earnings-analysis

An agent skill from Anthropic's financial services collection providing DCF valuation model capabilities for equity research and investment banking, part of a reference library of agents, skills, and data connectors for financial workflows.

An agent skill from Anthropic's financial services collection providing comparable company analysis capabilities for equity research and investment banking, part of a reference library for financial workflows.

Populates 3-statement financial model templates (income statement, balance sheet, cash flow) in Excel, part of Anthropic's financial services toolkit for investment banking and equity research.

An Anthropic-maintained skill for equity research workflows that drafts analyst work product including models, memos, and research notes, deployable as a Claude Cowork plugin or via Managed Agents API.

Audits Excel financial models by tracing formulas, detecting hardcoded values, and running balance checks to identify errors before review or distribution.

Produces Excel (.xlsx) files headlessly in Claude Managed Agent mode, part of the Claude for Financial Services financial-analysis skill set. Enables automated spreadsheet generation for financial models, data exports, and reporting workflows.

An agent skill from Anthropic's financial services collection providing competitive analysis capabilities for equity research, part of a reference library covering investment banking, private equity, and wealth management workflows.

A financial services skill that produces PowerPoint (.pptx) files headlessly in Managed Agent mode, part of the Claude for Financial Services ecosystem. Works alongside deck QC, template creation, and chart refresh skills to automate pitch book and presentation workflows.

Normalizes and cleans tabular data in Excel spreadsheets for financial services workflows, part of Anthropic's Claude for Financial Services toolkit.

An agent skill from Anthropic's financial services collection providing initiating coverage report capabilities for equity research, part of a reference library covering investment banking, private equity, and wealth management workflows.