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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...

Publisher subtitle

Keep investments on strategy

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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. Kova returns repeatable briefs with an alignment score, po…

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FinanceVersion 1.0.0
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Moody's Growth and StrategyMoody's

Publisher description

Moody’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, owner… …ation – surface in-market signals and help support timely engagement based on macroeconomic trends, investment activity, hiring trends or sector-level forecasts - Cross-Sell & Upsell – help identify whitespace within existing customer portfolios and support AI-generated account briefs that incorpora…

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Moody's Growth and Strategy

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FinanceVersion 2.0.0
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StrategyTune: BacktestingStrategyTune

Publisher description

…rading idea and get real numbers back. "Backtest my idea on gold for the last year." "Research this strategy, write a few versions of it and test each one on 15 minute and 1 hour bars." "How often does EURUSD move 10 pips in 5 minutes?" "Write an RSI indicator and add it to my chart." You describe i… …ything runs on historical data. The plugin does not connect to a broker, place live orders, or give investment advice.

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StrategyTune: Backtesting

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StrategyTune

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FinanceVersion 1.2.0
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Shadowfolio BacktestThe Open Apps, Inc.Backtest and forward-track your own investing strategy in ChatGPT: describe it in plain English, get explicit rules, 12 months of results...

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backtest backtesting backtest trading strategy trading strategy stock strategy investing strategy investment strategy stock backtest ETF backtest portfolio backtest paper trading paper trade forward test trading simulator strategy tester moving average strategy golden cross RSI strategy momentum s…

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Backtest and forward-track your own investing strategy in ChatGPT: describe it in plain English, get explicit rules, 12 months of results against a benchmark (return, max drawdown, Sharpe ratio, win rate, trades) and a hypothetical shadow portfolio updated after every US market close. Not investment advice; never trades.

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Shadowfolio backtests a stock or ETF trading strategy you describe in plain English, then paper-trades it from today. No account or broker needed. It turns your words into exact rules, asks for anything you left open (what to trade, when to buy,… …weights and inverse-volatility sizing. Limits: - Hypothetical results only. Shadowfolio never gives investment advice, never suggests securities or strategies, and cannot place trades or connect to a broker. - US-listed stocks, ETFs and mutual funds; daily closing prices (no intraday). End-of-day pr…

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Publisher subtitle

Backtest & track your strategy

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FinanceVersion 1.0.1
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Mergr: Private Equity & M&AMergrPrivate equity and M&A data for deal research: PE firms, portfolio companies, acquirers, investors, M&A transactions, ownership history, ...

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Search PE firms by location, size, strategy and activity Search companies by sector, geography, ownership and revenue Search and count M&A transactions by parties, advisors, sector, date and value Find likely PE and strategic buyers for a company Find growth, minority and mezzanine investors for a raise Find investment banks and law firms for a mandate Trace a company's ownership history and hold periods Rank the most active acquirers and advisors in a sector or region Track buy-and-build roll-ups Match a…

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…ip histories and 100,000+ press releases. In ChatGPT you can search PE firms, companies, investors, investment banks, law firms and deals; trace who has owned a company and for how long; match a company to likely buyers, growth investors or M&A advisors; rank the most active acquirers and advisors i…

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FinanceVersion 1.0.2
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KeelKeel Software, Inc.

Publisher description

…atic strategies for Hyperliquid crypto perpetual futures (perps). Connect it to ChatGPT, describe a strategy, and ChatGPT builds it from Keel's strategy components, backtests it on real Hyperliquid history with fees and slippage, and explains the results. With Keel in ChatGPT you can: - Build and ed… …tures carries a substantial risk of loss. Keel measures the strategies you design. It does not give investment advice or recommendations, and backtest results do not predict future returns.

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Publisher subtitle

Hyperliquid strategy builder

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FinanceVersion 1.0.0
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MorningstarMorningstar Inc.

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… …Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

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Publisher subtitle

Investment and market insights

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FinanceVersion 6.0.0
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InvestboardInvestboardSecond brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant.

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investing second brain investment strategy investment decisions investment thesis portfolio intelligence portfolio diversification fund overlap

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Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant.

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Investboard brings your portfolio, personal strategy and investment decisions together. Understand what you own, set out how you want to invest, and keep the reasons behind your choices. Bring that context into your AI assistant so each review can build on…

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FinanceVersion 2.1.0
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AdvPulseAdvisorPulse Inc.

