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Finance Codex plugins

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Finance plugins 177

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Alpha VantageAlpha Vantage Inc.Real-time and historical stock prices, quotes, and price history for any ticker, spanning stocks, ETFs, mutual funds, options, forex, com...

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Alpha Vantage

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Alpha Vantage Inc.

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Publisher description

…uery 50+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, VWAP, and more), plus advanced rolling and fixed-window analytics for volatility, correlation, and performance metrics, ideal for backtesting and building trading strategies. Check forex and currency exchange rates, global c…

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FinanceVersion 1.0.0
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AvalaraOpenAIReview and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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Avalara

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avalara

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Publisher keywords · listing

avalara tax compliance transactions reports browser

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Publisher description

Review and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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Review transactions, liabilities, exemptions, returns, and reports through the Avalara Product Portal in your browser. Requires local browser access in ChatGPT Desktop or desktop Codex; not available on web, mobile, or cloud-backed tasks. Make requested record and configuration c…

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FinanceVersion 0.3.0
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BBVABBVASkip the browsing. Get instant, visual answers about BBVA Italy and BBVA Germany. A safe, interactive guide to our products and promos. T...

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BBVA

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Publisher subtitle

Explore BBVA on Your Terms

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Publisher description

Skip the browsing. Get instant, visual answers about BBVA Italy and BBVA Germany. A safe, interactive guide to our products and promos. Try: “Explain to me the card cashback” or “Is it really free?”. Information only (no account access or transactions). A…

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FinanceVersion 6.0.0
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Elevate InvoicesElevate OÜStop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your ...

Plugin name

Elevate Invoices

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Elevate OÜ

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FinanceVersion 1.0.0
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KovaGigantes Research LLCKova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review...

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Kova

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Kova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in.…

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FinanceVersion 1.0.0
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UK Property ValuationGenforge LtdWondering what a UK home is worth? This app helps you explore that inside ChatGPT using real sold prices and energy-performance certifica...

Plugin name

UK Property Valuation

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UK House and Flat Valuation

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Publisher description

…and you get a clear property report: recent sales nearby, certificate ratings and floor area where available, a map of the area, and how local prices compare on a per-square-foot basis. You can also search certificates by postcode — useful if you care about energy ratings (for example homes rated E…

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FinanceVersion 1.0.0
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VaatunVaatun Technologies Private LimitedVaatun is your assistant for modern Insurtech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow th...

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Vaatun

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Vaatun Technologies Private Limited

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Vaatun is your assistant for modern Insurtech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automati…

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FinanceVersion 1.0.0
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Validis (AU)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis (AU)

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Validis Group Holdings Limited

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts…

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FinanceVersion 2.0.0
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Validis (CA)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

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Validis (CA)

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Validis Group Holdings Limited

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts…

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FinanceVersion 1.0.0
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Validis (UK)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Plugin name

Validis (UK)

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Validis Group Holdings Limited

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardised general ledger, accounts receivable, accounts…

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FinanceVersion 2.0.0
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Validis (US)Validis Group Holdings LimitedValidis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, p...

Plugin name

Validis (US)

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Validis Group Holdings Limited

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Validis connects ChatGPT to transaction level accounting data extracted from a company's source ledgers. Search and select engagements, pull standardized general ledger, accounts receivable, accounts…

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FinanceVersion 1.0.0
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ValuEdge - Stock ValuationValuEdgeResearch stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge acc...

Plugin name

ValuEdge - Stock Valuation

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Publisher subtitle

Valuation & Portfolio Research

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Publisher

ValuEdge

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Publisher description

Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stock screener, and g…

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FinanceVersion 1.0.0
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Vantixshttps://vantixs.comVantixs is a visual algorithmic trading platform for building, validating, and testing strategy pipelines. The ChatGPT app connects to th...

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Vantixs

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https://vantixs.com

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Vantixs is a visual algorithmic trading platform for building, validating, and testing strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so users can inspect node schemas, validat…

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FinanceVersion 1.0.0
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VUHL VA Loan CalculatorVeterans United Home LoansThe Veterans United Home Loans VA loan calculator helps Veterans and service members estimate their monthly mortgage payment. Enter detai...

Plugin name

VUHL VA Loan Calculator

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Publisher subtitle

Estimate your VA loan payment.

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The Veterans United Home Loans VA loan calculator helps Veterans and service members estimate their monthly mortgage payment. Enter details like home price, down payment, interest rate, loan term and military background, and it han…

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FinanceVersion 3.0.0
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BilköpskollenJAKOB CARL ECK FRIBERGBilköpskollen estimates what a used car costs to own in Sweden, not what it costs to buy. Give it a Blocket listing or the car's details ...

Publisher subtitle

Vad bilen kostar att äga

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FinanceVersion 1.0.0
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EssentioEssentioInvoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

Publisher subtitle

Invoices and VAT from chat

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Read Write Draft and send invoices Record payments VAT and income reports

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invoicing invoices vat accounting

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…ice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

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…it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only for the Business you choose when you connect, with the Role you hold there. It never files a…

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FinanceVersion 1.0.6
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Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ...

Publisher subtitle

M&A, valuation, and financing

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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

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Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution.

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…nt banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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FinanceVersion 0.1.29
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KeyBid PulsKeyBidUnlock the profitability of short-term rental investments with our ROI Calculator app, tailored for platforms like Airbnb, Booking.com, a...

Publisher subtitle

Evaluate Buy for STR Viability

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…k for seamless global use. Ideal for property owners and investors seeking data-driven insights to evaluate vacation rental opportunities. Explore more at https://keybid.eu/keybid-puls.

