Finance Codex plugins

Plugin name

Portfolio Dividend Tracker

Publisher capabilities · listing

Multilingual and bilingual guidance Language selection and mid-case switching Up-front process map and preparation checklist One-question-at-a-time guided interview Plain-language explanations and choices Official property valuat… …peal 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 description

Tusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, amendments, and obligations — extracted from publicly filed credit agreem… …ts. Once connected, you can query a deal's terms, benchmark covenant packages against market comps, track changes across amendments, and compare a borrower with its peers; the assistant retrieves the values and composes the answer. Coverage spans thousands of agreements across sectors, structures, a…

Publisher description

PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthl…

Publisher subtitle

Track your business finances

Publisher subtitle

Track balances and sales

Publisher description

…eal-time prices, fundamentals, earnings, SEC filings, options flow, technicals, analyst actions, insider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares to its peers… …echnical setups Review options flow, darkpool prints, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not exec…

Publisher description

Stable.com is a read-only information and order-tracking companion for the Stable platform. It looks up supported networks and assets, estimates indicative rates and fees, tracks the status of swaps a user has already started, and shows wallet balances and token allowances. The app does not execute trades, move or hold funds, or provide investment advice; any action is completed by the user on the Stable platform at stable.com.

Publisher description

Suitoly is a simple income and expense tracker with cloud sync. Connect it to ChatGPT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have allowed ChatGPT to use - Search entries… …t scanning. A Suitoly account is required. Get the app: - iPhone / iPad: https://apps.apple.com/app/id6790985695 - Web: https://app.suitoly.com

Publisher subtitle

Track money, bills, statements

Publisher keywords · listing

investment-banking factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

Publisher description

…ompany research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

Publisher description

Co-Invest lets you trade directly from ChatGPT. Explore, analyze, and place trades across a wide range of assets through a simple conversational interface. Whether you’re tracking crypto, equities, commodities, FX, or market indexes, Co-Invest helps you move from idea to action without switching between multiple apps. With 24/7 access, you can monitor opportunities, re…

Publisher description

…active tickers. Pull company fundamentals, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call r…

Publisher description

Research and track Brazilian REITs (real estate investment funds, or FIIs) using natural language. Análise de FIIs organizes fund prices, dividend yield, fundamentals, indicators, risk, liquidity, distributions, and reports. Compare funds and use a screener to find FIIs that match your criteria. Authenticated Pro users can also track their…

Publisher description

…search your own private documents, including notes, internal research, artifacts, and files, alongside public filings and market data, so proprietary research and public sources can be used together in the same query. Built for anyone making a financial decision, from individual investors researching a stock or tracking their portfolio to analysts at hedge funds, asset managers, and investment banks. Run an initiation report, compare two 10-Ks, prep a pre-earnings or pre-FOMC briefing, track a competitor, ca…

Publisher description

…ke the most informed real estate decision with a comprehensive Buy vs. Rent simulator. This app provides an objective, data-driven analysis to determine if buying a property is truly more profitable than renting and investing your capital elsewhere. By integrating historical and projected IMF inflation data for your specific country, the simulator tracks the real value of your money year after year. It provides a complete financial breakdown from your first mortgage payment to the final resale, ensuring you stay objective based on your unique p…

Publisher description

…is evolving beyond dashboard actions to support the full suite of Cashfree Payments, Payouts, SecureID, PPI, and Partners APIs used in real-world integrations. From tracking live payment flows and debugging transactions to managing settlements and analyzing business performance, ChatGPT becomes your unified AI-powered Cashfree assistant for every payments-related…

Publisher description

CryptoAudit: Crypto AI helps people analyze cryptocurrency markets inside ChatGPT. Users can view live charts, check market summaries, compare coins, review technical indicators like RSI and MACD, see support and resistance levels, track market sentiment, spot unusual whale activity, and explore AI-based price outlooks. It is built for quick research and clearer decision-making with simple, practical crypto insights.

Publisher description

…money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categories, or accounts. Ask wh… …would save you. - Get a grounded answer to "can I afford this" — Tell any AI agent what you're considering. It'll check your cash flow, upcoming bills, and buffer — and give you a straight answer.

Publisher description

…look up company fundamentals, pull financial statements, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data.

Publisher description

…del Context Protocol) app transforms ChatGPT into a powerful financial agent with 22 MCP tools, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and crypto prices. Advanced Analytics: Professional-grade technical analysis tools and… …ional 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-generation financial ecosystem…

Publisher description

Gemral Edge provides public-record financial intelligence inside ChatGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market ca… …and ranked by an Alpha Score where signals converge. Does management keep its word: the Management Track Record engine scores whether a company's executives actually deliver on the commitments they make on earnings calls and in filings — an Executive Reliability / Credibility score, realization rat…

Publisher description

…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 has owned a company and for how long; which sponsors are building roll-ups i… …search; buyer, investor, and advisor matching; ownership histories; activity rankings; and roll-up tracking. Every result links to the corresponding mergr.com profile. Access requires a mergr.com membership.

Publisher description

…k to its source on SEC EDGAR. Pull exact as-filed XBRL facts and multi-period financial statements, track a metric across fiscal periods, screen and rank 5,500+ companies by financials, compare peers, read filing sections (risk factors, MD&A, earnings), and full-text search SEC EDGAR. Coverage: 10-K… …-F/40-F/6-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 f…

Publisher description

MonitorBankRates has tracked bank and credit union rates since 2008. This plugin connects ChatGPT to the same live database that powers MonitorBankRates.com: about 150,000 current rate quotes from more than 8,000 U.S. ban… …he past week, month, or quarter. Look up any bank or credit union to see every rate it offers alongside its MonitorBankRates financial health grade, star rating, and Texas ratio from the latest FDIC or NCUA filing. You can also pull the MBR Housing Affordability Index, updated daily with state ranki…

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MT Newswires brings real-time global financial news directly into ChatGPT — providing original, unbiased and comprehensive multi-asset class coverage of capital markets and economies in over 180 topics. Powered by a global newsroom trusted by the largest banks, brokerages, profes… …n any ticker and analyze price impact • Monitor energy sector developments across global equities • Track macro events and global central bank signals in real time • Screen for earnings, M&A, and market-moving headlines Example prompts: → "What is the latest news for NVIDIA and has it influenced the…

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Nexafin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, t… …sconnect 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

Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional analyst tools — drawing AI-powered deep equity research across earnings, company research, watchlists, agents, and investment thesis tracking.

Publisher description

…rse. Any account also reads every stock on its own watchlist, however deep it ranks. Find your next idea instead of checking one ticker at a time. Discover Stocks screens the whole nightly-analyzed universe by region, exchange, sector, industry, market cap, or volume and ranks the results by any Sto… …rom the conversation: add or remove a ticker, then ask how everything on it scored last night. Free tracks up to 10 stocks; Pro and Max plans track an unlimited number. When one stock matters, start a full analysis on demand, follow its progress, and read the result. Plus Analysis adds an AI narrati…

Publisher description

…ty insights. Whether you’re researching an earnings reaction, 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.

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…xonomy 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 company by ticker, ISIN, FIGI, or ticker — see its full them… …industry, or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.

Publisher description

Track your Western Union money transfers, get official answers to common questions, and check real-time exchange rates. All directly inside ChatGPT. You can try these right now: * Track my transfer * Exchange Rate from USD to INR * What information do I need to send money? * What is an MTCN and where can I find it? * How can I pay for…

Publisher description

…time log and read your existing data: list your properties, categories, and participants, pull individual logs, and get summaries of 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 P…