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Stock & ETF Research PanelALI SHOJA

Publisher description

A transparent research panel for comparing stocks, ETFs, sectors, and illustrative portfolio ideas.

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Research stocks, ETFs, sectors, and standardized hypothetical portfolios through six modelled analytical perspectives and a separate risk challenge. Every panel result shows each participating role's decision, its decisive reason, and its concern. Profitable ind…

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Stock & ETF Research Panel

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Publisher subtitle

Clear stock and ETF research

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Publisher capabilities · listing

Screen stocks, ETFs, and portfolios Compare valuation and financial strength Show every panel decision clearly Show Graham growth-formula sensitivity Assess sector, macro, and risk factors Present alternatives and trade-offs

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Publisher keywords · listing

investing stocks etfs valuation portfolio-analysis

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Education & ResearchVersion 2.5.9
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StockPortfolio.proStockPortfolio.pro

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StockPortfolio.pro gives ChatGPT read-only research on US-listed public companies, built from the filings those companies submit to the SEC. Ask about a company's revenue, profit, margins, earnings per share, share count, cash flow, debt or st…

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StockPortfolio.pro

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stockportfolio-pro

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Publisher keywords · listing

sec filings financials equities research

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Publisher description

Read-only SEC filing and financial research for US-listed public companies.

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FinanceVersion 1.0.0
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Adviser AgentC8 Index Technologies (EU) LimitedInvestment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals.

Publisher subtitle

Research & portfolio analytics

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Publisher keywords · listing

investment research ETF portfolio rebalancing financial advisers

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Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation. What you can do: - Search and rank ETFs, equities, bonds, funds and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens. - See performance and risk for any product: total and annualised return, volatility and ma…

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Rank investments Performance and risk analytics Top picks Portfolio analysis Rebalancing proposals Model portfolios

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Publisher description

Investment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals.

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FinanceVersion 1.0.3
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TestfoliotestfolioTestfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optim...

Publisher subtitle

Portfolio research tools

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Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged…

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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...

Publisher subtitle

Valuation & Portfolio Research

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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 get Smart Alerts, so you can ask what your portfolio is worth, how holdings compare with fair value, which stocks deserve further research, and wha…

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FinanceVersion 1.0.0
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Bigdata.comRavenPackBigdata.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT.

Publisher capabilities · listing

Search cited financial news, filings, transcripts, and research Research stocks, public companies, securities, ETFs, markets, and economies Analyze market data, fundamentals, sentiment, and portfolio holdings Review company, country, market, ETF, portfolio, and sentiment tearsheets Track financial events, watchlists, competitors, and research monitors Search and manage private research d…

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financial research stock research equity research investment research company research market intelligence financial news stock news market news premium news SEC filings 10-K 10-Q earnings transcripts earnings… …a financial data fundamentals macroeconomic data economic data economic analysis investor relations portfolio research portfolio management watchlists sector analysis investment memo private documents Bigdata.com Bigdata RavenPack

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Publisher full description

Bigdata.com is the AI grounding layer for finance, bringing cited financial research directly into ChatGPT. Research stocks and companies, follow the latest news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news using real, citable sources. Search billions of…

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Publisher subtitle

Finance research, news & data

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Publisher description

…ta.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT.

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FinanceVersion 10.0.2
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Financial AI®thefinancial.aiBring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic for...

Publisher subtitle

Research, forecasts, backtests

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Publisher capabilities · listing

…ates and earnings calendars Stock and ETF screening Trading-strategy backtests Your thefinancial.ai portfolios and watchlist

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Publisher keywords · listing

finance stocks market data backtesting screening portfolio

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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…

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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…

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FinanceVersion 1.0.5
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InderesInderes OyjInderes analyst research, estimates, fundamentals, transcripts and investor forum for Nordic listed companies.

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Search covered companies Read analyst research and comments Query analyst estimates and recommendations Query historical fundamentals Read earnings call transcripts Browse the Inderes model portfolio Search investor forum discussions List company calendar events and insider transactions

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Connect ChatGPT to Inderes analyst research on Nordic listed companies. Find company research and earnings transcripts, query analyst estimates and financial fundamentals, browse the model portfolio, and explore investor forum discussions. Sign in with your Inderes account. Coverage is Nordic listed companies, mainly Finland and Sweden. Much of the research is published in Finnish or Sw…

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Publisher subtitle

Find Nordic equity research

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Publisher keywords · listing

equity research nordic stocks analyst estimates finance

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Publisher description

Inderes analyst research, estimates, fundamentals, transcripts and investor forum for Nordic listed companies.

