Finance Codex plugins

Publisher capabilities · listing

Find published investment ideas by thesis, theme or trade setup Research companies and ETFs with dated cases and explicit coverage Compare investor views and follow cited thesis changes

Publisher description

…d and enrich companies, monitor company events, and track developments across industries and market 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…

Publisher description

…c-company financials, valuation metrics, operating KPIs, reported segments, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return to the results when they are ready.

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…ld your own strategies from a conversation: equity strategies screened by region, sector, industry, theme, ESG and factor tilts such as valuation, momentum and profitability, or multi-asset allocations with a risk level and weight caps. Screen and weight a strategy before you save it, backtest it on…

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…in categories and category performance, see trending funds, and screen funds by category, manager, theme, risk and return ranges. Index tools cover BIST and comparison indexes (FX, commodities) with price history and multi-asset return comparison. With your consent, the connector also reads your own…

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…market today, get a brief on any asset with chart analysis, catalysts and news, explore hot market themes, and backtest Autopilot grid strategies on past data. With your Rift account connected, review your portfolio and recent trades, understand how you trade with your Trader Report Card, track you…

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…ction, monitoring sentiment around a ticker, tracking breaking news, or discovering emerging market themes and trade ideas, Stocktwits provides context behind market moves, not just price updates.

Publisher description

…utual fund market. Ask in plain language — Hebrew or English — to find and filter funds by manager, theme, or strategy; compare fees, performance, and risk; browse curated themes and recently launched funds; view manager profiles with market share; and search market research and central-bank context…

Publisher description

…ry Classification (TIIC): a five-level, one-to-many taxonomy mapping companies to 3,000+ investable themes based on what they actually do. Performance is tracked through Theme Watch Indices (TWI), with 10+ years of daily history across global regions. What you can do in ChatGPT: * Profile any compan…

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…workflows: - Thesis review: a weekly or catch-up read of which saved Company theses and Investment themes had support, contradict or neutral signals in a bounded window, with exact sources, dates and coverage gaps. - Evidence check: compare one assumption you state against the exact retained eviden…