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AdvPulse searches the Form ADV filings that investment advisers file with the U.S. Securities and Exchange Commission. Use it to look up an adviser firm by name or by its CRD number, to filter firms by state, assets under management, firm type… …2A) by meaning rather than by keyword. A search such as "firms that describe a tax-loss harvesting strategy" returns the firms whose brochures say so, each with a short excerpt. Each result shows the firm's name, CRD number, main office city and state, assets under management, firm type, registrati…

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Publisher capabilities · listing

Find an investment adviser firm by name Open a firm's SEC Form ADV profile by CRD number Filter adviser firms by state, assets, firm type and disclosures Search adviser brochures (Form ADV Part 2A) by meaning

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FinanceVersion 1.0.1
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Financial AI®thefinancial.ai

Publisher description

Bring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation indicators and enables strategies across equities, ETFs, options,…

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Bring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic forecasts, and strategy backtesting through natural conversation. The platform incorporates a comprehensive set of technical, economic, and valuation indicators and enables strategies across equities, ETFs, options,…

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…nd technical indicators Forecasts, estimates and earnings calendars Stock and ETF screening Trading-strategy backtests Your thefinancial.ai portfolios and watchlist

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FinanceVersion 1.0.5
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Marketing CompassKousuke OkitaEight marketing workflows for articulating problems, finding growth constraints, measuring outcomes, evaluating investment, and turning e...

Publisher capabilities · listing

Marketing strategy Measurement design Decision support

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marketing strategy measurement advertising btob crm ltv

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Publisher description

…ing workflows for articulating problems, finding growth constraints, measuring outcomes, evaluating investment, and turning evidence into action.

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ProductivityVersion 1.1.1
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Trader.AITrader.AI

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…e count or backtest length, and look up a creator's published strategies. Every result links to the strategy page on trader.ai. All figures are historical backtest results, not live trading results or investment advice. Trader.AI does not place trades. Connecting requires signing in with a Trader.AI account.

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Publisher capabilities · listing

Browse strategy leaderboard View strategy backtest results View creator profiles

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FinanceVersion 1.1.0
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EdgePilot ResearchRivendell Holdings Investment LimitedPublicly installable proprietary software for market strategy research and reproducible backtesting without accounts or trading.

Publisher

Rivendell Holdings Investment Limited

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Publicly installable proprietary software for market strategy research and reproducible backtesting without accounts or trading.

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Data & AnalyticsVersion 0.1.15
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AnalyzeraAnalyzera AB

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Analyzera brings an investment research and portfolio-construction platform into ChatGPT. Browse Analyzera's strategy catalogue and your own strategies and accounts in an interactive dashboard with tabs for returns, outlook, weights, risk and fundamentals, or ask for a short summary of any of them. Build you…

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FinanceVersion 1.0.0
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Five Exit LensesSlava Shafir

Publisher full description

…ring a company for sale, when exit readiness is on the agenda. Share a board pack, business plan or strategy document and Five Exit Lenses identifies what would strengthen or weaken a buyer's confidence in the business: what your document evidences, what it only claims, what important evidence is mi… …stated period, and follow-up request wording only with your explicit consent. Not financial, legal, investment or transaction advice.

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A buyer's-eye read of a board pack, business plan or strategy document through five fixed lenses.

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Business & OperationsVersion 0.1.4
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GossetGosset

Publisher description

Gosset gives biopharma business-development, strategy and investment teams a curated database of drugs, clinical trials, companies, deals, news and regulatory events. In ChatGPT you can search drug pipelines by target, disease, modality or developer; find an…

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Business & OperationsVersion 1.0.1
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LONA™Mindsight Ventures SL

Publisher description

LONA™ is a trading strategy validation framework for AI agents. Describe a strategy idea and your agent writes it in Python and backtests it on historical market data, all inside ChatGPT. Go beyond a single lucky backte… …tions only. It does not place live trades or connect to brokerage accounts, and nothing it shows is investment advice.

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FinanceVersion 3.0.1
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Option Desk (hosted)Iman Samizadeh

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Validate a permitted option-chain snapshot and return Greek, positioning and strategy charts in the conversation through the hosted Option Desk MCP, or explore the SYNTH sample with no upload. Fetches no market data. Research software, not investment advice.

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Publisher description

…ample with no upload. No market data is fetched, no local install is needed. Research software, not investment advice.

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FinanceVersion 0.3.0
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QuanterLab: Backtest TradingQuanterLab

Publisher description

Backtest trading strategies. Describe a trading strategy, watch it build in front of you. Stocks, ETFs, indexes. 20 years of data. Walk-forward tested. QuanterLab places no orders, connects to no broker and moves no money. Nothing it returns is investment advice.

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FinanceVersion 1.3.1
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RayluRaylu Inc.

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Turn an investment strategy into market maps, target lists, and live signals using Raylu's company data, built for private markets. Describe a thesis in plain English and get back a scored market map of the companies th…

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FinanceVersion 1.0.0
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SuperfundsACE Analytics

Publisher description

…market. Ask in plain language — Hebrew or English — to find and filter funds by manager, theme, or strategy; compare fees, performance, and risk; browse curated themes and recently launched funds; view manager profiles with market share; and search market research and central-bank context. Informational only — not investment advice.

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FinanceVersion 2.0.0
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