Finance Codex plugins

Publisher description

S&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from 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…

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Built for precise queries

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 for your final review. Designed for traders who want sharper context, faster planning, and a more connected way to navigate Liquid markets.

Publisher description

…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 Features: • Detailed Coverage Analysis: Receive detailed breakdowns of w… …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…

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…cess to quantitative market research and strategy testing through the Codex browser, with workflows designed for token-efficient tool use. Manipulate and analyze charts, add technical indicators, research markets, analyze portfolios descriptively, build and backtest trading strategies, and run strategies in simulated paper mode using the tools available in HeyTraders. The skills use structured commands and targeted capability discovery to connec…

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…on CDs (3 to 60 months), high-yield savings, money market and checking accounts, mortgages, home equity loans and HELOCs, auto loans, personal loans, and credit cards — nationally or in your state — and get one best quote per institution with the minimum deposit and the date it was collected. Check… …specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that lin…

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…ompliance - 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 limited to your own data, and account numbers are masked. Your data is stored in the EU. Requires an EdgeBook account (part of the PFT Terminal) with the AI add-on enabled.

Publisher description

…ersonal information and only gathers limited prequalification details when necessary. SecureLend is designed to operate without authentication, and all features are accessible without sign-in. SecureLend does not provide loans or make credit decisions. All results are informational only. When users choose to apply, they are guided to third-party providers and explicitly consent before any information is shared. SecureLend is designed as a modular financial comparison platform and may expand to additional financial product…

Publisher description

…lance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…lance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…lance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…lance data through a single consistent schema, regardless of the underlying accounting system. Run built-in analytics including financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.