Finance Codex plugins

Publisher capabilities · listing

…downgrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript s…

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…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 history for around 180 countries — some series back to 1920. Every answer is dated and names its sourc…

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…low visibility, save time on repetitive collection work, and maintain professional customer relationships.

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…taxes and maintenance Get a clear, visual report on your break-even point and see exactly when ownership starts to pay off.

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…filing search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

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…h customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfolio: "Create a folder named [Folder Name], move [Company Name] to the folder an…

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…risk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for…

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…ngs, and material revisions, for restatement-aware research and backtests without lookahead. - Ownership: 13F institutional holders and manager portfolios, Schedule 13D/13G blockholders, and Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for…

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…d court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court filings and source links with verifiable citations.

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…s, financial statements and metrics, earnings, operating KPIs, news, insider and institutional ownership, index fund holdings, interest rates, and stock screening.

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…ch public companies through source-linked financial statements, ratios, prices, filings, news, ownership, segments, KPIs, earnings events, and fund letters available under their Fiscal.ai account.

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…fied MCP connection. Users can retrieve market data, company information, economic indicators, ownership activity, and financial signals directly in conversation. Lexfi is a financial data provider and does not execute trades or provide investment advice.

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…ChatGPT. It covers 4,100+ active PE firms, 224,000+ companies, and 223,000+ transactions, with ownership histories, deal advisors, and 100,000+ press releases, focused on the middle market. Ask the questions you'd put to an analyst: which PE firms would buy a $30M revenue HVAC company in Texas; who…

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…K (foreign issuers that file with the SEC), and DEF 14A proxy statements. Not covered: insider/ownership filings (Forms 3/4/5, 13D/G), institutional holdings (13F), or registration/offering prospectuses (S-1, 424B). Updated daily from SEC EDGAR; daily end-of-day prices from a market-data feed. Infor…

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…s, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and management, with Moody's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and…

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…ta, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combin…

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…and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires f…

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RealOpen helps buyers use crypto to buy real estate. Verify wallet ownership, check crypto Proof of Funds eligibility, generate a Proof of Funds letter, and start your crypto-funded real estate purchase directly through ChatGPT. When you’re ready to purchase, the transact…

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…check share authorisation headroom across companies, review governance settings, or summarise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage equity on Vestd and want faster, conversational access to the…