Claude Finance Agents

Anthropic released ten ready-to-run finance agent templates for Claude. Most are built for financial-services teams, but three are especially useful to understand if you follow companies or want better research workflows: Market Researcher, Earnings Reviewer, and Model Builder. This is research support, not financial advice. Do your own checking before you touch real money.

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Start here

Finance agents marketplace
The official Anthropic GitHub repo with the plugins and cookbooks.
https://github.com/anthropics/financial-services

Anthropic announcement
The official launch post for the ten finance agent templates.
https://www.anthropic.com/news/finance-agents

Financial services guide
Anthropic's broader guide to deploying Claude across finance workflows.
https://claude.com/blog/deploying-claude-across-financial-services

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The three to know

Market Researcher
Use it to monitor stocks, sectors, news, filings, and broker research. Good for finding what changed, not for blindly deciding what to buy.

Earnings Reviewer
Use it to read an earnings call transcript and filings, then pull out guidance, management tone, risks, and thesis-relevant changes.

Model Builder
Use it to build and update valuation models from filings, data feeds, and analyst inputs. Treat every model as a draft to inspect.

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STEP 1: Open the official marketplace
Start with Anthropic's financial-services repo. It has the agent templates and the setup notes.

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STEP 2: Pick the agent for the job
Use Market Researcher for company and sector updates, Earnings Reviewer for earnings calls, and Model Builder for valuation work.

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STEP 3: Give it clean source material
Provide the tickers, holdings, transcript, filing, model, or source documents. Better inputs mean fewer weird answers.

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STEP 4: Review the output yourself
Claude can draft research, notes, and models. You still need to verify sources, assumptions, formulas, and risks.

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TIPS
• Do not paste private portfolio data unless you understand your account and workplace data rules.
• Ask for sources and assumptions every time. Finance answers without sources are just vibes in a suit.
• These agents do not replace a licensed financial adviser. They help you read and organize information faster.
• A model is only as good as its assumptions. Always stress-test the bear case.

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More free guides: https://www.kymanai.com/resources/claude-finance-agents