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equity-research

equity-research — a Claude Code skill from anthropics/financial-services

Features

  • ✓Financial services workflow agents for investment banking, equity research, etc.
  • ✓Install as Claude Cowork plugin or deploy via Claude Managed Agents API
  • ✓Named agents for specific workflows like Pitch Agent, Market Researcher
  • ✓Self-contained plugins for easy installation and customization
  • ✓Vertical plugins for industry-specific skills and data connectors
  • ✓Visit the GitHub repo for detailed install instructions

Installation Guide

Cowork

In Cowork, open Settings → Plugins → Add plugin and either:

  • Paste this repo URL — https://github.com/anthropics/financial-services — then pick the agents and verticals you want from the marketplace list, or

  • Upload a zip — zip any directory under plugins/ (e.g. plugins/agent-plugins/pitch-agent/) and drop it in.

    • Claude Code

    bash
    # Add the marketplace
claude plugin marketplace add anthropics/financial-services

# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services

# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services

# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-services

    Once installed, agents appear in Cowork dispatch, skills fire automatically when relevant, and slash commands are available in your session (/comps, /dcf, /earnings, /ic-memo, …).

    Claude Managed Agents

    bash
    export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler

    Each template under [managed-agent-cookbooks/](./managed-agent-cookbooks) references the same system prompt and skills as its plugin counterpart. The deploy script resolves file references, uploads skills, creates leaf-worker subagents, and POSTs the orchestrator to /v1/agents. See [scripts/orchestrate.py](./scripts/orchestrate.py) for a reference event loop that routes handoff_request events between agents via your own orchestration layer.

    Research Preview: subagent delegation (callable_agents) is a preview capability. See per-agent READMEs for security and handoff guidance.

    Reviews