Best ChatGPT Plugins for Finance: Invest Like a Pro

Explore the power of ChatGPT plugins for finance, revolutionizing investment analysis and decision-making with AI. Uncover the top tools in our guide.

ChatGPT, a product from OpenAI, is shaking up the financial sector. This powerful natural language model can analyze vast amounts of data, understand context, and generate human-like text responses. It’s like having an incredibly knowledgeable financial advisor right at your disposal.

While already impressive as standalone software, what truly elevates ChatGPT… are plugins – specialized add-ons designed for specific tasks or industries. In the world of finance, these plugins offer unique advantages such as real-time investment data tracking with PortfolioPilot to comprehensive global stocks analysis through plugins like Boolio Invest.

We’re about to take a closer look at the best ChatGPT plugins designed especially for finance. Get ready to find out how these awesome ChatGPT plugins for finance can help you streamline your daily tasks, and learn tips on incorporating them into your workflow.

If you’re new to ChatGPT Plugins and want a comprehensive guide then check out our article How to use ChatGPT Plugins: A Step-By-Step Guide

Top ChatGPT Plugins for Finance

1. Interest Rates

The interest Rates plugin is a specialized tool designed to fetch real-time interest rates from central banks across the globe. By connecting users directly to the most recent financial data, it aids in staying updated with global financial trends. This plugin was added to the finance category on June 22, 2023, and has garnered attention for its utility and ease of use.

After testing the “Interest Rates” plugin, it’s evident that its standout feature is the effortless access to real-time interest rates from various countries’ central banks. With a user-friendly interface, one simply needs to specify the country of interest, and the plugin fetches the latest interest rate data directly from the chosen country’s central bank. This feature is particularly beneficial for financial professionals who require timely and accurate market data without the hassle of navigating through complex databases or websites.

Key Features/Benefits:

  • Up to Date Info: Real-time access to global interest rates from central banks.
  • User-friendly interface: Simply specify the country, and the plugin does the rest.
  • Comprehensive: Comprehensive coverage of countries, including the United States, Australia, Brazil, Canada, China, and many more.
  • Easy to use: Designed for ease of use, requiring no special knowledge or skills.


  • Over-Reliance: Reliance on central banks’ databases, which might have occasional downtimes.
  • Limited Features: The plugin might not cover some niche or regional banks.

2.  Boolio Invest

Boolio Invest is a cutting-edge ChatGPT plugin designed to revolutionize the way investors analyze global stock values. Harnessing the power of quantitative factor methodologies, this plugin offers a sophisticated approach to understanding stock values on a global scale. With Boolio Invest, investors gain the ability to make well-informed decisions by delving deep into the key factors influencing market trends and movements. The plugin’s integration with AI-powered ChatGPT technology ensures real-time stock value analysis, making it a game-changer in the investment world.

After testing the Boolio Invest plugin, it’s evident that its strength lies in its advanced algorithm. This feature allows users to access both historical and real-time stock data, empowering them to make informed investment decisions. The plugin’s user-friendly interface is a standout, ensuring ease of use for both novice and seasoned investors. One feature that particularly impressed me was the plugin’s ability to provide granular information on various investment options, giving users a comprehensive view of the stock market landscape.

Key Features/Benefits:

  • Real-time Stock Analysis: Analyze stock values in real-time using artificial intelligence.
  • Quantitative Factor Methodologies: Dive deep into factors affecting stock values, including historical performance, future projections, and market trends.
  • User-friendly Interface: Designed for ease of use, catering to both novice and expert investors.
  • Versatile Query Options: Allows users to query both verbal and written information, making it adaptable for all investor types.
  • Time Efficiency: Reduces research time significantly, ensuring quick and efficient information delivery.


  • Learning Curve: While user-friendly, new users might need some time to fully understand all functionalities.
  • Dependence on Data Accuracy: The plugin’s efficiency is tied to the accuracy of the data it accesses, which might not always be up-to-date.

3. Currency Today

Currency Today” is an intuitive ChatGPT plugin tailored for real-time currency conversion. With the global financial landscape constantly shifting, the plugin offers users the convenience of instantly converting currency values based on the most recent exchange rates. Whether you’re a financial professional, a traveler, or someone who deals with multiple currencies, “Currency Today” ensures you have the most accurate data at your fingertips.

Having tested the “Currency Today” plugin, its standout feature is the simplicity and speed of fetching conversion rates. By just typing in the amount and the desired currencies, the plugin provides a swift conversion without scorching the internet for current rates. This feature is particularly beneficial for financial professionals who require quick and reliable currency data for their transactions.

