What Claude's New Finance Agents Actually Do
20+ new finance plugins. 4 are built for everyday investors. Here's the honest read on what each does and which ones to skip.
Claude's Finance Agents
Anthropic just dropped a marketplace of finance plugins. Twenty-plus tools, built for banks, hedge funds, and PE firms. Most of them aren't for you. Four of them are. Here's the honest read on which ones change the game for retail investors — and which ones to skip.
Four plugins, one job each
Of every plugin in the new financial-services marketplace, exactly four are built for you. Equity Research is the all-in-one analyst workspace. Earnings Reviewer is sharper and faster. Financial Analysis handles the math. Market Researcher zooms out across sectors. The other fifteen-plus are back-office accounting, sell-side banking, or compliance plumbing — useful if you run a fund, irrelevant if you run a portfolio.
The honest read
Most finance creators will hype every one of these plugins as a game-changer. They're not. The marketplace is genuinely incredible — but it was built for the full breadth of finance: fund administration, KYC compliance, M&A pitch decks, GP/LP fund accounting. Those workflows are essential to the industry, but they're not what retail investors do day-to-day.
What you do is hold a portfolio, follow a few stocks you care about, and try to think about them the way professional investors do. Four of these plugins are built for exactly that.
The four lit up below are the ones that matter for your portfolio. The rest are excellent — they\'re just built for jobs done inside the industry.
One technical note before we dive in. Of the four detailed below, two are agents (Earnings Reviewer, Market Researcher) — autonomous workflows you trigger and Claude runs end-to-end. The other two (Equity Research, Financial Analysis) are skill bundles — collections of slash commands you fire individually inside a chat. Functionally identical from your seat. Both get installed the same way. Don't worry about the distinction past this paragraph.
Equity Research
A complete sell-side equity research workspace. The full job a junior analyst at Goldman or Morgan Stanley does day-to-day — packaged into one plugin.
If you only install one plugin from the entire marketplace, install this one. It covers the whole research cycle — earnings updates, initiating coverage reports, sector overviews, idea screening, thesis tracking, catalyst calendars, morning notes. The same workflow stack a sell-side desk runs.
It's deep. Fifteen distinct commands, each tied to a different research task. The earnings command alone produces an eight-to-twelve page institutional-grade note from a single transcript. The coverage initiation command runs a five-task workflow that mirrors what an analyst spends a full week building before publishing a new name.
AAPL just reported. Drop the transcript into /earnings-analysis. Get back a ten-page institutional research note covering revenue mix, segment performance, guidance changes, the Services growth angle, and every risk management buried in the call. Same format you'd pay a Goldman analyst to write. Same depth. Done in three minutes.
Garbage in, garbage out. The note is only as good as the inputs you feed it — a transcript, a 10-K, a press release. Without inputs, it sits idle. It also won't tell you whether to buy AAPL. It'll tell you what changed and where the risks sit. The decision is still yours.
Read more
Earnings Calendar
The largest companies reporting between early May and 31 July 2026. When each one prints, what analysts expect, and the one or two things that actually matter. Rolling 3-month window, refreshed monthly.
Earnings Calendar - The Full Prompt
The exact prompt behind the Earnings Calendar: paste it into Claude and run it against any index, region, or watchlist of your own. Methodology baked in, universe rule, source priority order, output structure.
The Sunday-Evening Portfolio Routine
Twenty minutes. Three checks. Once a week. The disciplined weekly review buy-side desks have been running for decades, translated into 3 Claude prompts you can copy and run yourself.
Disney Q2 FY26 - What Changed on the Call (PRO)
KPI dashboard, three-paragraph structure, verbatim management quotes, and the top three risks raised on the call. Includes the exact full prompt that produced this report.