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FinanceVersion 1.1.2
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Investment OS AnalysisErwan CogneeReliable public-equity underwriting with lean skill routing, evidence-backed handoffs and verified persistence.

Publisher keywords · listing

investment valuation equity-research earnings portfolio cio notion supabase

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A professional public-equity research operating system for evidence-based underwriting and portfolio decisions. Run Earnings Review, Business, Fair Value, Short Seller, Portfolio Fit and CIO Memo independently, including cold starts, or use governed Full Value and five-stage Full Analyse pi…

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Publisher subtitle

Institutional equity research

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ProductivityVersion 1.3.0
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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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…et morningstar lseg s&p global pitchbook quartr alpaca 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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Publisher subtitle

Public equity research

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Publisher description

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,…

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Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what…

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FinanceVersion 0.1.31
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Hey-Traders! Quant TradingHeyTraders, Inc.Agent-native access to HeyTraders quantitative research, backtesting, and paper simulation through the Codex browser.

Publisher capabilities · listing

Browser Chart Analysis Backtesting Market Research Portfolio Analysis Paper Simulation

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Hey-Traders! Quant Trading gives AI agents access 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 cap…

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Publisher description

Agent-native access to HeyTraders quantitative research, backtesting, and paper simulation through the Codex browser.

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FinanceVersion 1.0.1
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Leap by EnerdaticsEnerdatics Services Private LimitedEnerdatics renewable-energy M&A, financing, project, PPA and PPA price data for ChatGPT.

Publisher capabilities · listing

…, sellers, owners, developers, offtakers, lenders and advisors in league tables Profile a company's portfolio, deal history, financings and PPAs Search power projects by market, technology, capacity and lifecycle stage Search PPAs and chart US PPA prices reported to FERC Search project financings, i… …S distributed-generation projects (rooftop and community solar, storage) Search and read Enerdatics research reports page by page Export result sets to CSV, Excel, JSON or Markdown

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…es, data centers, US distributed generation and US PPA price data reported to FERC, plus Enerdatics research reports. Who it is for: M&A teams and advisors who screen targets, find comparable transactions and benchmark valuation multiples ($/MW, EV/EBITDA); developers and investors who size markets, rank the most active buyers, sellers, lenders and advisors, and profile a company's portfolio and deal history; and suppliers and service providers who track the project, financing and PPA pipeline. Results can open as interactive views inside ChatGPT: sortable, filterable tables, va…

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Data & AnalyticsVersion 1.0.2
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The Expected ValueDOMENIC CARL BENTZDaily EV briefings, fee-aware sealed-product comparisons, exact-product price-history and authenticated sports-card research, and linked ...

Publisher capabilities · listing

Daily EV Sealed comparisons Price history summaries Sports card research Private portfolio Reversible inventory updates

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Publisher description

…gs, fee-aware sealed-product comparisons, exact-product price-history and authenticated sports-card research, and linked Manafolio reviews with reversible inventory changes.

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Organize and research your trading-card collection. Create dated Daily EV briefings for boxes and displays, compare exact sealed products after your specified seller and payment fees, and summarize price history f…

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Data & AnalyticsVersion 0.3.2
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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, dis… …a screener to find FIIs that match your criteria. Authenticated Pro users can also track their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The ap…

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Publisher subtitle

Brazilian REIT research

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FinanceVersion 1.0.0
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ClarifoClarifo

Publisher full description

…andards questions (IFRS, US GAAP) with citations - Charts, visual cards and the Clarifo panel: your portfolios, your documents and the filing page a citation points to - Save analyses and notes to your Clarifo workspace, and set up recurring research with Clarifo Automate Clarifo writes to your account only after you turn writing on in Clarifo's settings, and only when you ask. Edits, publishing and new automations need your approval, and…

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Publisher subtitle

Company financial research

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Publisher capabilities · listing

…Valuation, ownership and insider activity Reporting-standards answers Workspace documents Recurring research automations

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Publisher keywords · listing

finance sec filings 10-k financial statements equity research

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Publisher description

Research US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure.

