financial-services-plugins
Installation
Add the marketplace
/plugin marketplace add anthropics/financial-services-pluginsInstall plugins
/pluginRun these commands in Claude Code to add this plugin to your environment. The marketplace must be added before you can install its plugins.
Plugins
equity-research
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
private-equity
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
claude-in-office
Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Office add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.
wealth-management
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
lseg
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
financial-analysis
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
sp-global
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
investment-banking
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management