#python

Claude for Financial Services gives you AI agents and tools built for investment banking, equity research, private equity, and wealth management. You can install these as plugins in Claude Cowork or deploy them through the Claude Managed Agents API—same system, your choice of where it runs. The agents handle workflows like pitch decks, market research, earnings analysis, valuation reviews, and deal tracking. You get pre-built skills for financial modeling (comps, DCF, LBO), Excel audits, and document creation, plus connections to data providers like FactSet and Bloomberg. Everything is customizable these agents draft work for human review only—they don't make investment decisions or execute transactions.

https://github.com/anthropics/financial-services