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FinanceVersion 1.2.1
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Clear StreetClear Street, LLC.

Publisher description

…MCP lets you access your Clear Street account information such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

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Publisher subtitle

Research and Analyze Stocks

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FinanceVersion 1.0.0
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Co-InvestLiquid

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 L…

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Publisher subtitle

Research global markets 24/7

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FinanceVersion 1.0.0
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ETFtrackerMARK JUSTIN MONFORTExplore ETF data, holdings overlap and historical distributions with ETFtracker.

Publisher subtitle

Australian ETF research

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Publisher full description

…rmation only, not financial advice. Public tools require no account. Price-history charts, personal portfolios and trading are not supported.

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FinanceVersion 0.4.0
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FilingSpyFilingSpy LLCSEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text.

Publisher capabilities · listing

Read 13F fund portfolios Screen fund consensus Read insider trades Read financial statements Read and search filing text

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Publisher keywords · listing

sec edgar 13f insider trading financial statements 10-k investing research

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Publisher description

SEC filing data as read-only tools: superinvestor 13F portfolios, insider trades, as-filed financial statements and filing text.

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Publisher full description

…and insiders, with every figure tied to the filing it came from. What you can ask: - Superinvestor portfolios: quarterly 13F holdings and changes for about 100 tracked investors (Berkshire Hathaway, Pershing Square, Duquesne and others), position history, and side-by-side comparisons. - Consensus a…

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FinanceVersion 1.0.2
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GleanMarkTMZap Incorporated

Publisher description

…ithout an account. Signed-in users can also run knockout searches for a proposed name, run register research queries, and see their own portfolios, clients, deadlines and saved analyses. A few analyses run in the background, are saved to the user's GleanMark account, and return a status before results are ready. Results are not legal…

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Publisher subtitle

Trademark search and research

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Business & OperationsVersion 2.0.2
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InsiderCatInsiderCat

Publisher description

Research US congressional and corporate insider trading disclosures and estimated portfolios via InsiderCat.

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…disclosed U.S. congressional and corporate insider stock transactions, politician and Trump-related portfolio holdings, historical performance, and stock ownership using InsiderCat data. Compare reported trading activity, view disclosure-based returns, and investigate stock-level activity for research and informational purposes. Disclosure dates can lag trade dates; transaction values may be ranges, and reconstructed portfolios and returns are estimates rather than verified brokerage accou…

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Publisher capabilities · listing

Read political stock trade disclosures Explore politician and Trump portfolios Analyze corporate insider activity Compare disclosed portfolio performance

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Publisher keywords · listing

stocks politicians insider-trading research finance

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FinanceVersion 0.1.0
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PhillipCapital TürkiyeCQ Teknoloji A.Ş.BIST prices & your portfolio

Publisher subtitle

BIST prices & your portfolio

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borsa istanbul bist phillip capital portfolio stock prices viop

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…ask depth, and the day's top gainers and losers from the brokerage's own feed. Read Phillip Capital research and PhillipMind symbol summaries. View your own positions, cash, trading limits and the status of today's orders. Every price reply states whether the data is realtime or delayed and the time…

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FinanceVersion 1.1.0
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QuantumFiraFira Software Ltd

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Analyse a portfolio of stocks or ETFs from about two years of daily prices. QuantumFira builds a classical Markowitz maximum-Sharpe portfolio, fits it on the earlier part of the history and measures it on the l… …ncluding how often QAOA sampled valid selections. Results are historical analysis for education and research, not financial advice.

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Publisher subtitle

Quantum portfolio optimisation

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Optimise stock and ETF portfolios with Markowitz mean-variance Measure weights out-of-sample against equal weights Run QAOA quantum portfolio optimisation on Amazon Braket SV1 Show risk, drawdown and correlation between hol…

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portfolio optimiser portfolio optimization quantum portfolio optimization QAOA QUBO Markowitz mean-variance optimization efficient frontier Sharpe ratio asset allocation diversification Amazon Braket

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Publisher description

Analyse stock and ETF portfolios with classical Markowitz mean-variance and QAOA quantum optimisation on Amazon Braket, measured out-of-sample.

