plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "thefinancial-ai",
  "version": "1.0.5",
  "description": "Bring Financial AI\u2019s 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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives.",
  "author": {
    "name": "thefinancial.ai",
    "email": "support@thefinancial.ai",
    "url": "https://thefinancial.ai"
  },
  "homepage": "https://github.com/thefinancial-ai/financial-ai#readme",
  "repository": "https://github.com/thefinancial-ai/financial-ai",
  "license": "MIT",
  "keywords": [
    "finance",
    "stocks",
    "market data",
    "backtesting",
    "screening",
    "portfolio"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Financial AI\u00ae",
        "shortDescription": "Research, forecasts, backtests",
        "longDescription": "Bring Financial AI\u2019s 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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives.\n\nWhat you can do\n\u2022 Research investments: Analyze companies, sectors, and market developments.\n\u2022 Look ahead: Explore company financial forecasts and macroeconomic projections.\n\u2022 Test ideas: Build and backtest investment strategies before putting capital to work.\n\nTry asking\n\u201cBased on Financial AI\u2019s forecasts, do you think AMD will deliver upside surprise?\u201d\n\u201cBased on the current momentum of MU, provide an otm put option list on MU up to 60 days to expiration for a $200 to $1500 credit with minimal assignment risk\u201d\n\u201cBacktest buying NASDAQ futures when bar close price is below its 20 period moving average on 1 min bars, and on 10 min bars, its 5 period moving average is below its 20 period moving average with 0 bp transaction cost\u201d",
        "developerName": "thefinancial.ai",
        "category": "Finance",
        "capabilities": [
          "Company financials and segment data",
          "Prices, returns and technical indicators",
          "Forecasts, estimates and earnings calendars",
          "Stock and ETF screening",
          "Trading-strategy backtests",
          "Your thefinancial.ai portfolios and watchlist"
        ],
        "websiteURL": "https://thefinancial.ai",
        "supportURL": "https://thefinancial.ai/contact",
        "privacyPolicyURL": "https://thefinancial.ai/privacy-policy",
        "termsOfServiceURL": "https://thefinancial.ai/terms-and-conditions",
        "defaultPrompt": [
          "Based on Financial AI\u2019s forecasts, do you think AMD will deliver upside surprise?",
          "Based on MU's momentum, list OTM puts on MU up to 60 days to expiration for a $200 to $1500 credit with minimal assignment risk",
          "Backtest buying NASDAQ futures below the 20-period MA on 1-min bars while the 10-min 5-period MA is below its 20-period MA"
        ],
        "brandColor": "#111111",
        "brandColorDark": "#F2F2F2",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Company financials by segment",
              "prompt": "What was Apple's revenue by segment over the last four quarters?",
              "tools_triggered": "get_company_financials",
              "expected_behavior": "Returns a table of Apple's revenue per segment (iPhone, Mac, iPad, Wearables, Services) for each of the last four quarters from thefinancial.ai data, with the period dates and a short summary of the trend."
            },
            {
              "description": "Technical indicators for a stock",
              "prompt": "Is NVDA overbought? Show the 14-day RSI and the 50- and 200-day moving averages.",
              "tools_triggered": "get_stock_price_data",
              "expected_behavior": "Returns NVDA's latest close, 14-day RSI and 50/200-day moving averages with their as-of date, says whether RSI is above 70, and includes the chart data for price and moving averages."
            },
            {
              "description": "Stock screen",
              "prompt": "Which S&P 500 stocks have a P/E below 15 and positive revenue growth?",
              "tools_triggered": "screen_stocks",
              "expected_behavior": "Returns the S&P 500 companies that match both conditions (for example MU, JPM and BAC on 2026-10-20), with their P/E and revenue growth, and states the screening date and criteria used."
            },
            {
              "description": "Strategy backtest (long-running, polled)",
              "prompt": "Backtest a 50/200-day golden cross on SPY over the last 5 years against buy and hold.",
              "tools_triggered": "backtest_strategy",
              "expected_behavior": "The first call returns status in_progress with a job id; ChatGPT calls the tool again with the job until it is finished (typically 1-5 minutes). The final answer gives total return, annualized return, maximum drawdown and number of trades for the strategy and for buy and hold, with chart data for both equity curves."
            },
            {
              "description": "Read and update the user's own account",
              "prompt": "Show the holdings of my Core Growth portfolio, then add AMD to my watchlist.",
              "tools_triggered": "list_manual_portfolios, get_manual_portfolio, add_to_watchlist",
              "expected_behavior": "Lists the Core Growth portfolio of the signed-in test account (AAPL, MSFT, NVDA, GOOGL, JPM, SPY with shares, prices and value), then adds AMD to the watchlist and confirms it."
            }
          ],
          "negative": [
            {
              "description": "Placing a trade is not supported",
              "prompt": "Buy 100 shares of TSLA for me at market price."
            },
            {
              "description": "Moving money is not supported",
              "prompt": "Transfer $5,000 from my brokerage account to my bank account."
            },
            {
              "description": "Connecting a brokerage account is not supported through the plugin",
              "prompt": "Connect my Robinhood brokerage account to thefinancial.ai."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "thefinancial.ai does not sell products or process payments. Users sign in with an existing thefinancial.ai account.",
        "demo_recording_url": "https://github.com/thefinancial-ai/financial-ai/releases/download/chatgpt-review-2026-10-21-thefinancial-ai/thefinancial-ai-chatgpt-walkthrough.mp4"
      },
      "publication": {
        "release_notes": "Display name Financial AI\u00ae, new listing description and starter prompts."
      },
      "apps": "./.app.json"
    }
  }
}