Finance Codex plugins

Publisher subtitle

Query structured SEC data

Publisher capabilities · listing

…collection Comparable-sales analysis Appeal packet drafting Verified county online-filing guidance Structured case continuity and conflict tracking Address-to-county resolution with county parcel confirmation Document and proof-of-filing review Reminder-ready verified deadline tracking

Publisher keywords · package

moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-calls news

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Bring Airwallex's global financial infrastructure 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…

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With the Aleph MCP Server, you can: - Plug into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceab…

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…t car insurance options within ChatGPT. This tool helps you see how a car insurance policy could be structured, focusing on clarity and customization. Use this app to design a potential policy configuration, learn about protection details, and get an estimated price without any commitment. Key Featu…

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…gative, and neutral signals from earnings materials. It is designed to make financial research more structured, faster, and easier to review.

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Annual accounts filed with the National Bank of Belgium, as structured JSON with the official rubric codes and labels in Dutch, French, German or English. Look up a Belgian company by name, fetch its balance sheet, income statement, social balance sheet and no…

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Boersi connects ChatGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

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…ects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, amendments, and obligations — extracted from publicly filed credit agreements. Once connected, you can query a deal's terms, benchmark covenant packages against market comps, track…

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Datarails FinanceOS brings structure and intelligence to your financial data. It provides a managed, organized database that keeps your numbers clean and reliable. Every change is fully traced with a built-in audit trail, so yo…

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…g available public information. Explore stock moves, macro context, market sentiment, and technical structure, and prepare pre-market briefs or market recaps. Organize findings with source references, distinguish confirmed facts from interpretation, and identify information gaps.

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…t 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 and assign Alert Profile [Alert Profile Name] to t…

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…data through interactive charts generated from natural-language queries. The app provides access to structured financial information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific metrics or comparisons, and the app dynamically…

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…rs access to source-linked economic, market and company intelligence—including official statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex.

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Financial Datasets gives ChatGPT access to structured stock market data for 27,000+ active and delisted U.S. tickers. Research companies and markets with real-time and historical prices, primary-source SEC filings, financial statements and met…

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…and quarterly filings from SEC EDGAR, extracts the key financial data, and presents it as a clean, structured summary — the kind an analyst would put together, in a fraction of the time.

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Access Vietnam's financial markets through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodit…

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…ndard for secure, bidirectional communication between ChatGPT and Forinvest's robust financial infrastructure. Whether you're tracking real-time price movements or seeking deep market analysis, Forinvest MCP provides the reliable data layer needed for informed decision-making. We provide a next-gene…

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…and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability discovery to connect research, strategy development, and validation in your HeyTraders workspace. Agents discover the tools relevant to each task and retrie…

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…operators and executives who ran the companies you're analysing, then turn those conversations into structured, cited research. This connector brings that library into ChatGPT. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read fu…

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Lexfi gives ChatGPT access to structured financial data for research and analysis. It covers equities, macroeconomics, fixed income, institutional holdings, market sentiment, alternative data, and global markets through a unified…

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…y's Ratings proprietary ratings and research, and probability of default metrics, all enhanced by unstructured data like company filings, earnings transcripts, news, and macroeconomic trends. By bringing structured and unstructured credit inputs together in a single interface, Moody's Credit MCP ena…

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…unities, and align sales and marketing strategies around high-value prospects. By bringing together structured company data and contextual insights into a single interface, Moody’s Growth & Strategy MCP helps streamline data-to-insight workflows and supports improvements in targeting precision, pipe…

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…M&A buyers" "median SaaS public NTM multiples," or "biggest VC rounds in Europe this year" and get structured, sourced answers back instantly.

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Next Stock – Market Insights helps users explore stock market data through structured analysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based o…

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Get structured stock quotes, technical indicators, trend data, symbol search, and Yahoo-derived fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or…

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…naging and see illustrative repayment scenarios. You can understand how combining balances into one structured plan might affect your monthly payment and overall repayment timeline. If you choose to proceed, you can continue your application securely on Oakbrook’s website. OakbrookOne will arrange r…

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Inspect autonomous payment proposals against structured policy, retrieve public signed OCD receipts, and check receipt proofs. Inspection is unsigned and performs no sanctions screening. Verification returns VALID, INVALID or UNVERIFIABLE; it do…

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…mplied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summar…

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Ornn Data gives ChatGPT live and historical market data for AI infrastructure: GPU rental price indices (spot, daily settles, rolling averages, volatility, volume, forward curve), memory (DRAM/flash/module) prices, token price indices by lab, LLM coding-activity indic…

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…time horizon, and desired outcome parameters. Parity identifies an available expiration and options structure, then explains the estimated cost, downside protection, upside tradeoff, dividends, and liquidity in plain language. Parity provides educational analysis only. It does not provide personaliz…

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…ocuments into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document his…

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PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal ter…

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…le-specific interest rates. Schedule an appointment with a Pretto broker to refine your results and structure your financing plan. The service is free of charge.

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…ine. It compares published and fresh KID figures for numeric Article 15 review triggers and returns structured results, coverage, and traces.