MARKET RESEARCH

Finance Codex plugins

Find plugins for your work. Follow them to see what changes.

Explore 5,283 plugins across 14 categories.

Selected:ui ×Finance ×

Finance plugins 172

1–36 of 172

Plugin growth →

Sources & collection details

Collection coverage →

Last completed check: Oct 3, 2026 · 00:02 UTC.

Monetization research dated Oct 1, 2026. Unreviewed pricing is marked explicitly. The time range applies to the activity filter; Recently changed includes listing, instruction and pricing-reference changes, excluding technical-only metadata.

Export this page ↓

All query words must match. Use quotes for an exact phrase. Matches include publisher text, keywords and attributed research.

Discover Codex plugins by task and category
Plugin / developer	Category	Follow
CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim... Plugin name CA Property Tax Appeal Guide Show in context → 5 more matching sources Package name california-property-tax-appeal-guide Show in context → Publisher subtitle Multilingual guided appeals. Show in context → 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 valua… Show in context → Publisher description Provide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing. Show in context → Publisher full description …urney, what may be needed at each step, what the plugin can find, and what they will receive. Then guide them one question at a time through valuation, deadlines, evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels. Show in context →	FinanceVersion 0.4.0+codex.20260913	View details →
CredCore - Tusk LiquidCredCoreTusk Liquid connects AI assistants to CredCore's curated database of public credit-agreement data — covenants, debt structure, pricing, a... Plugin name CredCore - Tusk Liquid Show in context → 1 more matching sources 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 agree… Show in context →	FinanceVersion 2.0.0	View details →
EquiblesDaniel Alexandre Pratas de OliveiraRetrieve financial datasets for company and market research. Plugin name Equibles Show in context → 1 more matching sources Publisher description Equibles gives ChatGPT direct access to US stock market data, so answers are grounded in primary sources instead of recall. Ask for a stock price, an option chain with strikes, greeks, implied volatilit… Show in context →	FinanceVersion 1.0.1	View details →
GuidepointGuidepointEmbed trusted expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensi... Plugin name Guidepoint Show in context → 1 more matching sources Publisher description …expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview transcripts. We combine institutional-grade quality with the volume needed for decision-critical w… Show in context →	FinanceVersion 2.0.0	View details →
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs... Plugin name Institutional Equity Analyst Show in context → 6 more matching sources Package name institutional-public-equity-analyst Show in context → Publisher subtitle Public equity research Show in context → Publisher keywords · listing equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk Show in context → Publisher Quiet Engine Show in context → Publisher description Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits. Show in context → Publisher full description A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations… Show in context →	FinanceVersion 2.0.0	View details →
MutuiOnline.itMutuiOnline S.p.AWith this app, you can quickly and easily search and compare the mortgage offers available on MutuiOnline.it. The app allows you to find ... Plugin name MutuiOnline.it Show in context → 2 more matching sources Publisher MutuiOnline S.p.A Show in context → Publisher description With this app, you can quickly and easily search and compare the mortgage offers available on MutuiOnline.it. The app allows you to find the solutions that best suit your needs by comparing top offers from dozens of banks an… Show in context →	FinanceVersion 2.0.0	View details →
Options Analysis SuiteOptions Analysis Suite, LLCOptions Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatili... Plugin name Options Analysis Suite Show in context → 2 more matching sources Publisher Options Analysis Suite, LLC Show in context → Publisher description Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC mar… Show in context →	FinanceVersion 1.0.0	View details →
Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts... Plugin name Public Equity Investing Show in context → 5 more matching sources Package name public-equity-investing Show in context → Publisher subtitle Public equity research Show in context → Publisher keywords · listing public-equity-investing factset morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment… Show in context → Publisher description Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side resear… Show in context → Publisher full description Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic liste… Show in context →	FinanceVersion 0.1.31	View details →
SuitolyShigeki YoshiokaSuitoly is a simple income and expense tracker with cloud sync. Connect it to ChatGPT to search, record, and summarize your finances in n... Plugin name Suitoly Show in context → 1 more matching sources 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 al… Show in context →	FinanceVersion 1.0.0	View details →