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FinanceVersion 1.0.0
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Kintsugi AIKintsugiKintsugi is an AI-powered platform that automates sales tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial fir...

Publisher subtitle

Automate sales tax and VAT

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Kintsugi is an AI-powered platform that automates sales tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial firms. The Kintsugi MCP server lets you track your compliance without leaving the conversation. With the Kintsugi MCP server, y…

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FinanceVersion 1.0.0
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PitchBookPitchBookUnlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT.  PitchB...

Publisher subtitle

Private capital market data

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Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Acc…

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PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership informatio…

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FinanceVersion 2.0.0
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PreqinBlackrockPreqin MCP connects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combini...

Publisher subtitle

Private Markets Data

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Publisher description

…g users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP helps bring the power of Preqin into modern AI-driven ex…

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FinanceVersion 3.0.0
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SavvySavant LabsSavvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work a...

Publisher subtitle

Savant for Finance AI

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Publisher

Savant Labs

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Publisher description

Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in. ChatGPT reaso…

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FinanceVersion 1.1.0
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Análise de Ações ListadasRODOLFO SIQUEIRA ESTEVESFluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, ...

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Análise fundamentalista Leitura de ITR e DFP Valuation e cenários Análise forense de riscos Comparação com concorrentes

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acoes analise-fundamentalista valuation cvm itr dfp

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Publisher description

Fluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis.

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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, teleconferências, dados de mercado e pares comparáveis para examinar modelo de negócios, desempenho,…

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FinanceVersion 1.0.0
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CA Property Tax Appeal GuideLocal developerProvide multilingual California property-assessment appeal guidance with language selection, a preparation-first process map, and one sim...

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…t One-question-at-a-time guided interview Plain-language explanations and choices Official property valuation research Official website fallback when a notice cannot be uploaded Step-by-step appeal planning Property-specific evidence collection Comparable-sales analysis Appeal packet drafting Verifi…

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california property-tax property-valuation assessment-appeal appeal-evidence comparable-sales

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…with language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing.

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…hat 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.

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FinanceVersion 0.4.0+codex.20260913
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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

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Primary-source public-company research Accounting, valuation, forensics, and risk calculations Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model…

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equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk

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…-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dependency gates, independent red teams, management prediction scoring, forecast-error attribution, evidence freshness, research-confidence scoring, EVoI prioritization, 36 sec…

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FinanceVersion 2.0.0
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Murali Growth Screener MobileMurali RameshInstitutional-style stock screening for high-conviction, risk-checked opportunities.

Publisher capabilities · listing

Stock screening Portfolio-aware ranking Public sentiment validation

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Run the Murali Growth Fund v3.0 framework across sectors using current fundamentals, valuation, catalysts, earnings, technicals, portfolio risk, and accessible public-forum evidence. The workflow may return no qualifying buy when standards are not met.

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FinanceVersion 0.1.0
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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

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…paca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investment-memo etf-index-diligence benchmark-relative-equity sell-side-research public-equity-diligence portfolio-manager

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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 research notes, risk sizing, hedging, dashboards, and investment memos.

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FinanceVersion 0.1.31
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Aaveavara.xyzAave helps users explore live Aave V3 and V4 markets, review wallet positions and DAO governance, simulate lending actions, and prepare n...

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avara.xyz

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FinanceVersion 1.0.0
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CapycashLeonel VargasCapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial ...

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Leonel Vargas

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FinanceVersion 1.0.0
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Cashback CardHarsha vardhan GaddamFind which credit card in your wallet earns the most at a specific store.

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Harsha vardhan Gaddam

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Harsha Vardhan Gaddam

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…discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth, and foreign transaction or fuel surcharge fees. Verifies rates against issuer terms rather than quoting them from memory. Covers the US, India and the UK.

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FinanceVersion 2.0.1
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Financial Summarizer ProPerceptive Analytics Private LimitedReading SEC filings is time-consuming. Financial Summarizer Pro does it for you. Type any US ticker symbol and the app retrieves the co...

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Perceptive Analytics Private Limited

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FinanceVersion 1.0.0
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FoldFold Money Private LimitedFold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through C...

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Fold Money Private Limited

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FinanceVersion 2.0.1
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italian-investorElia ZavattaAnalisi tax-aware per investitori italiani: eventi fiscali, ETF, azioni, BTP, obbligazioni, lotti per posizione, zainetto, ribilanciament...

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Elia Zavatta

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Publisher full description

…bilanciamenti tax-aware e calcola il costo fiscale in successione. Ogni regola cita la fonte normativa primaria verificata (DPR 917/1986 e successivi aggiornamenti). Solo analisi e simulazione: non è consulenza finanziaria o fiscale.

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FinanceVersion 0.5.1
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Laabam.OneLaabam One Business Solutions (OPC) Private LimitedRead your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One.

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Laabam One Business Solutions (OPC) Private Limited

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FinanceVersion 1.1.1
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Pine Labs Payment AssistantPine Labs Private LimitedPine Labs Payment Assistant is a secure, read-only connector that helps authorized merchants access and understand their payment data usi...

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Pine Labs Private Limited

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FinanceVersion 2.0.1
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RazorpayRazorpay Software Private LimitedConnect your Razorpay account to access your payment data through conversation. Ask ChatGPT about your payments, orders, refunds, settlem...

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Razorpay Software Private Limited

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FinanceVersion 1.0.0
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