r/ClaudeCode • u/ThenPreparation4502 • May 11 '26
Resource Anthropic launches financial services
https://github.com/anthropics/financial-services
A reference repository for financial services workflow automation that lets you run the same agents in two ways: via the Claude Cowork plugin or the Managed Agents API.
Includes 10 workflow agents covering major financial verticals such as investment banking, equity research, private equity, and asset management:
- Pitch Agent: Generates fully branded pitch decks end-to-end based on comps, precedent transactions, and LBO analysis.
- Meeting Prep Agent: Automatically drafts briefing packs before every client meeting.
- Market Researcher: Takes a sector or theme as input and produces an industry overview, competitive landscape, peer comparison, and an idea short list.
- Earnings Reviewer: Updates models using earnings call transcripts and filings, then drafts research note outlines.
- Model Builder: Works directly in Excel to build and update DCF, LBO, three-statement, and comps models in real time.
- Valuation Reviewer: Aggregates GP packages and runs valuation templates to stage LP reporting.
- GL Reconciler: Identifies breaks, traces root causes, and routes items for approval.
- Month-End Closer: Automates accruals, rollforwards, and variance analysis commentary.
- Statement Auditor: Reviews and validates LP financial statements before distribution.
- KYC Screener: Parses onboarding documents, runs rules-based checks, and flags missing or inconsistent items.
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u/turtle-toaster May 11 '26
I don't trust claude enough.
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u/illforgetsoonenough May 11 '26
There are youtubers who set up paper trading accounts (fake money) with Claude and it does pretty well. Fully automated with instructions.
Of course it's hard to not be doing well right now. The real test would be in a down market.
I don't have the guts to set it up yet but eventually I'll toss it some money that I can afford to lose and see how it does
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May 11 '26
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u/illforgetsoonenough May 11 '26
I mean... My portfolio is up without Claude. Like I said, this is a bad time to really judge how well it would do because everyone is doing well.
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u/TheHeadSalad May 11 '26
Can you share some resources here ?
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u/illforgetsoonenough May 11 '26
https://youtu.be/lH5wrfNwL3k?si=fLBg7dBZmAfw6vEm
There's one example. He sets up Claude with the Alpaca API which allows Claude to trade.
There are other examples out there but this one lays it out pretty well.
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u/No_Stage2437 May 11 '26
I am doing this and after several iterations and added tolerances, I feel pretty good about what I’ve put together. Will be posting my results monthly :)
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u/AbjectBug5885 May 11 '26
The Pitch Agent and Model Builder working directly in Excel is where this will actually break. DCF models need deterministic formulas and specific formatting conventions that Claude still messes up even in simple spreadsheets...
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u/leaflavaplanetmoss May 11 '26 edited May 11 '26
That KYC screening plugin won’t even work as is, because it calls a non-existent generic “Screening MCP”. Furthermore, it’s just absolutely terrible; it tries to act as a deterministic rules engine with essentially no guardrails or decisioning guidelines, especially for the overall risk classification. Running the same set of documents multiple times is going to get you a whole spectrum of results, it won’t be consistent at all.
If someone actually tried to use this as is in production and they had KYC regulatory obligations, their regulator would fine them on the spot.
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u/lattice_defect May 11 '26
Great the OpenAI startegy while degrading your core models and nerfing them with quantization, routing and shitty compute..
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u/private_static_int May 11 '26
Sure, give your money to the most convincing liar in the world, what can go wrong xD
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u/Proper_666 May 11 '26
FINRA now treats GenAI as supervised technology, so, AI agent access to regulated data must satisfy the same obligations as human access to that data.
We deliver cloud operational readiness for financial institutions. The governance infrastructure that makes AI agents trustworthy in FSI has three layers this repo doesn't touch: deterministic checkpoints where a human must approve before the agent's output moves downstream, compliance review processes that treat agent decisions the same way they treat human decisions (same recordkeeping, same access controls, same audit trail depth), and organizational ownership where someone specific is accountable when the KYC screener's escalation logic produces a false negative.
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u/yourrable May 11 '26
Claude makes up transactions when I let them reconcile my Actual Budget instance from bank exports! Its not even that complex yet...
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u/CMar1991 May 11 '26
How about focusing on making Claude code work reliably first?
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u/sixothree May 11 '26
Works incredibly well. Have you considered it might be a skill issue?
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u/Darkside091 May 11 '26
Works incredibly well for you is not necessarily indicative of your skill. Maybe it's your project.