TuioWaniwaniTuio helps users in Spain estimate home insurance prices, review included coverage, continue a quote on Tuio, and search FAQ or policy te... Plugin name Tuio Show in context → 1 more matching sources Publisher description Tuio helps users in Spain estimate home insurance prices, review included coverage, continue a quote on Tuio, and search FAQ or policy terms for insurance support questions. Show in context →	FinanceVersion 2.0.0	View details →
Análise de Ações ListadasRODOLFO SIQUEIRA ESTEVESFluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, ... Publisher subtitle Pesquisa de ações listadas Show in context → 2 more matching sources Publisher description Fluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis. Show in context → Publisher full description Pesquise companhias listadas com um fluxo estruturado de análise fundamentalista, forense e de valuation. O plugin usa documentos regulatórios, como ITR e DFP da CVM, demonstrações financeiras, teleconfer… Show in context →	FinanceVersion 1.0.0	View details →
Any Exchange RateWidgetToggle between exchange rates and convert different amounts without having to leave ChatGPT. e.g. Just ask ChatGPT: "@Any Exchange Rate ... Publisher subtitle Quickly check rates: $€¥ Show in context →	FinanceVersion 1.0.0	View details →
Irish Tax HubIrish Tax HubIrish Tax Hub helps users estimate Irish taxes, inspect current tax rates and deadlines, search Revenue guidance, and research Ireland's ... Publisher subtitle Irish tax tools and guidance Show in context → 1 more matching sources Publisher description …Tax Hub helps users estimate Irish taxes, inspect current tax rates and deadlines, search Revenue guidance, and research Ireland's double-taxation treaties through read-only tools. Show in context →	FinanceVersion 1.0.0	View details →
OptionsAhoyAlphaLatitude Inc.Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and i... Publisher subtitle Equity comp tax planning Show in context → 1 more matching sources Publisher description …nd in what order, and what that saves against selling oldest-first (the default order your broker's UI will offer). This sounds like a minute optimization. On a $725,000 sale from a concentrated position, the gap between the optimal order and your broker's default could be over $100,000 in tax. 4. W… Show in context →	FinanceVersion 3.0.0	View details →
PinegapPinegap incPower your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throug... Publisher subtitle AI-powered Equity Research Show in context → 1 more matching sources 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 an… Show in context →	FinanceVersion 1.0.0	View details →
QBO Connector by MeridianPilot.com, Inc.This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple Quic... Publisher subtitle Read and update QuickBooks Show in context → 1 more matching sources 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 e… Show in context →	FinanceVersion 1.0.5	View details →
SecfiSecfiPlan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model... Publisher subtitle Equity planning & calculation Show in context → 1 more matching sources Publisher description Plan and understand your equity compensation with Secfi. Get answers on your portfolio valuations, exercise costs, AMT exposure and model exit scenarios - all calculated from your actual equity data. Weather you’re trying to de… Show in context →	FinanceVersion 1.0.0	View details →
S&P Global - AdaptiveKensho TechnologiesS&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query... Publisher subtitle Built for complex workflows Show in context → 1 more matching sources Publisher description …Market Intelligence to Energy data, generating queries and assembling cited results automatically. Built by Kensho, S&P Global’s AI innovation engine, the solution is ideal for deep research, multi-step analysis, and autonomous agent workflows. Can be used alongside S&P Global - Deterministic for te… Show in context →	FinanceVersion 1.0.0	View details →
S&P Global - DeterministicKensho TechnologiesUse natural language to query a range of S&P Global datasets, including S&P Capital IQ Financials, transcripts, and more. Designed to sav... Publisher subtitle Built for precise queries Show in context →	FinanceVersion 7.0.0	View details →
StrategyTuneStrategyTuneStrategyTune is a backtesting platform for trading strategies, and this plugin gives ChatGPT hands-on access to it. ChatGPT can write an... Publisher subtitle Build and backtest strategies Show in context → 1 more matching sources Publisher description …es, and this plugin gives ChatGPT hands-on access to it. ChatGPT can write and save the pieces you build with — chart indicators, reusable market conditions (StrategyTune calls them signals and filters), and full trading strategies — then run them tick-by-tick against real historical market data in… Show in context →	FinanceVersion 1.1.0	View details →
Tinman AIBetterTinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl... Publisher subtitle Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer compl... Show in context → 1 more matching sources Publisher full description Tinman AI helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guide… Show in context →	FinanceVersion 1.0.3	View details →
