MARKET RESEARCH

CodexPluginStats: Codex plugin directory

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

Explore 5,420 plugins across 14 categories.

Selected:investment ×

All plugins 127

1–36 of 127

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 / developerCategoryFollow
Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

Plugin name

Distilla Investment Research

Show in context →
2 more matching sources

Publisher keywords · listing

financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance s…

Show in context →

Publisher description

Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; sc…

Show in context →
FinanceVersion 1.0.2
View details →
Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ...

Plugin name

Investment Banking

Show in context →
4 more matching sources

Package name

investment-banking

Show in context →

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-tracke…

Show in context →

Publisher description

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

Show in context →

Publisher full description

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

Show in context →
FinanceVersion 0.1.29
View details →
InvestmentIQLayer 3 LabsSet a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — ...

Plugin name

InvestmentIQ

Show in context →
FinanceVersion 1.0.0
View details →
Investment OS AnalysisErwan CogneeReliable public-equity underwriting with lean skill routing, evidence-backed handoffs and verified persistence.

Plugin name

Investment OS Analysis

Show in context →
3 more matching sources

Package name

investment-os-analysis

Show in context →

Publisher keywords · listing

investment valuation equity-research earnings portfolio cio notion supabase

Show in context →

Publisher full description

…and Superseded states. It works in conversation and can optionally persist analyses to an existing Investment OS workspace or compatible database.

Show in context →
ProductivityVersion 1.3.0
View details →
Canary DataCanary DataGenerate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligen...

Publisher subtitle

Perform investment analysis

Show in context →
1 more matching sources

Publisher description

Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financia…

Show in context →
FinanceVersion 1.0.0
View details →
IOL invertironlineIOL invertironlineConnect ChatGPT to your Invertironline brokerage account and trade Argentine markets directly in conversation. Pull real-time quotes and ...

Publisher subtitle

Trade Argentine investments

Show in context →
FinanceVersion 1.1.0
View details →
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...

Publisher subtitle

Keep investments on strategy

Show in context →
1 more matching sources

Publisher description

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. Kova returns repeatable briefs with an alignmen…

Show in context →
FinanceVersion 1.0.0
View details →
MashvisorMashvisor Inc.Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow proje...

Publisher subtitle

Find investment properties

Show in context →
1 more matching sources

Publisher description

Mashvisor helps users search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data.

Show in context →
FinanceVersion 2.0.0
View details →
MorningstarMorningstar Inc.Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered c...

Publisher subtitle

Investment and market insights

Show in context →
1 more matching sources

Publisher description

Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced b…

Show in context →
FinanceVersion 6.0.0
View details →
MSCI ConnectorMSCI Inc.MSCI Connector lets authorized users query entitlement-controlled MSCI index, private capital, portfolio, and real-assets data in natural...

Publisher subtitle

Query MSCI investment data

Show in context →
FinanceVersion 8.0.0
View details →
MyInvestorMyInvestor Banco, S.A.MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, an...

Publisher subtitle

Explore investments

Show in context →
1 more matching sources

Publisher description

MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and simulate a custom portfolio…

Show in context →
FinanceVersion 2.0.0
View details →
Portfolio Dividend TrackerPortfolio Dividend TrackerPortfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transacti...

Publisher subtitle

Track investment portfolios

Show in context →
1 more matching sources

Publisher description

…t and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

Show in context →
FinanceVersion 1.0.0
View details →
DataForB2B - SourcingDataForB2BProspecting, talent sourcing and deal sourcing playbooks for the DataForB2B app: turn a brief into an ICP, precise search filters, signal...

Publisher capabilities · listing

…intent posts Source candidates and map talent pools at target companies Screen startups against an investment thesis and find repeat founders Enrich verified emails and phones only on the shortlist you approve

Show in context →
1 more matching sources

Publisher full description

…likely-to-move candidates and get personal contact info. Deal sourcing: screen companies against an investment thesis with momentum signals, or find repeat and future founders. Each playbook resolves filter values before searching, tests several approaches on real samples, and only spends enrichment…

Show in context →
Business & OperationsVersion 1.0.3
View details →
주식좋아하는 야구부 매니저Waiker, Inc.초보자가 기업의 사업, 재무, 가격과 위험을 쉬운 말로 이해하고 공개 자료로 검증하도록 돕는 교육용 기업 분석 플러그인.

Publisher keywords · listing

company analysis financial literacy public filings investment education

Show in context →
FinanceVersion 1.0.5
View details →
Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

Publisher keywords · listing

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

Show in context →
FinanceVersion 2.0.0
View details →
Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

Publisher keywords · listing

…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

Show in context →
1 more matching sources

Publisher description

…TF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

Show in context →
FinanceVersion 0.1.31
View details →
AbSAbS GLOBAL INVESTMENT INT'L LTDConnect your AbS My Learning materials to ChatGPT for study support. Ask questions about selected materials, get explanations, revision p...

Publisher

AbS GLOBAL INVESTMENT INT'L LTD

Show in context →
Education & ResearchVersion 1.0.0
View details →
EdgePilot ResearchRivendell Holdings Investment LimitedPublicly installable proprietary software for market strategy research and reproducible backtesting without accounts or trading.

