The Claudefinance agents

Anthropic built 10 finance agents for Claude. 3 of them are genuinely useful if you invest your own money. This guide shows you how to install them, click by click, and exactly what to type. No coding. About 15 minutes.

This is not financial advice. These agents read documents and do analysis. They do not tell you what to buy or sell, and Anthropic says the same thing in its own instructions. Anything they produce is a draft for you to check.

What you are getting

Earnings Reviewer. Every few months, companies publish their results and hold a call with investors. This agent reads all of it and tells you what changed, and whether your reason for owning the stock still holds.

Market Researcher. Tell it an industry, like banks, lithium or supermarkets. It explains how that industry makes money, who the main companies are, and how they compare.

Model Builder. It builds a proper spreadsheet on a company from its official reports, the kind analysts build, with every number traceable.

Before you start

You need the Claude desktop app and a paid Claude plan. These run in Cowork, which lives inside the desktop app, not in the Claude website or phone app.

The agents are free. Anthropic published them openly for anyone to use.

One thing so it does not confuse you later. The agents come set up to plug into professional data services used by banks and fund managers, like FactSet and Morningstar. Those cost thousands a year and you do not need them. If Claude ever asks you to connect one, skip it. Instead, you give the agent the company’s reports yourself. They are free and public, and step 4 shows you where to get them.

Step 1: Open Cowork

1. Download the Claude desktop app from claude.com and sign in.
2. At the top of the app, click the Cowork tab.

You’ll know it worked when you are looking at the Cowork screen, with a menu down the left side.

Step 2: Add Anthropic’s finance collection

This tells Claude where the finance agents live. You only do it once.

1. In the left sidebar, click Customize.
2. Click Browse plugins.
3. Click Personal.
4. Click the + button, then Add marketplace from GitHub.
5. Paste in this address and confirm:

https://github.com/anthropics/financial-services

Do not worry about the word GitHub. It is just the website where Anthropic keeps the files. You never have to open it.

You’ll know it worked when a list of finance plugins appears.

Step 3: Install the agents

From that list, install these, in this order:

1. Financial analysis first. The others lean on it.
2. Earnings Reviewer
3. Market Researcher
4. Model Builder

Click each one and install it. They switch on by themselves.

You’ll know it worked when you type a forward slash / into a Cowork chat and see a menu of finance options appear.

Step 4: Get the company’s reports

This is the step nobody tells you about, and it is what makes the whole thing work.

Search for the company’s name plus investor relations or investor centre. Every listed company has a page like this. For Australian companies, the ASX website also lists every announcement a company has made.

Download these as PDFs:

• The latest results. Look for “half year results”, “full year results” or “annual report”.
• The results presentation. The slide deck they showed investors.
• The call transcript, if they publish one. The presentation is enough without it.

Save them in one folder. Only use documents from the company or the stock exchange, never a news article or a forum summary.

Step 5: Use the Earnings Reviewer

Start a new Cowork chat. Drag your PDFs into the chat box. Then copy this, fill in the brackets and send:

Here are the latest results for [company name].

I own this stock. The reason I own it is: [one or two sentences, in your own words].

Tell me:
1. What changed since last time, in plain English.
2. Anything management said differently, or stopped saying.
3. Which parts of my reason for owning it still hold, and which parts are now weaker.
4. The 3 things to watch next time.

Only use numbers from the documents I gave you. If a number is not in there, tell me instead of guessing.

That last line is the most important one on this whole page. You never want a made up number in something you might act on.

You’ll know it worked when point 3 challenges you somewhere. If your reason comes out untouched, ask it: “What would someone who thinks this stock will fall take from these same documents?”

Step 6: Use the Market Researcher

New chat. Copy this, fill in the brackets and send:

Explain the [industry, e.g. Australian banking] industry to me. I am not a finance professional, so use plain English.

1. How do companies in this industry actually make money?
2. Who are the main listed companies, and how are they different from each other?
3. Compare them side by side on the numbers that matter most for this industry, and explain why those numbers matter.
4. What could go wrong for the whole industry?

