Update to Financial AI®
Snapshot Oct 28, 2026 · 12:00 UTC · version 1.0.5
Payment or plan references changed
Full description — Now says: Bring Financial AI’s investment intelligence directly into ChatGPT. Explore company research, proprietary financial and macroeconomic forecasts, and strategy...
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Full description
Oct 24, 2026 · 12:40 UTC
Turn investment ideas into action with Financial AI®. Access proprietary company and macroeconomic forecasts, build and backtest strategies, portfolios, and hedges using natural language, and connect supported brokerage accounts for port...
Oct 28, 2026 · 12:00 UTC
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 comprehen...
Long description
Oct 24, 2026 · 12:40 UTC
Turn investment ideas into action with Financial AI®. Access proprietary company and macroeconomic forecasts, build and backtest strategies, portfolios, and hedges using natural language, and connect supported brokerage accounts for port...
Oct 28, 2026 · 12:00 UTC
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 comprehen...
Short description
Oct 24, 2026 · 12:40 UTC
Investment ideas into action
Oct 28, 2026 · 12:00 UTC
Research, forecasts, backtests
Declared skills
Oct 24, 2026 · 12:40 UTC
[{"description":"Use for questions about stocks, ETFs, indices, crypto, company financials (revenue, earnings, EBITDA, margins, segments), prices, returns, technical indicators, forecasts and analyst estimates, earnings, options, macro d...
Oct 28, 2026 · 12:00 UTC
[{"description":"Use for questions about stocks, ETFs, indices, crypto, company financials (revenue, earnings, EBITDA, margins, segments), prices, returns, technical indicators, forecasts and analyst estimates, earnings, options, macro d...
Compare saved observations
Download comparison JSONFull technical diff · 11 changed fields
changed /release/description
"Turn investment ideas into action with Financial AI®. Access proprietary company and macroeconomic forecasts, build and backtest strategies, portfolios, and hedges using natural language, and connect supported brokerage accounts for portfolio monitoring and AI-powered trade execution—all through ChatGPT. Bring predictive insights, strategy testing, and connected execution into one investment workflow."
"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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives."
changed /release/display_name
"thefinancial.ai"
"Financial AI®"
changed /release/id
"pluginrel_d00cee48cd2481918c38fb1418af74f7"
"pluginrel_bc4ee2c96348819184eecfeffb780921"
changed /release/interface/composer_icon_url
"https://files.openai.com/content?id=file_0000000084b081fdbc68f24c5b50922b"
"https://files.openai.com/content?id=file_0000000036c881f6be3f3e01d77e76a4"
changed /release/interface/default_prompt
"What was Apple's revenue by segment over the last four quarters?"
"Based on Financial AI’s forecasts, do you think AMD will deliver upside surprise?"
changed /release/interface/default_prompts
[ "What was Apple's revenue by segment over the last four quarters?", "Backtest a 50/200-day golden cross on SPY over 5 years vs buy and hold", "Which S&P 500 stocks have a P/E below 15 and positive revenue growth?" ]
[ "Based on Financial AI’s 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" ]
changed /release/interface/logo_url
"https://files.openai.com/content?id=file_00000000730481f4ac81c51246c52ebd"
"https://files.openai.com/content?id=file_000000008ba881f6ad59c64ef3fe09ac"
changed /release/interface/long_description
"Turn investment ideas into action with Financial AI®. Access proprietary company and macroeconomic forecasts, build and backtest strategies, portfolios, and hedges using natural language, and connect supported brokerage accounts for portfolio monitoring and AI-powered trade execution—all through ChatGPT. Bring predictive insights, strategy testing, and connected execution into one investment workflow."
"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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives.\n\nWhat you can do\n• Research investments: Analyze companies, sectors, and market developments.\n• Look ahead: Explore company financial forecasts and macroeconomic projections.\n• Test ideas: Build and backtest investment strategies before putting capital to work.\n\nTry asking\n“Based on Financial AI’s forecasts, do you think AMD will deliver upside surprise?”\n“Based 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”\n“Backtest 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”"
changed /release/interface/short_description
"Investment ideas into action"
"Research, forecasts, backtests"
changed /release/skills
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"description": "Use for questions about stocks, ETFs, indices, crypto, company financials (revenue, earnings, EBITDA, margins, segments), prices, returns, technical indicators, forecasts and analyst estimates, earnings, options, macro data, stock screens, trading-strategy backtests, or the user's own thefinancial.ai portfolios, watchlist and saved strategies. Explains which thefinancial.ai tool fits the request, how to wait for long analyses, and how to present the results and charts.",
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},
"name": "thefinancial-ai",
"plugin_release_skill_id": "pluginrsk_6ad90bab55d881918a194cef858e2476"
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][
{
"description": "Use for questions about stocks, ETFs, indices, crypto, company financials (revenue, earnings, EBITDA, margins, segments), prices, returns, technical indicators, forecasts and analyst estimates, earnings, options, macro data, stock screens, trading-strategy backtests, or the user's own thefinancial.ai portfolios, watchlist and saved strategies. Explains which thefinancial.ai tool fits the request, how to wait for long analyses, and how to present the results and charts.",
"interface": {
"brand_color": null,
"default_prompt": null,
"display_name": "thefinancial-ai",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Use for questions about stocks, ETFs, indices, crypto, company financials (revenue, earnings, EBITDA, margins, segments), prices, returns, technical indicators, forecasts and analyst estimates, earnings, options, macro data, stock screens, trading-strategy backtests, or the user's own thefinancial.ai portfolios, watchlist and saved strategies. Explains which thefinancial.ai tool fits the request, how to wait for long analyses, and how to present the results and charts."
},
"name": "thefinancial-ai",
"plugin_release_skill_id": "pluginrsk_6ae11628d6548191ae68d80e11623a97"
}
]changed /release/version
"1.0.3"
"1.0.5"
Full snapshot data
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"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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives.",
"display_name": "Financial AI®",
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"Stock and ETF screening",
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"default_prompt": "Based on Financial AI’s forecasts, do you think AMD will deliver upside surprise?",
"default_prompts": [
"Based on Financial AI’s 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"
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"long_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, futures, cryptocurrencies, and other asset classes, tailored to specific user requirements and investment objectives.\n\nWhat you can do\n• Research investments: Analyze companies, sectors, and market developments.\n• Look ahead: Explore company financial forecasts and macroeconomic projections.\n• Test ideas: Build and backtest investment strategies before putting capital to work.\n\nTry asking\n“Based on Financial AI’s forecasts, do you think AMD will deliver upside surprise?”\n“Based 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”\n“Backtest 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”",
"plugin_category_id": "finance",
"privacy_policy_url": "https://thefinancial.ai/privacy-policy",
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"terms_of_service_url": "https://thefinancial.ai/terms-and-conditions",
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