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Plugin / developerCategoryFollow
NetWorthTrackrNetWorthTrackrAsk about your net worth, accounts, history and holdings in plain language, and record balances by asking. No bank login.

Publisher capabilities · listing

Net worth summary in any of 31 currencies Accounts and latest balances Net worth history over time Currency exposure Allocation by category Portfolio holdings and gains Record a balance Create, update and archive accounts Add and update holdings

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Publisher keywords · listing

net-worth personal-finance budgeting portfolio multi-currency

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Publisher full description

…?" or "which holding has gained the most?" and get answers from your real figures, converted to the currency you want. It can also make changes when you ask: record today's balances, create or update an account, add a stock or crypto position, or delete an entry. How it keeps your data safe: - You s…

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FinanceVersion 0.5.0
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Centry Global CashflowRUPERT WILLIAM BARKSFIELDModel retirement, education, purchases and private-investment calls with native-currency records, explicit dated FX assumptions, ownershi...

Publisher keywords · listing

retire retirement cashflow capital call currency exposure house purchase funding school fees university mortgage household budget

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Publisher description

Model retirement, education, purchases and private-investment calls with native-currency records, explicit dated FX assumptions, ownership shares and monthly availability. Compare low/base/high returns and currency shocks; preserve funding shortfalls without assuming borrowing. W…

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FinanceVersion 1.0.1
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Alto FXAlto Markets Ltd

Publisher full description

…d historical FX market rates and specialist FX calculations for finance and treasury teams managing currency exposure. Use Alto FX to retrieve current spot and forward market rates, retrieve historical market rates, compare executed FX trades with the market at the time of execution, and calculate indicative…

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FinanceVersion 1.0.0
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CipherOwlCipherOwl

Publisher full description

…in address screening into ChatGPT for compliance, risk, and investigations teams. Ask about a cryptocurrency address and the plugin can: - Screen it: report whether CipherOwl found risk for the address under your organization's risk configuration. - Explain it: list the reasons behind a finding, such as sanctions, hacks, theft, or scams, with the direction, number of hops, and value of the exposure. Supported networks include Ethereum and other EVM chains, Bitcoin, TRON, and Solana. Which networks you can screen depends on your organization's CipherOwl plan. You sign in with your Cipher…

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FinanceVersion 1.0.0
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FX HedgeC8 Index Technologies (EU) Limited

Publisher description

FX Hedge brings C8's quantitative currency-hedging models into ChatGPT. Ask for the current hedge ratio between your base currency and any exposure - for example "my base is EUR, what's my hedge against USD?" - and get the model's ratio, the four signal drivers behind it (macro, trend, carry, value), and a detailed month-by-month breakdo…

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FinanceVersion 1.0.0
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HedgrHedgr Ltd

Publisher description

…Ask ChatGPT about your own book and get answers from your authenticated Hedgr workspace: current FX exposure by currency, entity and due date, cash balances, recorded hedges and hedge cover, policy limits, market regimes, rate-shock scenarios, cashflow timing and forecasts, overdue drivers and data-quality chec…

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FinanceVersion 1.0.0
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wlthyWestend Consulting LTD

Publisher description

wlthy is a net worth tracker for cross-border wealth. See your full portfolio, debts, and multi-currency cash flows across countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf.

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FinanceVersion 1.0.0
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