Earnings Reviewer
PluginAnthropic's official finance agent plugin: reads earnings call transcripts and filings, updates actuals in your coverage model, builds a variance table against consensus and drafts an earnings note, all as drafts for review. Data comes from FactSet and Daloopa MCPs, which need subscriptions.
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관련 리소스
Claude for Financial Services
PluginAnthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys.
anthropics/financial-services40.1kClaude for Financial Services
SkillAnthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review.
anthropics/financial-services40.1kcomps-analysis
SkillOfficial Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings.
anthropics/financial-services40.1kInvestment Banking
PluginAnthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended.
anthropics/financial-services40.1kValuation Reviewer
PluginAnthropic's official fund admin agent plugin: reads GP valuation packages, reviews each portfolio company's valuation against the template, calculates fund NAV, carried interest and LP distributions, and assembles LP reports for review. Connect your own portfolio data sources.
anthropics/financial-services40.1kLSEG Financial Analytics
PluginPartner plugin from the London Stock Exchange Group: with LSEG data connected, 8 commands cover bond relative value, swap curves, FX carry, option volatility, fixed income portfolios, Treasury futures basis and macro rates analysis. Needs an LSEG account and data entitlements.
anthropics/financial-services40.1k