Finance Codex plugins

Publisher description

This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBo…

Publisher description

This connector lets ChatGPT and Codex securely read from and write to Xero. Some things you can do: • Connect multiple Xero companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Inspect full native invoice and bill…

Publisher description

…bout the market and it answers from memory: whatever it absorbed during training, with no idea what today looks like or what you actually own. Jawz gives it both. You get a live market read and a published four-chapter process for thinking about a portfolio: See the World (what markets are doing right now), Understand the Book (what your positions are really exposed to), Decide (how to think through a specific choice), and Observe & Refine (what your past decisions actually did). Things you can ask: • "What's the current macro regime?" • "What does this week's read mean for a portfolio with BTC, AAPL and GLD?" • "Is my thesis on this position still intact?" • "What's in this w…

Publisher description

PFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades. Your assistant can read:… …Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is…

Publisher description

…ve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in p… …answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your b… …predict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll g…

Publisher description

Ask about any US retailer's return policy: the return window, whether returns are free, restocking fees, holiday extensions, and a grade from A+ to D-. Check whether a store price-matches, what military and student discounts it offers, what a brand gives away on your birthday, and how to ca… …'s editors, and each record carries the date it was last checked. The plugin is read-only: it looks things up and never changes anything.