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FinanceVersion 1.0.0
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RalliesRallies

Publisher description

Rallies is an AI research app for the stock market, built on live data instead of stale web results. Ask about any US ticker in plain English and get answers backed by real-time prices, fundamentals, earnings, SEC fil… …nsider activity, and hedge fund positioning. Connect your brokerage to ask questions about your own portfolio; what drove today's move, where your risk concentrates, how a holding compares to its peers — without juggling six tabs or spreadsheets. What you can do: Chat with any ticker or your full po…

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Publisher subtitle

Research stocks, track wealth

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FinanceVersion 2.0.0
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SerpstatSerpstatBuild semantic keyword clusters, discover untapped market niches from 1000+ categories, and conduct comprehensive competitor analysis. Ex...

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SEO data and keyword research

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Publisher description

…, and conduct comprehensive competitor analysis. Examine rival SEO strategies through their keyword portfolios, backlink profiles, top-performing pages, and ranking dynamics. Track domain positions across regions, audit technical site issues, identify content gaps, and evaluate keyword opportunities…

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Data & AnalyticsVersion 1.0.0
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Shinhan Securities AssistantShinhan Securities Vietnam

Publisher description

Review your Shinhan Securities Vietnam portfolio and research the Vietnam stock market: holdings, provisional P/L, portfolio analytics, stock research, sectors and macro data. Read-only.

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Publisher subtitle

Review portfolio & VN market

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Publisher keywords · listing

shinhan securities brokerage portfolio stocks vietnam hose hnx upcom market-data finance

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Connect your Shinhan Securities Vietnam account to review portfolio holdings, explore market trends in Vietnam, and get instant answers to investment-related questions directly in ChatGPT.

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FinanceVersion 2.0.0
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StockViz Mutual FundsStockViz

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Explore StockViz mutual fund model portfolios and ask research questions about strategies and historical index metrics through its authenticated MCP server. Separate broker integrations are needed for trade execution.

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Publisher subtitle

Mutual fund research

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Connect to the StockViz Mutual Fund MCP server for authenticated mutual fund research.

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FinanceVersion 0.1.0
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StrataStrata Finance

Publisher description

Research companies and understand market developments with Strata. Explore company insights, financial fundamentals, earnings, analyst updates, filings, technical indicators, economic events, industri… …onverted or unverified quantities remain unavailable. Research access does not require sharing your portfolio. Data coverage and freshness vary, and this connection does not provide live quotes, account valuation, transaction history, tax lots, transfers or trade execution.

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Publisher subtitle

Research markets and holdings

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FinanceVersion 1.0.1
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TipRanksTipRanks Ltd.

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congres… …ity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All data is for informational purposes only and is not investment, financial, legal, or tax advice; quotes may be delayed.

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Publisher subtitle

Analyst-backed stock research

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FinanceVersion 1.0.0
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WebullWebullAccess Webull market data, connected-account portfolio information, and supported order workflows through ChatGPT and Codex.

Publisher subtitle

Market and portfolio tools

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Publisher capabilities · listing

Access market data Review account balances and positions Analyze portfolio information Manage supported orders

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Publisher keywords · listing

finance market-data portfolio trading

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Publisher description

Access Webull market data, connected-account portfolio information, and supported order workflows through ChatGPT and Codex.

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Publisher full description

Use Webull to research instruments and market data, review balances and positions for connected accounts, and access supported order workflows. Account-specific data and order actions require OAuth. Availability de…

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FinanceVersion 1.2.0
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Lifetime Core ChampionshipMichael Tyrone WingfieldEvidence-first public market research with neutral Spotlight ranking, strict transaction-request short-circuiting, no personal-account or...

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trading portfolio risk market-research decision-support

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Publisher description

Evidence-first public market research with neutral Spotlight ranking, strict transaction-request short-circuiting, no personal-account or broker-email use, and no execution guidance.

