Claude Finance Agents Quickstart Guide

Three institutional-grade skills, retooled for personal investing decisions

A practical guide — installation, calling patterns, and copy-paste prompts

TLDR

Step 1: Install. Go To Claude Cowork (On Desktop App) > Customize > Plugins > Press "+" > Create Plugin > Marketplace > Paste "https://github.com/anthropics/financial-services"
Step 2: Activation. Click "Personal" Pill. Then Add (1) "Earnings Reviewer", (2) "Market Researcher" and (3) "Meeting Prep Agent"
Step 3: Triggering the agent/skill. You must trigger the agent MANUALLY. Do not copy the "/market-researcher" part of the prompt below. Claude sometimes errors out - it does not understand itself :)
Step 4: Complete the prompt. Once the skill is activated (select from skills that appear when you type), then paste rest of the prompt.
Done!

Skill 1 — Competitive analysis

/market-researcher:competitive-analysis

What this does by default

Builds a 10-20 slide PowerPoint deck benchmarking a target company against its competitors on operating metrics, valuation, moats, and bull/base/bear scenarios — built for PE memos and IC presentations.

What this does for a retail investor

Produces a 2-page Word memo comparing the stocks you own (or are considering) side-by-side, so you can see whether your holdings are different bets or the same bet wearing different tickers.

Inputs needed

Your tickers and weights (or dollar amounts)
Optional: focus areas you care about (e.g. concentration risk, AI exposure, valuation outliers)

Outputs you'll get

Position summary + operating/valuation benchmarking tables
Growth-vs-margin chart with S&P 500 plotted as reference
Moat assessment per holding (Strong/Moderate/Weak across four dimensions)
Bull/base/bear scenarios with probabilities for each name
Quantified signposts — one trigger per name to revisit your thesis

Best use cases

Portfolio peer check — are my holdings different bets or the same bet?
Pre-buy peer scan — how does this stock compare to its rivals before I add it?
Sector tilt audit — am I tripled up on one theme without realizing it?

Prompt

Compare my top portfolio holdings side-by-side as a 2-page Word memo
written for a retail investor (not a PE memo or IC deck).

Holdings: [LIST YOUR TICKERS WITH WEIGHTS, e.g. 20% AAPL, 20% NVDA,
10% MSFT, 10% TSLA, 40% S&P 500 ETF]

Include:
- Position summary + operating/valuation benchmarking tables
- One growth-vs-margin chart with S&P 500 plotted as reference
- Moat assessment per holding (Strong/Moderate/Weak)
- Bull/base/bear scenarios with probabilities — analytical only, not advice
- Quantified signposts: one trigger per name to revisit my thesis

Skip industry primers, market sizing, and any "About the firm" content.
Cap at 2 pages. Flag estimates as [E].

Skill 2 — Earnings analysis

/earnings-reviewer:earnings-analysis

What this does by default

Produces an 8-12 page sell-side equity research report within 1-2 days of an earnings release with beat/miss analysis, segment breakdowns, updated forward estimates, and thesis reassessment.

What this does for a retail investor

Maps a quarter's results onto your thesis in a 2-page memo and shows you where the Street stands — consensus price target, what analysts are saying, and an investment rating you can weigh against your own view.

Inputs needed

Ticker and which quarter to analyze
Your thesis (2-3 sentences on why you own the stock and what would make you sell)

Outputs you'll get

Headline beat/miss table — revenue, EPS, key segments vs. consensus
Guidance changes — new vs. old, with the delta explained
Thesis check — point-by-point on whether the quarter confirms or breaks your reasoning
Consensus price target — high / median / low with implied upside vs. current price
What analysts are saying — recent upgrades and downgrades, key debates on the name
Investment rating (Buy / Hold / Sell) with a one-paragraph rationale
2 charts on the metrics that actually matter to your thesis
Clickable links to the 10-Q, transcript, and press release for verification

Best use cases

Post-earnings thesis check on a stock you own — cuts through day-after noise
Decide whether to buy a stock that just dropped 15% on earnings
See how your read on a name compares to where the Street is positioned

Prompt

Write a 2-page plain-English earnings update on [TICKER] for the
quarter just reported, written for me as a retail investor who owns
the stock.

My thesis for owning [TICKER]: [WRITE 2-3 SENTENCES — e.g. "I own NVDA
because data center revenue compounds at 40%+, gross margins stay
above 70%, and CUDA keeps switching costs high. I'd sell if any of
those break."]

Tell me:
- Did the headline numbers beat or miss consensus, and by how much
- What changed in guidance vs. last quarter
- Did this quarter confirm or break my specific thesis (point by point)
- Consensus price target — high / median / low, with implied upside
  vs. current price
- What analysts are saying — recent upgrades, downgrades, and the
  key debates on this name
- Investment rating (Buy / Hold / Sell) with a one-paragraph rationale
  grounded in the analysis above
- 2 charts max — only on metrics that matter to my thesis
- Clickable links to the 10-Q, transcript, and press release

Cap at 2 pages.

Skill 3 — Investment proposal

/meeting-prep-agent:investment-proposal

What this does by default

Produces a 12-15 slide pitch deck for a wealth manager presenting to a prospective client — firm philosophy, asset allocation, fee structure, and transition plan.

What this does for a retail investor

Produces a 2-page pre-buy decision document — thesis, sizing math, scenarios, and kill criteria — that forces you to write down your reasoning before clicking buy.

Inputs needed

Ticker and dollar amount you're considering
Brief portfolio context (total size, biggest existing positions)

Outputs you'll get

Why I'm buying — thesis in one paragraph
Position sizing math with concentration check (am I doubling up on existing exposure?)
Bull/base/bear price ranges with assumed multiple and earnings, 12-month horizon
Key risks specific to this name (3-5 bullets)
Kill criteria — quantified triggers that would make you sell
What to watch — earnings dates and near-term catalysts

Best use cases

Forcing a written thesis before you click buy
Sizing a concentrated position you want to add to
Pre-committing to an exit before emotions are involved

Prompt

Write me a 2-page pre-buy decision document for myself as a retail
investor — NOT a client pitch deck, NOT advisor material.

I'm considering: [TICKER and $ AMOUNT, e.g. "$20,000 into NVDA"]
My current portfolio: [BRIEF — total size + biggest positions]

Skip: "About Our Firm", team bios, fee schedules, transition plans —
none of that applies.

Include exactly these six sections:
1. Why I'm buying — thesis in one paragraph
2. Position sizing — what % this becomes of total portfolio,
   with concentration check (am I doubling up on existing exposure?)
3. Expected outcomes — bull/base/bear price ranges with assumed
   multiple and earnings, 12-month horizon
4. Key risks specific to this name (3-5 bullets)
5. Kill criteria — quantified triggers that would make me sell
   (e.g. "data center revenue growth below 25% YoY for 2 quarters")
6. What I'm watching — next earnings date, near-term catalysts

Cap at 2 pages. Analytical, not advice.