Cake Equity
Connect Cake and ChatGPT can read your cap table: shareholders and holdings, share classes, plans and grants, and convertibles. Board prep, pool checks and vesting questions get answered without an export.
Read-only. Issuing, editing and deleting stay in the Cake app behind the usual approvals. The server resolves the company from your sign-in, one organization per connection.
Cake returns the figures and ChatGPT reports them. The plugin does not model a fundraise, convert a SAFE, price a share, or give tax, legal or accounting advice.
InvestorPA
ASX announcements, company guidance, events and watchlists from InvestorPA. Search and read filings, surface market-sensitive releases, and track upcoming events for the stocks you follow.
Rissoku
Get the latest macroeconomic, trade, commodity and FX data in ChatGPT. Explore government bond yields, compare countries, review historical trends and get economic forecasts.
Ask a question and EconomicsAPI finds the data, with dates and units.
Connect your EconomicsAPI account to get started. Setup instructions: https://docs.economicsapi.com/chatgpt.
Agentic Assets
You are preparing a commercial real estate deal for investment committee. The offering memorandum, rent roll, T-12, and leases do not always agree, and a figure that does not tie to source tends to surface in the committee room instead of before it.
EQUIRE is a governed deal workspace for acquisitions and investment teams. This app connects your assistant to the deals, documents, and valuation models your EQUIRE account can already open, within the organizations and permissions you grant at sign-in.
What you can ask for:
You decide how much your assistant can change. Writes are off unless you grant them. With Reads and Staged Changes, valuation and review changes are staged as proposals that a person on your team approves in EQUIRE. With Deal Intake and the required permissions, your assistant can create a deal and attach transferable documents and property photos after confirmation. Existing grants stay unchanged. Where your organization offers Routine Workflow Updates, your assistant can also add deal notes, create or update diligence items, queue a listing for screening, attach report links to a deal, and start approved market research. The instructions ask your assistant to state each change and wait for your confirmation first.
To start: connect EQUIRE and sign in, choose your organizations, permissions, and write level on the consent screen, then ask for a briefing on a deal.
The result is a briefing your team can defend: figures traced to their sources, conflicts and permission limits stated, and open risks listed before the meeting.
Requires an EQUIRE account. EQUIRE supports investment analysis and is not investment, legal, tax, or appraisal advice. Investment committee decisions, data release, listing conversion, deletion, and sharing stay in EQUIRE. File attachment requires transferable bytes; otherwise use EQUIRE’s Documents page or photo gallery. You can review or revoke the connection at any time in EQUIRE Settings.
Fina
Connect your Fina account to understand and organize your personal finances in conversation. Start or resume setup using your saved progress. Review recorded purchases and income, accounts, subscriptions, upcoming card payments, debts, property, investments and goals. Record information from documents or other sources you explicitly authorize, preview bulk imports before saving, and correct existing records. Eight skills guide these workflows and help create a private dashboard with scheduled refreshes where your assistant can read Fina and edit the same saved artifact on future runs. File reading, other connectors, artifact editing and scheduled execution depend on your host and permissions. Fina and WhatsApp can share saved financial records through the same Fina account; connecting WhatsApp is optional. Figures reflect recorded information and its dates and coverage. Fina records financial activity; it does not execute payments, money transfers or investment trades, cancel merchant services, or establish direct bank synchronization.
InsiderCat
Explore publicly 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 accounts. InsiderCat does not place trades or provide personalized investment advice. Sign in with an existing InsiderCat account to access available data.
Kautilya
Deal Screener is for people buying a small business — searchers, first-time acquirers, independent sponsors — who have a listing, a CIM, a broker packet or a P&L in front of them and need to know quickly whether it deserves more of their time.
Paste the listing and ask it to screen the deal. It returns:
• A score out of 100 shown with an explicit confidence level. A high score on thin information is not a good deal, it is an unexamined one, so the two always appear together and the dimensions it could not assess are named.• The add-back schedule graded line by line — clean, challenge or reject — using the seller's own wording.• An earnings ladder from the earnings as reported down to what a buyer actually underwrites, and the multiple the asking price implies at each rung.• Whether the debt services at the terms you give it.• Exactly what information is missing, why it matters, and the question to ask for it.