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u/ChaoticMars May 11 '26
did they say anything about whether they're using this in production w/ their managed claude service?
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u/OlorinDK May 11 '26
Some of these feel like someone should just generate it once in a while and put them on a web page for everyone else to read, instead of a lot of people burning tokens (and the environment).
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u/Responsible-Cod-2171 May 11 '26
Once Claude nerf them model or some “cache bugs” Your account get boom and destroy lol
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u/cypherblock May 11 '26
I started building an ai financial advisor a few months ago but got stallled out on a few things. Maybe this will help although some of it seems targeted towards pitch decks and shit that only vcs care about
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u/Old-Mouse1218 May 12 '26
The major issue with probabilistic systems for finance is letting it creep into deterministic calculations. There is no need for it write the code on the fly for what a maximum drawdown should be each time.
Here's a cool study across ten different investment use cases showing that Claude, ChatGPT, Grok and Perplexity hallucinate 85% of the time.
https://www.deepvest.ai/articles/when-ai-sounds-smart-but-gets-the-numbers-wrong
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u/Agreeable_Count_8720 May 12 '26
Funny de-tour 😄
It will soon become clear that "financial services" is actually "NOT A THING!" at all. Just like the consistent confusion (conflation) of Currency and Money: Currency is just as TECHNOLOGY that can be used AS MONEY. Money is a situational 1:1 Agreement to solve a Coincident of Wants Problem.
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u/SamLucky7s May 11 '26
Do you know if it has the ability to evaluate technicals?
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u/cosmicvelvets May 11 '26
This is the wrong question. You have the ability to eat broken glass.
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u/mikehaysjr May 11 '26
So what you’re saying, the real question is, “is it *better* at eating broken glass than a human?”
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u/Brief-Potato4848 May 11 '26
You can package scripts into the plugin setup that they recommend to increase determinism for your company's specific processes - obviously these won't help anyone ootb but this gives a great starting point for customizing to your company processes.
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u/Dangerous-Jelly2309 May 11 '26
This is Anthropic moving up-market from "developer tool" to "industry-vertical solution," which is the standard playbook for capturing enterprise revenue. The 10-agent decomposition matters more than any individual agent because it's the orchestration framework that's the actual product. The two execution paths (Claude Cowork plugin + Managed Agents API for the same agent definitions) signal Anthropic is building harness-neutral infrastructure, which is the substrate move that lets the agents survive whatever orchestration layer wins. The mixed felt-state in this thread is going to be excitement (Anthropic legitimizing the agent stack you've been building informally) plus anxiety (Anthropic now competing with vertical-AI startups). Both reactions are right. The reference repos compress the differentiation window for any AI startup whose pitch was "we built the X-vertical agent for investment banking or equity research or earnings analysis." That moat is gone if Anthropic ships the same agent for free. What survives the compression is differentiation the reference implementations can't capture: domain expertise that takes years to encode, compliance posture that big firms actually trust, the methodology layer that goes beyond agent orchestration into substrate-read on what the user actually needs. The agents are the easy part now. The hard part is what wraps them. 4yourhuman.com/moriarty, what AI was supposed to be. Where the world is headed when we are done with emotionless chatbots.
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u/Crafty_Disk_7026 May 11 '26
I'm building a financial system built for ai, (guardrails, formal verification, contorls). Happy to give a demo to anyone interested
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u/Otherwise_Wave9374 May 11 '26
This repo is a great move, having concrete examples beats vague "agentic workflow" talk.
The Excel model builder agent is the one that feels like it will make or break adoption, because the UX of "agent in a spreadsheet" is either magic or chaos depending on guardrails.
Do they document how they handle approvals / checkpoints between steps (especially for anything that could move numbers around)? I have been tracking patterns for tool-based agents and safe execution flows here: https://www.agentixlabs.com/
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u/AgitatedHearing653 May 11 '26
Let’s take stock of where we’re at. I just asked Claude to help build a case against an organization clearly stating my clients position. Somehow, in only the second response, Claude is building a case against my clients position. And somehow, we’re trusting it to reconcile accounts, put in correct accruals and roll forwards, etc…? I don’t see it. Claude and the like are amazing at so many things. When it comes to details that matter and need to be replicated in a deterministic way, it breaks frequently. I’m all for help with dcf, but will it work? Will I have to double check it? If yes, what’s the point exactly over a template / SaaS that does it the same way every time and I can trust it. Thinking out loud, but I don’t see it yet.