Claude CodeClaude Code started as a tool for developers, but it is becoming useful far beyond coding. For finance work, you can treat it like a small research desk running from your terminal. Drop in filings, earnings notes, spreadsheets, market data, or your own assumptions, and it can help you clean things up, compare companies, build simple models, and turn scattered information into something easier to inspect.
It will not make you a genius investor. It will not tell you what to buy. But it can remove a lot of the slow, annoying work that makes stock research feel heavier than it needs to be.
In this guide, we will connect Anthropic’s financial services tools to Claude Code and use them to build practical finance workflows. You will see how to install market research skills, generate company research reports, review earnings material, create Excel spreadsheets, and produce basic equity analysis with better prompts.
This is not financial advice. The goal is simple. Use Claude Code to organize public market information, spot what matters, and decide what deserves a closer look.
By the end of this guide, you'll be able to:
Access Claude Code from the terminal
Use the GitHub marketplace to install the plugin
Build a research system
Let's get right into it!