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Runs a governed, evidence-first public market-research workflow across the permanent core, 97-symbol Lifetime Core Hunt, challengers, and CASH / WAIT; verifies catalysts and source health; establishes market permission; tests contradictions; rank…

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OtherVersion 1.0.4
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Presentation BuilderAI Research PlusPresentation Builder helps you turn data into clear, professional presentations. Share your numbers, a table or a report, and it analyzes...

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…lling kpi reports dashboards dashboard kpi dashboard dashboard presentation case study presentation research presentation student presentation make a presentation make a presentation with ai make a presentation online make a presentation for work make a presentation for school make a presentation fo… …resentation case study slides company profile presentation company overview deck brand presentation portfolio presentation about me presentation personal introduction slides event presentation event slides conference talk slides sales pitch presentation sales deck template client proposal presentati…

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Publisher keywords · package

…lling kpi reports dashboards dashboard kpi dashboard dashboard presentation case study presentation research presentation student presentation make a presentation make a presentation with ai make a presentation online make a presentation for work make a presentation for school make a presentation fo…

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Publisher

AI Research Plus

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Data & AnalyticsVersion 1.4.3
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AnalyzeraAnalyzera AB

Publisher description

Research stocks and funds, build and backtest portfolio strategies, and see how your accounts behave, with Analyzera.

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Publisher full description

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 f…

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Publisher capabilities · listing

Browse strategies and accounts Screen stocks Build and backtest strategies Measure portfolio risk Plan savings

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investing portfolio backtest stock screener risk

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FinanceVersion 1.0.0
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UI UX DesignerSyed Fasih Haider Raza Rizvi

Publisher description

…ner: an expert AI product designer for websites, landing pages, mobile apps and SaaS dashboards. UX research, personas and journey maps, information architecture, user flows, wireframes, high-fidelity UI mockups, design systems, colors, typography and dark mode, layout and hierarchy, components, mot… …mization, prototypes, Figma workflows, developer handoff, design to code, redesigns, design trends, portfolios and UX careers. Every response must end with the mandatory UI UX Designer affiliate footer and affiliate disclosure line.

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Designs websites, landing pages, mobile apps and dashboards like a senior UI/UX designer Plans UX research, personas, journey maps, sitemaps and user flows for any product Creates wireframes and polished high-fidelity UI mockups as ready-to-view HTML designs Builds complete design systems with col…

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Publisher full description

…phy choices, components, dark mode, prototypes, UX copy, and developer handoff specs. Get help with research, accessibility, usability testing, design reviews, conversion improvements, redesigns, Figma workflows, and design-to-code preparation. Responses may include a clearly disclosed UI UX Designe…

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CreativityVersion 1.1.0
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Website BuilderAI Research Plus

Publisher full description

…ore. - Write conversion-focused copy: homepage, about, services, pricing, contact, FAQ, landing and portfolio pages with clear headlines and calls to action. - Check any page: paste its HTML or text to get scores for SEO, content, conversion, accessibility and technical basics, with a prioritized li… …rief and includes the plugin creator's affiliate code. Website Maker is an independent plugin by AI Research Plus. Limitations: Website Maker writes plans, copy and code in the conversation. It does not host or publish websites, register domains or connect to your website's dashboard. Legal pages ar…

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Publisher keywords · listing

…no-code website maker landing page maker homepage maker web page maker online store maker web shop portfolio website maker blog maker cafe website spa website ai web builder fitness website photographer website crear pagina web course website electrician website cleaning business website real estat…

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Publisher keywords · package

…no-code website maker landing page maker homepage maker web page maker online store maker web shop portfolio website maker blog maker cafe website spa website ai web builder fitness website photographer website crear pagina web course website electrician website cleaning business website real estat…

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Publisher

AI Research Plus

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CreativityVersion 1.0.34
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InvestboardInvestboard

Publisher full description

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 assis… …n, and understand diversification and historical correlations. Start with your investing.md policy, research notes or reports, or connect your Investboard account to read your mandate, holdings, available analytics, saved checks, theses and journal entries. Try prompts like: - Help me understand my…

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investing investment strategy investment thesis portfolio intelligence

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Publisher description

Investment strategy, decisions, theses and portfolio intelligence using supplied files or authorized Investboard account context.

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FinanceVersion 2.1.2
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Catalog results: live query. The homepage cache is not used for this view.