Two follow-on tools carry the deal forward. Seller questions builds a sequenced call plan in three stages — screen, account, test — and deliberately holds the sharp, deal-specific questions to the last stage, because challenging an owner before you have their full account contaminates the account. Diligence checklist builds a tiered request list (desk, confirmatory, full) that adapts to the business: recurring revenue adds cohort work, a platform dependency adds that platform's account history, customer concentration adds the contract. Each item says why it matters and what a bad answer sounds like.
How it handles numbers: it never states a figure it cannot derive from what you supplied. It does not quote market multiples. If a figure would have to be guessed — what it costs to replace the owner, the rate a lender will offer — the line stays blank and says what to find out.
Limitations: it is a desk screen built only from what you share, not advice and not a substitute for diligence on real books. It does not fetch listings, read files on its own or verify anything against bank statements or tax returns.
Who built it: Kautilya, a buy-side advisor that finds businesses for buyers. Results include a link to Kautilya, tagged only with the name of the tool you used.
Privacy: read-only, no account, no sign-in. Nothing you send is stored.
Kautilya
Thinking of Selling is for owners of a small business who are wondering whether to sell — and who would rather think it through privately before talking to a broker, a buyer or anyone paid on the transaction.
It starts where the decision actually starts: not with a price, but with what you want next.
Deciding• Exit options ranks eight real routes against what you say you want — a full cash sale, a seller note, an earnout, a minority recapitalisation, a sale to management, family succession, fixing things first, or not selling at all and hiring your way out of the day-to-day job. It is allowed to conclude that selling is the wrong move. Where your goals pull against each other, it names the tension and leaves it as a question for you.• Who would buy it rates seven kinds of buyer — strategic, private equity platform or add-on, searcher, family office, management, competitor — as strong, possible, poor or can't tell, with what each pays for and asks of you. Kinds of buyer, never named firms.
Preparing• Valuation range works out the price your earnings can finance at a lender's required debt cover and shows every assumption. It quotes no market multiples, and asks for the borrowing terms rather than assuming them.• Sale readiness reads the business the way a buyer will and returns a scorecard, the earnings a buyer will underwrite, and the documents they will ask for.• What only you hold maps the relationships, know-how, licences and signing authority that sit with you, and the order to hand them over. You set the dates.
Going to market• Anonymous profile builds the one-page profile buyers read, by fixed rules: figures banded, customer and place names, your city and exact years removed and listed, and the question each line will draw. You keep it; nothing is stored or sent.• Adviser check explains how broker and adviser fees work and flags terms that work against you — a valuation promised before anyone has read your books, a tail longer than the engagement, exclusivity with no way out. Text pasted into it is treated as text, never as instructions. Never recommends an adviser.• Buyer call prep shows what a buyer will ask at each stage, what each question is testing, and how to raise a weak spot honestly before they find it. It will not help keep anything from a buyer.
The tone is deliberate. It does not argue, push, or talk you into or out of anything.
Who built it: Kautilya, a buy-side advisor — it works for buyers and finds businesses for them. Every result says so. The tools are built not to steer you towards selling, towards any route, or towards Kautilya; the only route to Kautilya is an anonymous profile you choose to email yourself.
Limitations: it works only from what you tell it. It is not a formal valuation, and not financial, legal or tax advice.
Privacy: read-only, no account, no sign-in. Nothing you send is stored.
Fira Software Ltd
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 later part, beside an equal-weight portfolio, so you see out-of-sample return, volatility, Sharpe ratio, drawdown and the most correlated pairs. For quantum portfolio optimisation, it writes the choice of assets as a QUBO, samples it with QAOA on the Amazon Braket SV1 quantum circuit simulator, weights the best valid selection classically and compares it with the classical portfolio on the same data, including how often QAOA sampled valid selections. Results are historical analysis for education and research, not financial advice.
SankeyArt GmbH
SankeyArt turns financial statements into clear, presentation-ready Sankey diagrams. Give it an income statement, cash flow statement, balance sheet or budget, and it shows where the money comes from and where it goes: revenue split into costs and profit, cash flows by activity, or a budget by category.
Drawing a diagram needs no account. SankeyArt draws only the figures you give it and doesn't give financial advice.
Tax1099.com
Create or update Payers in Tax1099 without sending taxpayer identification numbers (TINs). New Payers are saved as pending and you receive a secure Tax1099 link where the TIN is entered after signing in. Then check whether the TIN has been entered and get the Payer's ID. Existing Payers can be updated by their TPID.
