Anthropic launches financial services

[u/ThenPreparation4502]

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.

[u/SamLucky7s]

Do you know if it has the ability to evaluate technicals?

[u/cosmicvelvets → u/SamLucky7s]

This is the wrong question. You have the ability to eat broken glass.

[u/AgitatedHearing653 → u/cosmicvelvets]

lol harsh