Key Features/Benefits:

  • Instant Conversions: Instant currency conversion based on the latest exchange rates.
  • Ease of Use: User-friendly interface with simple prompts for conversion.
  • Additional Details: Provides the conversion rate, date of conversion, and the converted amount.
  • Comprehensive: Supports a wide range of global currencies.
  • Documentation: API documentation is available for developers.


  • Requires Internet Connection: Requires an active internet connection for real-time data.
  • Limited Data: Might not have historical data for currency trends.

4. CreditYelp

The CreditYelp ChatGPT Plugin is a specialized tool designed to assist users with financial calculations, particularly focusing on loan repayments and credit card payoffs. Nestled within the all-in-one workspace of CreditYelp, it offers users to access financial calculators, making it a superior choice for precise financial computations.

Having personally tested the CreditYelp ChatGPT Plugin, I was particularly impressed with its personal loan repayment calculator. The tool’s ability to swiftly generate comprehensive breakdowns of repayment schedules, considering various factors like interest rates, monthly payments, and loan terms, was truly remarkable. This feature, combined with its user-friendly interface, made it incredibly easy to obtain precise financial insights. It’s evident that whether you’re a financial advisor, banker, freelancer, or educator, CreditYelp can be a game-changer in enhancing your financial decision-making process.

Key Features/Benefits:

  • All-in-One Workspace: Efficiently combines various work apps.
  • Accurate Financial Calculators: Provides detailed repayment schedules and payoff terms.
  • User-Friendly Interface: Clear inputs and outputs simplify the process.
  • Financial Planning Tool: Assists in making better financial decisions.
  • Versatility: Caters to a wide range of professionals.


  • Learning Curve: This might require some time for users unfamiliar with financial tools.
  • Specificity: While it’s a strength for financial professionals, its specialized nature might not cater to everyone’s needs.

5. Avalara

The  Avalara Tax Calculator plugin is a valuable tool designed to assist users in determining the sales tax for specific locations within the United States. This plugin is especially beneficial for those planning purchases or budgeting for expenses, allowing them to account for the additional cost of sales tax seamlessly.

After testing the plugin, I found its ability to provide detailed sales tax calculations based on not just the city and state but also specific street addresses to be particularly impressive. This feature ensures that users receive the most accurate sales tax information, which includes state, county, city, and special jurisdiction sales taxes. For instance, if you’re considering a purchase in New York City, New York, you can input those details and even provide a specific street address for a more precise calculation. The plugin’s intuitive design and accurate results make it a standout tool for financial planning.

Key Features/Benefits:

  • Sales Tax Calculator: Calculates sales tax based on city, state, or specific street address.
  • Access to Avalara: Utilizes the Avalara database for accurate tax information.
  • Detailed Responses: Provides total sales tax, including state, county, city, and special jurisdiction sales taxes.
  • Easy to Use: User-friendly interface with clear instructions for use.


  • Limited Use: Limited to US addresses only.
  • Clarity: Assumes a default value of $100 if no specific amount is provided, which might not always align with user intentions.

6. Invoice Pilot

Invoice Pilot is a dedicated invoicing tool designed for ChatGPT users. It offers a seamless experience for creating and managing invoices or estimates in PDF format. Whether you’re a business, freelancer, or an individual, Invoice Pilot aims to simplify the invoicing process, ensuring that you present a professional image to your clients.

After testing the Invoice Pilot plugin, I was particularly impressed with its customization features. Not only can you generate standard invoices, but you can also tailor them to your brand by adding logos, choosing languages, and setting specific currencies. The ability to apply discounts and taxes as needed further enhances its versatility. It felt like a comprehensive solution for all invoicing needs, especially for those who require a blend of automation and personal touch.

Key Features/Benefits:

  • Invoice/Estimates: Automated creation of invoices and estimates.
  • Customization: Options including logo addition, language selection, and currency setting.
  • Email: Direct email feature to send invoices to clients.
  • Integration: With ChatGPT for a smooth user experience.
  • Easy to Use: Prompt examples are provided for ease of use.


  • Signup Required: Requires initial setup for personal/business details.

7. Portfolio Pilot

Portfolio Pilot is an AI-driven investment guide designed to assist users in managing their investments more effectively. It operates as a comprehensive tool that aggregates various assets into a single portfolio, including stocks, bonds, ETFs, mutual funds, real estate, cryptocurrencies, and private equity. The plugin is powered by high-quality models from Global Predictions, ensuring accurate and up-to-date financial insights.

After testing the Portfolio Pilot plugin, the feature that stands out the most is its ability to provide a detailed portfolio assessment. This assessment not only gives a clear picture of the current state of one’s investments but also offers actionable recommendations on how to enhance the portfolio. The AI-driven insights are particularly beneficial, offering a blend of expected returns, risk-adjusted returns, and other crucial financial metrics. It’s like having a personal investment coach that provides data-driven advice tailored to your specific financial situation.