Tell me where every number comes from. If you cannot source a number, say so.

Step 7: Use the Model Builder

Drag in the company’s annual report, then send:

Build me a spreadsheet model of [company name] from the annual report I have attached.

1. Every past number must come from the report. No estimates.
2. Put every assumption about the future in its own clearly labelled box at the top, so I can change it.
3. Add a summary page with the key results.
4. Before you start, explain in plain English the 2 assumptions that matter most, and why.

When you finish, list every assumption you made.

You get back a spreadsheet file that opens in Excel, Google Sheets or Numbers.

You’ll know it worked when you change one of the assumptions at the top, like how fast sales grow, and the numbers on the summary page change with it.

Words you will see

Earnings. The results a company reports every 6 or 12 months.

Filings. The official documents a company has to publish, like its annual report.

Thesis. Your reason for owning a stock.

DCF. A way of estimating what a company is worth from the cash it will make in future.

3-statement model. A spreadsheet that links a company’s profit, its cash, and what it owns and owes, so changing one flows through to the others.

The additional 7 agents

The 3 above are for investing your own money. The other 7 are built for people who work in finance: advisers, bankers, fund managers, bookkeepers and accountants. They install the same way as step 3. Give them real documents, and check everything before it goes anywhere.

4. Pitch Agent

Builds a pitch deck for a company end to end: comparable companies, similar past deals and a valuation. For corporate advisers and investment bankers.

Build me a pitch deck on [company name] using the documents I have attached. Include comparable companies and similar past deals, and list every source you used.

5. Meeting Prep Agent

A briefing pack before a client meeting. For financial advisers and relationship managers.

Prepare a briefing pack for my meeting with [client]. Here are my notes and their latest documents. Tell me what has changed since we last spoke and the 3 things I should raise.

6. Valuation Reviewer

Checks the valuation packs private funds send investors. For fund administrators and private equity or private credit.

Review the valuation pack I have attached. Flag anything that looks inconsistent, and list the assumptions I should question.

7. GL Reconciler

Finds where your accounts do not match up and traces back why. For bookkeepers and accountants.

Here is my general ledger and my bank statement for [month]. Find every entry that does not match, explain the likely cause of each, and list them for me to review.

8. Month-End Closer

Handles the repetitive end of month work: adjustments, carrying balances forward, and notes on why numbers moved.

Help me close [month]. Here are this month's and last month's figures. Draft the adjustments I am likely to need and a short explanation for every number that moved by more than 10%.

9. Statement Auditor

Checks investor statements before they go out. For fund administrators and fund operations teams.

Audit the investor statements I have attached before they are sent. Flag any figure that does not reconcile, and anything that looks inconsistent between statements.

10. KYC Screener

Reads new client identity and onboarding documents, checks them against your rules, and flags what is missing. For compliance and onboarding teams.

Here are the onboarding documents for a new client, and here is our checklist. Tell me what is complete, what is missing, and anything that needs a closer look.

These last 4 especially deal with real client money and legal obligations. Treat every output as a first draft for a qualified person to check, which is exactly how Anthropic designed them.

If something goes wrong

I cannot find Cowork. You are in the Claude website or the phone app. Cowork is only in the desktop app.

Browse plugins is not there. Check you are in the Cowork tab, then look for Customize in the left sidebar.

I don’t see the 3 agents by name. Install Financial analysis and Equity research. Between them you get the same earnings and modelling abilities. Type /earnings followed by the company name to start.

Claude asks me to connect FactSet or Morningstar. Skip it. Give it the PDFs instead.

A number does not match the report. Stop. Send the report again and say: “Show me the page number for every figure you used.”

It told me to buy or sell. Ignore that part. These agents are for analysis, not advice, and so is this guide.

The spreadsheet will not open properly. Ask: “Rebuild the spreadsheet with all the inputs on one tab and no links to other files.”

If you use Claude Code, skip the clicking. Run claude plugin marketplace add anthropics/financial-services in your terminal, then install the same plugins.