Publisher

Rivendell Holdings Investment Limited

Show in context →
Data & AnalyticsVersion 0.1.15
View details →
TuEspacioPRISCG Investments, LLCTuEspacio brings Puerto Rico's classifieds into ChatGPT. Ask in plain English — English or Spanish — and instantly browse local listings ...

Publisher

ISCG Investments, LLC

Show in context →
OtherVersion 2.0.0
View details →
AIR Credit IntelligenceAIR Platforms, Inc.

Publisher description

…ehind every rating, and test future scenarios in seconds. Whether you're evaluating counterparties, investments, suppliers, or borrowers, AIR helps you make faster, more informed decisions without leaving the conversation.

Show in context →
FinanceVersion 1.0.0
View details →
Alpaca Paper TradingAlpaca

Publisher description

…rver, ChatGPT plugin and connected AI agents are for educational and informational use only and not investment advice. Do your own due diligence before making decisions. AlpacaDB, Inc.’s Paper Trading API uses simulated funds and does not enable transactions in real securities. Its availability and…

Show in context →
FinanceVersion 1.0.0
View details →
AlphaStocksPyxl

Publisher description

Analyze investment materials such as stock theses, earnings reports, analyst notes, and company updates. The app helps users break down investment assumptions, identify risks and red flags, and extract key po…

Show in context →
FinanceVersion 1.0.0
View details →
Análise de FIIsAnálise de FIIs

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…

Show in context →
FinanceVersion 1.0.0
View details →
ApartmentIQApartmentIQ

Publisher description

…ng 40M units. It integrates daily property and market signals into modern tools for market surveys, investment research, and revenue management. Owners, operators, and investors use ApartmentIQ to benchmark performance, price confidently, and move faster – trusted by 70% of the NMHC Top 50.

Show in context →
Data & AnalyticsVersion 1.0.0
View details →
atHomeatHomeGroup SARL

Publisher description

…platform, now integrates directly into your ChatGPT experience. Search for apartments, houses, and investment opportunities using natural language — just describe what you’re looking for. Browse listings with photos, pricing, and key details directly in the chat, displayed in a smooth carousel form…

Show in context →
OtherVersion 2.0.0
View details →
Bayut KSABAYUT WEB ALSAUDIAH FOR TECHNOLOGY COMMUNICATION SPC

Publisher description

…rch experiences and is designed to make real estate discovery easier for people looking for a home, investment opportunity, long-term rental property, short-term daily rental, or commercial space in Saudi Arabia.

Show in context →
OtherVersion 1.0.0
View details →
Bigdata.comRavenPack

Publisher description

…ors 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, catch a sentiment shift before consensus does, or build a sourced brief bef…

Show in context →
FinanceVersion 10.0.0
View details →
BlockworksMessari

Publisher description

…market data, fundamentals, research, news, signals, events, and fundraising data directly into your investment workflows. Power your models, dashboards, alerts, and AI agents with one integrated source of crypto intelligence.

Show in context →
Data & AnalyticsVersion 1.0.0
View details →
BoersiBoersi

Publisher description

…business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

Show in context →
FinanceVersion 1.0.0
View details →
Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…realistic long-term projections - Compares the cost of buying with potential returns of alternative investments (stock market, savings, etc.) - No account or registration required — start simulating immediately - Toggle advanced parameters and view a full amortization table to understand every payme…

Show in context →
FinanceVersion 1.0.0
View details →
BybitBybit

Publisher description

…ed from Bybit's public REST API (v5). Provided for informational purposes only. Does not constitute investment advice, an offer, or a solicitation to engage in any transaction.

Show in context →
FinanceVersion 1.0.0
View details →
Carta CRMCarta Inc.

Publisher description

Carta CRM helps investment teams stay on top of deal flow by keeping deals, companies, and relationships in one place. Track opportunities through each stage, capture meeting notes and key takeaways alongside the rig…

Show in context →
Business & OperationsVersion 2.0.1
View details →
CB InsightsCB Insights

Publisher description

Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary t…

Show in context →
FinanceVersion 6.0.0
View details →
Channel99Channel99 Inc.

Publisher description

…improving ROI, lowering acquisition costs, and bringing financial transparency to digital marketing investments.

Show in context →
1 more matching sources

Publisher full description

…improving ROI, lowering acquisition costs, and bringing financial transparency to digital marketing investments.

Show in context →
ProductivityVersion 1.0.0
View details →
Chronograph GPChronograph

Publisher description

…Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two separate Apps for different client user types:…

Show in context →
1 more matching sources

Publisher full description

…ons, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using natural language.

Show in context →
FinanceVersion 2.0.0
View details →
Clarity AIClarity AI

Publisher description

Screen companies and portfolios against investment mandates to assess compliance. Access mandates created in the Clarity AI web app, then run compliance reports to identify breaches. Drill into individual companies for detailed evidence acr…

Show in context →
FinanceVersion 1.0.0
View details →