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Investment Research apps and integrations
Investment Research apps bring real-time and historical market data, company fundamentals, earnings, filings, pricing, and portfolio information into AI conversations. Compare coverage across stocks, funds, options, crypto, and other assets, plus available market and technical analysis, portfolio access, and whether an app supports research-only or trading workflows.
48 apps
Top investment research apps
Open full directory →Developer Tools
Alchemy
By Alchemy Insights Inc.
Create and manage Alchemy apps, configure allowlists, and query onchain data across 100+ Alchemy-supported chains directly in ChatGPT.
Tools: 159
Finance
StockFit
StockFit offers structured fundamental data directly based on SEC filings for all US Stocks/ETFs/Mutual Funds.
Tools: 90 · Prompts: 0
2026-05-19Finance
ForInvest
By ForInvest Yazılım ve Teknoloji Hizmetleri A.Ş.
Forinvest MCP: Real-Time Market Intelligence & Trading Integration Connect your AI assistant directly to the heartbeat of global financial markets. The Forinvest MCP (Model Context Protocol) app transforms ChatGPT into a powerful financial agent, providing secure, low-latency access to: Live Market Data: Instant access to BIST, VIOP, global indices, commodities, and crypto prices. Advanced Analytics: Professional-grade technical analysis tools and financial indicators at your fingertips. Smart Portfolio Insights: Seamlessly retrieve and analyze portfolio data with institutional precision. Seamless Connectivity: Built on the MCP standard for secure, bidirectional communication between ChatGPT and Forinvest's robust financial infrastructure. Whether you're tracking real-time price movements or seeking deep market analysis, Forinvest MCP provides the reliable data layer needed for informed decision-making. We provide a next-generation financial ecosystem, offering real-time Borsa Istanbul (BIST) data, AI-driven stock analysis, and comprehensive financial tools. Our platform streamlines investment processes by integrating deep-dive balance sheet metrics, brokerage expectations, and instant access to public disclosure (KAP) documents. Data collected: ForInvest account credentials (for OAuth authentication), symbol codes and date ranges you query, and session identifiers. Tool inputs and outputs are not stored beyond the active session. Financial data returned by tools is sent back to ChatGPT for display. No personal data is sold or used for advertising. Privacy Policy: https://mcp.forinvest.com/privacy.html
Tools: 59 · Prompts: 1
Phenomen Stocks IL
Phenomen tools for Israeli equities. Access end-of-day trading data through interactive widgets — view market-wide data, track individual symbols, monitor your portfolio positions, and manage watchlists. Includes common technical indicators (RSI, MACD, moving averages, volatility envelopes), candlestick charts, sector heatmaps, sentiment indicators, and intraday trading data.
Tools: 57
Finance
Rallies
By Rallies
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 filings, options flow, technicals, analyst actions, insider 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 portfolio Work from live charts with indicators (RSI, MACD, 20/50 MA) Analyze earnings history, estimates, and surprises Screen by price action, fundamentals, or technical setups Review options flow, darkpool prints, short interest, insider and politician trades Track your net worth and holdings across connected accounts Follow AI Arena, where frontier models run live portfolios in public with transparent reasoning Rallies is a research tool and does not execute trades.
Tools: 48
Finance
BlockchainQuery
By BlockchainQuery
BlockchainQuery gives Claude real-time access to blockchain data across 60+ networks through Pocket Network's decentralized RPC gateway. Query balances, transactions, blocks, smart contracts, token metadata, staking positions, governance proposals, and domain resolution — all without API keys or authentication. Supported protocols: EVM (Ethereum, Arbitrum, Base, Polygon, Optimism, and 35+ more), Solana, Cosmos (Osmosis, Pocket, Akash, and 10+ more), Sui, Near, and Tron. Provided as a free public good by the Pocket Network Foundation.
Tools: 37 · Prompts: 0
2026-03-31Finance
Finhay
By Finhay Securities Joint Stock Company
Access Vietnam's financial markets through Finhay Securities' infrastructure. Get stock prices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for investors who want to research, analyze, and act on Vietnam's market. All through conversation.
Tools: 37
Finance
Options Analysis Suite
By Options Analysis Suite, LLC
Options Analysis Suite lets users research options markets and review their synced analysis data in ChatGPT. It supports implied volatility, Greeks, options chains, gamma exposure and regime analysis, FINRA and SEC market-structure data, company fundamentals, pricing-analysis history, FFT scanner results, AI Compute Suite runs, and portfolio and risk snapshots. All tools are read-only and return analyst-oriented summaries for research workflows.
Tools: 32
Finance
Shinhan Securities Assistant
By Shinhan Securities Vietnam
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.
Tools: 29 · Prompts: 4
Financial-Services
Interactive Brokers (IBKR)
By Interactive Brokers
Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.
