Turn Claude Code Into Your Personal Wall Street Analyst

In this guide, you will learn how to add Anthropic's financial-services plugin marketplace to Claude Code, install market research skills, and use them to create market research reports, equity analysis, earnings reviews, and Excel spreadsheets from your own prompts.

This is not financial advice. The useful version of this workflow is a research assistant that organizes public market information, creates structured reports, and helps you decide what to inspect next.

• Investors and market watchers who want a faster first pass on companies, sectors, earnings, and macro themes
• Founders and operators who need lightweight market research without building every spreadsheet by hand
• Analysts and consultants who want Claude Code to generate structured research files they can review, clean up, and reuse

You will set up Claude Code with Anthropic's financial-services marketplace, then install finance-focused skills like:

• market-researcher
• earnings-reviewer
• equity-research
• financial-analysis

Once those are installed, Claude Code can help you create market research briefs, equity research reports, earnings reviews, comparable company analysis, and Excel spreadsheets.

The bigger idea is simple: instead of asking Claude for a generic market summary, you give it specialized finance skills that know how to structure the work.

• Claude Code installed and available from your terminal
• This GitHub marketplace URL:

https://github.com/anthropics/financial-services

• A market research task, ticker list, sector, or company you want to analyze
• Optional: Microsoft Excel is nice to have but you can import the reports into Google Sheets too
• Optional: Claude desktop app access if you want to use these skills from the app or set up routines

Disclaimer: This is not financial advice. Use a sample watchlist or public company list while testing. Do not connect a brokerage account or expose sensitive holdings.

Once the basic setup works, build a small research system around it.

Create one saved prompt for each repeatable job:

• daily market brief
• weekly earnings scanner
• sector comparison
• company deep dive
• comparable company spreadsheet
• earnings call review

Keep the prompts strict. Ask for sources, confidence labels, and a final section of questions to verify. The goal is not to let Claude make decisions for you. The goal is to make the first research pass faster, more structured, and easier to audit.

Used well, this turns Claude Code into a personal Wall Street analyst: it gathers context, builds the spreadsheet, drafts the memo, and tells you what still needs a human check.