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Cowork Equity Research Plugin

Connector Data & Analytics Usable

Writes earnings updates, initiating coverage reports, morning notes. Maintains investment theses and screens for ideas. Requires Financial Analysis core plugin.

7,275 starsApache-2.0 (commercial OK)FreeNo code needed
Fair rating — This tool is functional but has notable gaps. Review the evaluation notes below before deploying.

Automates the research note production pipeline. Maintains investment theses with automated updates.

Equity research analysts, buy-side and sell-side research teams. Requires Enterprise plan.

Claude Code Claude Cowork Claude Chat

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

How to Get It

Option 1: Claude Desktop AppOpen the Customize panel in the sidebar → browse connectors → search and add. Works in Claude Code, Claude Cowork, and Claude Chat.
Option 2: Paste into Claude CodeCopy the command below and paste it into a Claude Code conversation. Claude will run it for you.
Command
claude plugin install equity-research@financial-services-plugins

Tip: Paste this into a Claude Code conversation. Verify command matches your Claude Code version.

CostFree

Trust Signals Source Reviewed

Stars7,275Contributors7Last updated2026-04-05LicenseApache-2.0 (OK for commercial use)Known CVEsNone found

Data & Access

Data processingPrompts sent to Anthropic API. Enterprise/Team plans exclude training.

Community Pulse Growing

Discussed on Reddit

14 mentions across 1 sources

Reviewer notes

Source Reviewed review. These are observations, not a security certification.

Official Anthropic. Earnings updates, coverage reports, morning notes. Enterprise + Financial Analysis core required.

Official Anthropic tool. Highest trust level in the ecosystem.

How to evaluate tools before deploying →

Data shown here comes from public APIs and automated scanning. Reviewer notes reflect one person's experience. This is not a security certification or legal recommendation. Always evaluate tools according to your own organization's policies.

Evaluation

Ease of Use
3/5
Versatility
2/5
Reliability
4/5
Security
4/5
Overall score3.15 / 5.00 UsableEvaluatedApr 2026
Official Anthropic. Earnings updates, coverage reports, morning notes. Enterprise + Financial Analysis core required.

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