Tools: 27
Financial-Services
MSCI
By MSCI Inc
The MSCI Connector provides access to an expanding range of MSCI AI-enabled data and analytics capabilities. Based on entitlements users can investigate index performance characteristics such as country, sector and factor exposures, constituent weights and methodologies and explore private assets market trends, performance benchmarking and holdings and risk factors. Clients can also analyze portfolio risk analytics and factor exposures and explore and assess companies on key sustainability and climate (S&C) metrics including ESG Ratings, controversies, business involvement screening, and emissions. The connector is designed for investment professionals who require transparent, methodology-aligned data to support portfolio construction, risk analysis, attribution, exposure analysis, sustainability and climate analysis and private assets research.
Tools: 0 · Prompts: 3
2026-04-15Finance
Co-Invest
By Liquid
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 Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more connected way to navigate Liquid markets.
Tools: 25 · Prompts: 1
Finance
Kova
By Gigantes Research LLC
Kova gives ChatGPT a persistent home for a user's investment strategy. Users save their investment rules once, then ask ChatGPT to review a portfolio against the same plan whenever they need a check-in. Kova returns repeatable briefs with an alignment score, portfolio drift, strategy-rule checks when configured, and changes that would restore alignment. It keeps the user's plan anchored across sessions, so each review starts from the saved investment standard instead of a blank chat. Kova does not place trades, manage assets, provide financial advice, or predict markets.
Tools: 23
Financial-Services
LSEG
By LSEG Engineering
The LSEG Connector provides real-time access to LSEG's comprehensive financial market data ecosystem, spanning across asset classes and domains. It enables seamless integration of institutional-grade market data, analytics, and valuation tools directly into conversational AI workflows, allowing users to access deep market insights, perform complex calculations, and analyze financial instruments through natural language interactions.
Tools: 0 · Prompts: 4
2026-03-12Finance
Cryptoworth
By Cryptoworth Inc.
Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshots, DeFi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.
Tools: 20 · Prompts: 3
Finance
LONA Trading Assistant
By Mindsight Ventures SL
LONA Trading Assistant helps you develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from supported exchanges, write Python-based trading strategies, and run comprehensive backtests to see how your strategies would have performed historically. View detailed performance reports with interactive charts showing entry/exit points, returns, and risk metrics.
Tools: 19 · Prompts: 4
2026-02-19Finance
RealOpen
By RealOpen Group, Inc.
RealOpen is the crypto real estate assistant for buyers, agents, and affiliates. Learn how crypto-funded home purchases work, verify wallet ownership, generate Proof of Funds letters, and access approved RealOpen resources — all within ChatGPT.
Tools: 19 · Prompts: 3
Finance
Vantixs
By https://vantixs.com
Vantixs is a visual algorithmic trading platform for building, validating, and testing strategy pipelines. The ChatGPT app connects to the Vantixs MCP server so users can inspect node schemas, validate pipeline JSON, browse templates, review saved strategies, run backtests, and monitor portfolios from natural-language conversations. Trading-related actions are protected by OAuth and explicit confirmation flows.
Tools: 14 · Prompts: 3
Finance
Chronograph GP
By Chronograph
Chronograph GP provides portfolio monitoring, valuations, and analytics solutions for private capital investors. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private markets portfolio using natural language. Chronograph provides two separate Apps for different client user types: Chronograph GP for General Partner users and Chronograph LP for Limited Partner users.
Tools: 11
Finance
Scorechain
By Scorechain S.A.
Scorechain helps analysts screen blockchain addresses, retrieve blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.
Tools: 11
Finance
Gainium
By Gainium LLC
Gainium helps users inspect their trading bot workspace from ChatGPT through a read-only connector. Users can list and review bots, deals, account balances, connected exchanges, strategy schemas, market screener data, curated presets, and existing backtest request information without creating bots, starting deals, placing trades, or changing account state.
Tools: 9
Finance
CoinGecko
By Gecko Labs PTE LTD
View top cryptocurrency prices live, crypto charts, market cap, and trading volume. Discover today’s trending coins, top crypto gainers and losers in the market such as Bitcoin, Ethereum, Solana, BNB, Hyperliquid, and more. You can also compare them side by side in a table.
Tools: 8 · Prompts: 3
Finance
Parqet
By Parqet Fintech GmbH
Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data.
Tools: 8 · Prompts: 1
2026-04-30Business & Operations
Hebbia
By Hebbia Inc.
Bring Hebbia's institutional intelligence into ChatGPT and Codex. The Hebbia MCP server lets you tap into your firm's knowledge and premium public to make better decisions on deals and investments and run financial workflows from research to reports, slides, and financial models.
Tools: 6 · Prompts: 3
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