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 idea-generationgit 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/idea-generation)<a href="https://agentmods.dev/skills/anthropics/financial-services/idea-generation"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/idea-generation/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/idea-generation"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/idea-generation.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 | $0.00081 | $0.00901 |
| Opus 5.5 | $0.00032 | $0.00360 |
| Sonnet 5.5 | $0.00016 | $0.00180 |
| Haiku 4.5 | $0.00008 | $0.00090 |
Grade A, and why
idea-generation 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
3 near-identical copies found in the catalogue:
- idea-generation — 100% identical, 0 lines differ
- idea-generation — 95% identical, 7 lines differ
- idea-generation — 95% identical, 7 lines differ
How it starts
The opening of the file, as written. The whole thing — 115 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Idea Generation
Workflow
Step 1: Define Search Criteria
Ask the user for parameters:
- Direction: Long ideas, short ideas, or both
- Market cap: Large, mid, small, micro
- Sector: Specific sector or cross-sector
- Style: Value, growth, quality, special situation, event-driven
- Geography: US, international, global
- Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.)
Step 2: Quantitative Screens
Run screens based on the style:
Value Screen
- P/E below sector median
- EV/EBITDA below historical average
- Free cash flow yield >5%
- Price/book below 1.5x
- Insider buying in last 90 days
- Dividend yield above market average
Growth Screen
- Revenue growth >15% YoY
- Earnings growth >20% YoY
- Revenue acceleration (growth rate increasing)
- Expanding margins
- High return on invested capital (>15%)
- Strong net retention (>110% for SaaS)
Quality Screen
- Consistent revenue growth (5+ years)
- Stable or expanding margins
- ROE >15%
- Low debt/equity
- High free cash flow conversion
- Insider ownership >5%
Short Screen
- Declining revenue or decelerating growth
- Margin compression
- Rising receivables / inventory vs. sales
- Insider selling
- Valuation premium to peers without justification
- High short interest with deteriorating fundamentals
- Accounting red flags (auditor changes, restatements)
Special Situation Screen
- Recent IPOs / SPACs with lockup expirations
- Spin-offs in last 12 months
- Companies emerging from restructuring
- Activist involvement
- Management changes at underperforming companies
Step 3: Thematic Sweep
For thematic ideas, research the theme and identify beneficiaries:
- Define the thesis (e.g., "AI infrastructure spending accelerates through 2026")
- Map the value chain — who benefits directly vs. indirectly?
- Identify pure-play vs. diversified exposure
- Assess which names are already "priced in" vs. under-appreciated
- Look for second-order beneficiaries that the market hasn't connected to the theme
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 · 115 lines · 81 tokens per session scan A e5f49f0f513f
idea-generation is a skill published in the GitHub repository anthropics/financial-services (40,858 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 81 tokens to every session and 901 once invoked, about $0.0003 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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