions efficiently, drive innovation, and maximize…

Publisher description

…stomer email addresses are partly hidden before the model sees them. Bank account details are never shared. Building on the GoCardless API? Ask for integration guidance and code samples, and connect to Sandbox to test.

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…orical market data. You can also prompt ChatGPT to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT never submits orders directly to the market. Any trading symbols displayed or discussed a…

Publisher description

…nd evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches what you'd see in…

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…ze my assets, liabilities, and entities - What questions should I ask my advisor? - Update my Tesla shares to 100 units Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/

Publisher description

…xplore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Magazine content, and get straightforward explanations of investing terms and jargon, all without leaving ChatGPT. Whether you’re learning the basics, exploring different investment ideas, or t…

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Lightsplit is a shared group ledger designed for trips, households, and teams, managed entirely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and sett…

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…ps. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

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…vel insurance quote and purchase process. Please provide only the information requested, and do not share additional information unless specifically requested as part of the quote process. This plugin is available through ChatGPT, which is provided by OpenAI and is subject to OpenAI's terms, privacy…

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…ead-only. It cannot move money or access sensitive credentials. You stay in control of what data is shared and can disconnect at any time. Try asking: “Show my account balances” “What bills are coming up?” “How much did I spend on food last month?” “Where is most of my money going?”

Publisher description

…turning multiple debts into one monthly payment could work for you - through a simple conversation. Share details about the debts you’re managing and see illustrative repayment scenarios. You can understand how combining balances into one structured plan might affect your monthly payment and overall…

Publisher description

…ualified stock options (NSOs) are better exercised and sold, or exercised and held. 5. Whether your shares pass the six statutory tests for qualified small business stock (QSBS). Best to check early for potential tax savings, the rules just changed. 6. How exposed a single position leaves you, and w…

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…your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.

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…to find the ideal mortgage for your real estate project in France, directly with Pretto on ChatGPT. Share your project details to instantly determine your maximum borrowing capacity or simulate your future monthly payments based on current market trends and profile-specific interest rates. Schedule…

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…rategy, stress scenarios showing what breaks the deal, every assumption it filled in for you, and a shareable report link. It covers long-term rental, short-term rental, BRRRR, fix-and-flip, multifamily and new construction. It can compare all six against the same property to find its best use, and…

Publisher description

…total hours. Everything is scoped to your own authenticated REPSLog account. It does not access or share other users' data. Requires a REPSLog account with an active Premium subscription. That subscription is purchased separately in the standalone REPSLog mobile and web apps, not through ChatGPT. L…

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…ect stored results, render projection summaries, preview selected taxes, and create unlisted public shares on explicit request.

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…timates & models as structured data * round-by-round funding data including valuation and price per share For investors, VCs & corp dev: produce investmemo first drafts, quickly answer diligence questions, build comps, compare business models, track funding and key milestones, and pull the most rele…

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…to apply, they are guided to third-party providers and explicitly consent before any information is shared. SecureLend is designed as a modular financial comparison platform and may expand to additional financial products over time.

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SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, create invite links, send direct group invites, review balances and settlements, and create, update, or dele…

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…Important Information: This app provides renters aviation insurance quotes based on the information shared during the conversation. Final pricing, eligibility, and policy issuance occur through SkyWatch’s official web platform and remain subject to underwriting review and applicable state requiremen…

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…nce, and risk; browse curated themes and recently launched funds; view manager profiles with market share; and search market research and central-bank context. Informational only — not investment advice.

Publisher description

The Vestd connector gives your AI direct access to your company's equity management data - shareholders, share classes, option grants (EMI, ESOP, CSOP, unapproved, growth shares), stock transfers, valuations, dividends, directors, and statutory filings (SH01s, confirmation statements, resol…

Publisher description

…hisper Money is a privacy-first personal finance app: your financial data is yours, and it is never shared with third parties. This app connects ChatGPT to your own Whisper Money account so you can analyse your money in plain language instead of clicking through dashboards. Ask questions like "how m…