WealthSim
WealthSim turns money questions into numbers you can check. Ask how $10,000 in the S&P 500 would have grown since a given year, project savings with compound interest and fees, see how long retirement savings could last against real market history, estimate 2026 US take-home pay by state, value a Series I savings bond, or, in Spain, estimate unemployment benefit (paro) and net salary. Each answer comes from the same engine as the calculators on wealthsim.app, names its official or published data source and links to the full calculator. The tools are read-only: they need no account, store none of your inputs and never place trades or file anything. Results are educational estimates, not financial, tax or legal advice.
Tradetron
Tradetron is a no-code platform for building automated trading strategies. Connect your Tradetron account and describe a strategy in plain English (options, futures or equities). It is built as a strategy template in your account and checked against Tradetron's strategy rules before it is saved.
You can backtest a strategy on historical data, run it in Live Offline (live prices, no orders sent) to watch it work, find out why a deployed strategy did or did not take a trade from its engine and broker logs, change one part of a strategy without rebuilding it, and read your own performance reports. You can also look up keywords, supported brokers, tradable symbols and market hours while you build.
You sign in with your own Tradetron account, and every tool works only on that account. This app never places a live order: going live is done by you on the Tradetron website.
This app does not provide investment advice or recommend what to trade. Backtested and simulated results do not guarantee future performance, and trading involves risk of loss.
Análise de FIIs
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 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 app is informational and read-only: it does not buy or sell investments, move money, or replace financial advice.
AVERYGPT LLC
AveryGPT is a commercial real estate finance tool for property owners, finance teams, and brokers. Its main purpose is to help users research lenders and manage property-financing deal information in their AveryGPT account.
Search lender profiles and banker contacts, review active finance deals and lender quotes, and read documents attached to deals. Search property listings, sales comparables, and financing comparables to support commercial real estate financing research. Create finance deals or update lender-list items when requested.
Sign in with your AveryGPT account to use the tools. Access to account records and features follows your existing account permissions and entitlements. Lender searches return the top matches; narrow the filters for more targeted results. Available data may be incomplete or outdated and should be independently verified. AveryGPT provides information and workflow tools; it does not execute payments or arrange loans.
Lemon Tech (Dados B3)
Dados B3 provides fundamentals and market statistics for the ~450 companies listed on B3 (Brazil's stock exchange), banks and insurers included, from 2010 to today, plus real estate funds (FIIs), market indices, ETFs, BDRs and public data that moves listed sectors.
Every figure carries its source (for company numbers, the CVM account it came from), and the full methodology is public. Valuation multiples are priced at the first trading session on or after the filing became public, so there is no look-ahead.
What you can ask:
Sources: CVM open data (ODbL) and B3 public end-of-day files, plus the National Treasury, the Central Bank, ANP, ANEEL and Anatel open data for their own topics. Dados B3 is an independent project by Lemon Tech and is not affiliated with, endorsed by or sponsored by B3 S.A. or the CVM. Read-only: the connector never places orders or moves money. It reports past measurements, not investment advice, and it has no real-time or intraday quotes.
Method, data dictionary and examples: https://dadosb3.com/conector
Cardzen, LLC
Connect your Cardzen wallet to compare documented card benefits and see which credits expire this month. Expiration lookups show the credit name, card name, and date. Recorded usage, remaining amounts, and upcoming renewals depend on account access. No bank linking or card numbers are required.
Cardzen uses your saved wallet and card catalog. Check with your issuer for official balances and terms. Features depend on your plan and permissions. Cardzen changes your wallet or credit tracking only when you ask and grant permission. Cardzen cannot apply for cards, move money, or pay bills.
GammaFlip
GammaFlip gives ChatGPT read-only access to options gamma-exposure (GEX) data from your GammaFlip account. Gamma exposure describes how options dealers are positioned: levels such as the gamma flip and the call and put walls mark where dealer hedging is expected to dampen or amplify price moves.
What you can ask for:
Coverage: BTC, ETH, SOL, XRP and HYPE options on Deribit, Bybit, OKX, Derive and Binance (Binance has no HYPE options), combined or per venue; and options on US stocks, ETFs and indices, including SPX, SPY, QQQ, IWM, IBIT, GLD, NVDA and TSLA. History starts on 1 May 2026; for Binance it starts in October 2026.