WhopLaddIndependent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions. Publisher subtitle Guide Whop payment setup Show in context → 2 more matching sources Publisher description Independent Whop signup and business setup guide with disclosed affiliate signup and official MCP connection instructions. Show in context → Publisher full description Independent Whop onboarding guide published by Ladd through PlugIn. Start a new business through a disclosed affiliate link, plan checkout setup, and learn to connect Whop’s official MCP separately. Existing users can skip signup… Show in context →	FinanceVersion 1.0.0	View details →
FinAnts Financial CoachDAVID ALEJANDRO COLLAZOS TORRESEvidence-based personal financial coaching for authorized FinAnts context. Publisher capabilities · listing Financial coaching guidance Authorized-context interpretation Savings/Goals recognition Priority-based guidance (deficit, debt, goals) Mobile-friendly financial explanations Show in context →	FinanceVersion 1.1.1	View details →
BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi... Publisher keywords · listing accounting bookkeeping financial-close invoicing management-accounts xero quickbooks Show in context → 2 more matching sources Publisher description …d aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect. Show in context → Publisher full description Briefcase is bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, ma… Show in context →	FinanceVersion 1.1.1	View details →
Co-InvestLiquidCo-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, po... Publisher Liquid Show in context → 1 more matching sources Publisher description Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, with trade ideas ready… Show in context →	FinanceVersion 1.0.0	View details →
Co-InvestLiquidX AI, Inc.Co-Invest lets you trade directly from ChatGPT. Explore, analyze, and place trades across a wide range of assets through a simple conver... Publisher LiquidX AI, Inc. Show in context → 1 more matching sources Publisher description …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, review positions, and… Show in context →	FinanceVersion 2.0.0	View details →
Midpoint Card PricesI Lov Guitars Inc.Look up what a trading card is worth and whether grading it pays. Midpoint returns current USD market prices for 1.5M+ Pokémon, Magic: Th... Publisher I Lov Guitars Inc. Show in context →	FinanceVersion 1.0.0	View details →
SaaSFlowWalletguide GmbHCombine real-time SaaS P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from ... Publisher Walletguide GmbH Show in context →	FinanceVersion 1.0.0	View details →
Seguro MatchTuio Partners Correduría de Seguros, S.L.Seguro Match helps users in Spain compare real home, car, and motorcycle insurance quotes in ChatGPT. The model opens a guided quote wiza... Publisher Tuio Partners Correduría de Seguros, S.L. Show in context → 1 more matching sources Publisher description …ers in Spain compare real home, car, and motorcycle insurance quotes in ChatGPT. The model opens a guided quote wizard; the embedded widget collects the required details (with catalog and address lookups), runs the quotes against authorized insurer systems, and shows comparable offers and coverage d… Show in context →	FinanceVersion 5.0.0	View details →
Superbrain FinanzasLuis BernaSuperbrain Finanzas convierte tus conversaciones en un registro financiero personal y continuo. Registra ingresos y gastos, consulta movi... Publisher Luis Berna Show in context →	FinanceVersion 2.0.0	View details →
AI ExpenseSPARK IOT TECHNOLOGIES PTY LTD Publisher description …expenses, merchants, categories, and spending trends. An active paid AI Expense subscription is required. Show in context →	FinanceVersion 1.0.1	View details →
AirwallexAirwallex (Singapore) Pte. Ltd. Publisher description …board suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation to ChatGPT, allowing ChatGPT to implement integration best practices. Show in context →	FinanceVersion 1.0.0	View details →
AlephAleph Publisher description …grations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear, and your other tools Show in context →	FinanceVersion 4.0.0	View details →
AllianzAllianz Technology SE Publisher description …ffer you: 1. Personalized premium calculations: Based on the information you provide, we calculate suitable, non-binding premiums for selected Allianz personal insurance products. 2. Clear and understandable product information We explain the benefits, components, and differences of our products in… Show in context →	FinanceVersion 3.0.0	View details →
Allianz Direct EspañaAllianz Direct España Publisher description …oses only, providing estimates based on the details shared in the chat. Official policy issuance requires verification through Allianz Direct Spain's official website. The insurance part of the Service that Allianz Direct operates is subject to human oversight by Allianz; you may contact human advis… Show in context →	FinanceVersion 1.0.0	View details →
Alpaca Paper TradingAlpaca Publisher description …affiliates (collectively, “Alpaca”) are not authorized to conduct business. Options trading is not suitable for all investors due to its inherent high risk, which can potentially result in significant losses. Please read Characteristics and Risks of Standardized Options (https://www.theocc.com/Compa… Show in context →	FinanceVersion 1.0.0	View details →