Key Features/Benefits:

  • Coaching: AI-driven investment coaching.
  • Comprehensive:  Portfolio aggregation.
  • Up to Date Info: Real-time financial insights and news updates.
  • Detailed: Detailed portfolio assessments with actionable recommendations.
  • Breakdowns: By country, sector, and holdings.
  • Advanced Options: Advanced search functionality for ETFs and stocks.
  • Global Snapshot: Macro insights of the global economy.


  • Advanced: Might be overwhelming for beginners due to the depth of information.

8. Daizy 

Daizy is a groundbreaking all-in-one workspace and financial analysis tool designed for finance professionals. It offers a comprehensive view into the world of finance, covering ETFs, stocks, and cryptocurrencies. With its primary focus on delivering deep insights, Daizy stands out by providing institutional-grade data, including performance metrics, risk analysis, sustainability insights, and research.

Having tested the Daizy plugin, I was particularly impressed with its asset details analysis feature. It provides extensive details on individual assets, be it stocks, ETFs, or cryptocurrencies. This in-depth investment analysis, which covers performance, risk, sustainability, sentiment, and even the latest news stories impacting the asset, is a game-changer. It empowers users like me to make informed investment choices, ensuring that every decision is backed by reliable data.

Key Features/Benefits:

  • Asset Details Analysis: Provides extensive details on individual assets, including performance, risk, sustainability, sentiment, and news stories.
  • ETFs Search: Simplifies the process of finding the right ETFs based on categories and investment themes.
  • Real-time Price Information: Delivers real-time price data for stocks, ETFs, and cryptocurrencies.
  • News Stories: Keeps users informed with the latest news stories affecting various assets.
  • Sustainability Analysis: Offers insights into aspects like carbon emissions, climate impact, and diversity analysis.
  • Sentiment Analysis: Gauges market sentiment based on posts from


  • Limited Use: The plugin’s focus on ETFs, stocks, and cryptocurrencies might limit its use for those interested in other financial instruments.

9. BizToc

The BizToc ChatGPT Plugin emerges as a premier tool for professionals aiming to stay updated with the latest global business news. Seamlessly integrated, it offers users timely insights into the dynamic world of business, ensuring they remain informed and proactive.

After hands-on testing of the BizToc ChatGPT Plugin, its query-based news search feature genuinely shines. This precision-targeted approach allows users to hone in on specific business topics, companies, or industries, ensuring relevant and timely information without the clutter.

Key Features/Benefits:

  • Real-time Updates: Stay updated with the latest global business news as it unfolds.
  • Query-based Search: Precise searches on specific business topics, companies, or industries.
  • Meeting Prep: Equip yourself with the latest company or industry news before crucial meetings.
  • Professional Development: Dive into diverse business areas for personal and professional growth.
  • Efficient News Retrieval: Designed for a balanced work-life, get your news without the hassle.
  • Exclusive Content: Integrated with the BizToc API for a unique content experience.


  • Learning Curve: This might be challenging for those new to ChatGPT plugins.
  • API Dependence: Relies on the BizToc API for some exclusive content.

10. VoxScript

VoxScript is a cutting-edge plugin designed to supercharge ChatGPT’s capabilities by connecting it to real-time information available on the internet. This empowers the AI to provide the most current and relevant responses, transcending the constraints of its training data. Notably, VoxScript excels in delivering concise website summaries and YouTube video breakdowns, ensuring users can quickly grasp the essence of online content.

After testing the VoxScript ChatGPT Plugin, its standout capability is real-time data retrieval. This ensures users always receive the most up-to-date information, making it an indispensable tool for those seeking timely insights.

Key Features/Benefits:

  • Real-Time Data Retrieval: Always provides the most recent and relevant information from the web.
  • Time Awareness: Offers insights based on the current local and UTC time, enhancing contextual relevance.
  • Feedback Mechanism: Allows users to share their experiences, aiding in the plugin’s continuous refinement.
  • Text Content Access: Seamlessly fetches and summarizes content from popular platforms like Pastebin and Github.
  • Financial Insights: Delivers up-to-the-minute financial data related to stocks, equities, and cryptocurrencies.
  • Video Insights: Analyzes a YouTube video URL, provides video summaries, or answers specific user questions.


  • Potential Overlap: Some features might overlap with other plugins, leading to redundancy.
  • Data Limitations: There might be restrictions on the amount of real-time data that can be fetched in a given time frame.