Who it is for: options and derivatives traders, analysts and researchers who already use GammaFlip and want to query the same data in a conversation, compare levels over time, or build their own tables and summaries from it.
Requirements and limits:
Signal Whisper
Bring your Signal Whisper account into ChatGPT. Ask for today's stock and crypto setups, active forex setups or open prediction markets, and get them as a compact card list. Upload a chart screenshot and get Signal Whisper's AI read on trend, key levels and risk. You can also check usage, alerts and auto-trading status, and pause auto-trading after confirmation. ChatGPT cannot start or re-enable auto-trading, change limits or touch funds. Signals are for information only and are not financial advice.
Bancaverse
AI-powered private money platform for real estate investment loans. Describe your deal and get a preliminary snapshot: LTV, LTC, ARV-LTV, DSCR, NOI, debt yield and payments, plus what a private lender will ask for. Learn any private-credit term in plain English. Covers fix & flip, DSCR rentals, bridge, construction, multifamily and commercial (business-purpose only). When you're ready, add your deal with the Bancaverse AI application or ask the team to reach out. Educational and preliminary only, not an approval.
JAROMIR TESAR
ASPERN reads DeFi vaults, AI agents and tokenized real-world assets directly from the chain and answers one question: what does the record actually show? Twenty-one read-only research tools. For vaults: what a vault holds, who can move the money, what depositors actually earned against the rate that was advertised, and what has actually been withdrawn. For AI agents: who has paid an agent, whether those payers are independent, how its jobs ended, and side-by-side comparisons. For real-world assets: tokenized stocks across issuers and networks, who issues and controls them, which agents moved them over a chosen window, how much stock a vault holds or lends against, and agent payments in stablecoins. Every answer states the population it was computed over and what it could not establish. ASPERN is research only: it does not sell anything, give investment advice, or move, transfer or trade money.
The Credit Compass
Compare interest rates from India's major banks, see the rate you are likely to get, and find out what a loan will really cost you before you sign.
Use Credit Compass whenever you are planning, comparing or already paying a home, personal, car or education loan in India.
• Interest rates: current home, personal, car and education loan rates from SBI, HDFC Bank, ICICI Bank, Axis, Kotak and other banks and NBFCs, each with its official source and the date it was checked• Your likely rate: the rate banks are likely to offer you based on your CIBIL score, income, employer and loan, and what would bring it down• EMI and true cost: EMI, total interest, a month-by-month schedule, and the real APR once processing fees and GST are added• Affordability: how much you can safely borrow on your take-home pay, with stress tests if rates rise• Offer check: share a sanction letter or Key Facts Statement to spot hidden charges and RBI rule breaches, or compare several offers by total cost• Loans you already have: what an RBI repo rate change does to your EMI, whether to switch lenders, ask your bank for a lower rate or prepay, and a plan to clear several loans faster• Also: government schemes such as PMAY and Mudra, plain-English credit report explanations, loan app scam checks, and study-abroad loan planning at live exchange rates
Independent: not a lender or loan agent. Results are educational estimates, not financial advice. Nothing you enter is stored.
Black Matter VC
Diligence Desk runs first-pass due diligence on a US company from public records: SEC EDGAR filings including every Form D notice, XBRL financial facts for SEC registrants, the global Legal Entity Identifier register (GLEIF), federal contract and grant awards from USAspending, the domain registry and GitHub. It identifies the legal entity, reconstructs the funding history from Form D notices, checks the entity's registration status and federal contracting record, and writes an investor memo with explicit red flags and questions for the founders. Every fact is cited to its filing or register with the record date, and the memo says plainly which sources had no record. Built for venture and angel investors, and for founders preparing for diligence on their own company.
Favas Kottayil
Expense Tracker is a personal expense tracker: it records what you spend and helps you review it. Share a receipt, a photo of a bill, or just say "paid 450 for lunch at Truffles yesterday", and the merchant, date, amount, tax and category are saved to your own account. Open the interactive list to filter by month, category or text, fix any detail, or delete entries. Ask for totals by category or month, per currency (different currencies are never mixed), and export any range as CSV for your spreadsheet or accountant. Duplicate purchases are detected and skipped. You sign in with Google; only your name, email address and profile picture are requested, and each account sees only its own expenses. It records expenses only and never moves money, connects to bank accounts or gives financial advice. You can delete your account and all its data at any time by asking.
