Claude for Financial Services — агенты и скиллы для финансов

★ 8.0 · financial-analysis

Claude for Financial Services is a set of plugins, agents and skills for Claude Code covering investment banking, equity research, private equity, fund administration and wealth management. Ready-made agents include Pitch Agent, which builds a pitch deck from comps and LBO; Earnings Reviewer, which reads filings and updates a model; Model Builder for DCF and LBO; GL Reconciler, which finds ledger breaks; Month-End Closer; and KYC Screener for onboarding documents. Commands include /comps, /dcf, /earnings and /ic-memo. Install with claude plugin marketplace add anthropics/financial-services, then claude plugin install financial-analysis@claude-for-financial-services and the agents you need. Data connectors such as FactSet, Morningstar and PitchBook may require a subscription or provider key. Outputs are drafts for professional review, not investment advice. Apache 2.0 license.