Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add anthropics/financial-services --skill earnings-analysisgit clone --depth 1 https://github.com/anthropics/financial-servicesWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/anthropics/financial-services/earnings-analysis)<a href="https://agentmods.dev/skills/anthropics/financial-services/earnings-analysis"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/earnings-analysis/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/anthropics/financial-services/earnings-analysis"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/earnings-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk warn
- NVIDIA SkillSpector pass
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00108 | $0.02150 |
| Opus 5.5 | $0.00043 | $0.00860 |
| Sonnet 5.5 | $0.00022 | $0.00430 |
| Haiku 4.5 | $0.00011 | $0.00215 |
Grade A, and why
earnings-analysis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
Copies of this mod
7 near-identical copies found in the catalogue:
- earnings-analysis — 100% identical, 0 lines differ
- earnings-analysis — 100% identical, 0 lines differ
- earnings-analysis — 100% identical, 0 lines differ
- earnings-analysis — 100% identical, 0 lines differ
- earnings-analysis — 100% identical, 0 lines differ
- earnings-analysis — 94% identical, 246 lines differ
- earnings-analysis-hardened — 89% identical, 11 lines differ
How it starts
The opening of the file, as written. The whole thing — 229 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Equity Research Earnings Update
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
- Length: 8-12 pages
- Word Count: 3,000-5,000 words
- Tables: 1-3 summary tables (NOT comprehensive)
- Figures: 8-12 charts
- Turnaround: 1-2 days (within 24-48 hours of earnings)
- Audience: Clients already familiar with the company
- Focus: What's NEW - beat/miss, updated estimates, thesis impact
- Font: Times New Roman throughout (unless user specifies otherwise)
When to Use
Use when the user requests:
- "Create an earnings update for [Company] Q3 2024"
- "Analyze [Company]'s quarterly results"
- "Post-earnings report for [Company]"
- "Q1/Q2/Q3/Q4 update for [Company]"
Do NOT use if:
- User requests "initiation report" → Use different skill
- User requests "flash note" or "quick take" → Different format
- Company is not already covered → Need initiation first
Critical Requirements
1. Speed & Timeliness
- Publish within 24-48 hours of earnings release
- Focus on NEW information only
- Don't rehash company background extensively
2. Beat/Miss Analysis
- Lead with whether company beat or missed estimates
- Quantify variances (e.g., "Revenue beat by $120M or 3%")
- Explain WHY results differed from expectations
3. Summary Format
- Keep tables to 1-3 (summary only, not comprehensive)
- No full P&L/Cash Flow/Balance Sheet (just key metrics)
- Assume reader has seen initiation report
4. Citations & Source Attribution ⭐⭐⭐ MANDATORY
CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
Include specific citations WITH CLICKABLE LINKS in every figure and table:
Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
[Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
[Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]
What ships with it
3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 1mo ago First seen · 229 lines · 108 tokens per session scan A 4db857c27a53
earnings-analysis is a skill published in the GitHub repository anthropics/financial-services (40,858 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 108 tokens to every session and 2,150 once invoked, about $0.0004 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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