How to Integrate and Use ChatGPT Plugins

Having issues enabling or installing plugins? Check out our comprehensive article, “How to Use ChatGPT Plugins: A Step-By-Step Guide” on PivotPoint. 

This guide is designed to assist both newcomers and experienced users of ChatGPT. Starting from the basics, it introduces the transformative capabilities of ChatGPT plugins and how they’ve revolutionized the AI chatbot landscape. It also provides a step-by-step walkthrough on how to access and install plugins. You can also access plugins by visiting Open AI’s plugins store on ChatGPT. 

The Future of ChatGPT Plugins for Finance

As we gaze into the crystal ball, one thing becomes clear: ChatGPT’s future in finance is bright, largely thanks to plugins.

In this realm of AI-enhanced financial services, we see more powerful tools that help with tasks like risk analysis and asset management. With their help, even complex concepts such as algorithmic trading can become easier for everyone.

One trend on the horizon is a rise in personalized financial advice from AI. Using sophisticated algorithms and real-time data access through plugins like PortfolioPilot, these digital advisors could give tailored recommendations based on your individual circumstances.

Beyond Numbers: Understanding Contexts

Moving forward isn’t all about number crunching; it’s about understanding contexts too. For instance, imagine an AI tool capable of scanning news articles or social media posts related to stocks you own using something similar to the Biztoc plugin.

This ability will let us gain nuanced perspectives beyond what raw figures can provide. The future of ChatGPT and financial plugins might just redefine how we perceive the world of finance.

Interoperability is Key

The ability to seamlessly integrate different tools will be a game-changer in this arena. We foresee an ecosystem where diverse plugins work together, creating synergies that enhance overall functionality.

OpenAI’s Plugin Store is not a concept from a sci-fi movie; it’s real and active today. It houses many tools that boost ChatGPT’s capabilities, showcasing what practical interoperability could look like.

Key Thought: 

Just as a skilled carpenter needs the right tools, financial pros need AI-powered helpers like ChatGPT plugins. These include PortfolioPilot and Boolio Invest for stock analysis, Daizy, and VoxScript to help you ask smarter questions about your money, and a Tax Calculator that’s like having an accountant in your pocket. But remember – these are just tools to aid in making informed decisions; they don’t replace human judgment or expertise.


The financial world is evolving, and the integration of AI tools like ChatGPT plugins is leading this change. Just as a skilled carpenter needs an array of quality tools to build a sturdy house, financial professionals need these innovative digital instruments to navigate the complex landscape of finance.

ChatGPT, backed by its various finance-focused plugins such as PortfolioPilot and Boolio Invest acts much like a Swiss Army Knife in your toolkit – versatile and efficient. They allow you to analyze global stocks comprehensively or retrieve USA stock insights swiftly from SEC filings. For more on AI Stock Trading tools check out our article Top AI Trading Software: Mastering Stock Markets in 2024.

Let’s not forget about Daizy and VoxScript either. These unique additions are helping users ask better questions and get more personalized responses when dealing with finances. The Tax Calculator plugin can be likened to having your own pocket accountant who makes sure no penny goes unaccounted for during tax season.

This revolution isn’t just limited to our computer screens but has profound implications on how we do business too. Remember when credit card machines seemed revolutionary? Now imagine walking into a meeting armed with real-time data analysis powered by OpenAI’s GPT-4 technology. It feels like wielding Excalibur.

The truth remains: adopting these new-age tools will provide an edge in the decision-making process – sharpening your understanding, enriching advisory services, transforming mundane tasks into exciting possibilities; essentially changing what it means ‘to work’ in finance today.

I encourage all financial professionals out there not to hesitate or shy away from exploring these game-changing advancements. Embrace them, learn to use them, automate tasks, and let’s together shape a future where finance is more accessible, understandable, and engaging for everyone. So go ahead – search plugins and try these awesome AI tools today.

At PivotPoint LLC, we believe in the power of AI-enhanced tools like ChatGPT. And remember: The key isn’t just about adopting new technology but understanding how to best use it within your unique context.


What is the finance plugin for ChatGPT?

The finance plugins for ChatGPT are tools that let it pull financial data, analyze markets, and offer investment advice. 

What is the best stock analysis plugin for ChatGPT?

The Daizy plugin shines in stock analysis. It extracts insights from SEC filings and Earnings Call Transcripts. You’ll definitely create an opportunity for greater success if you use this one.

What is the ChatGPT plugin for the stock market?

Boolio Invest will provide valuable insights in a comprehensive database of global stocks, making it an effective tool to navigate the stock market with ChatGPT.

Are ChatGPT plugins already available?

Absolutely. Open AI’s plugin store is where you can access ChatGPT plugins. Explore ChatGPT plugins so you can discover all the real-world applications plugins provide.

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