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Investment analysis

Company, market and portfolio research.

Entries

• Claude for Financial Services plugins

  Anthropic's plugin marketplace of finance skills and agents — comps, DCF, LBO, three-statement models, earnings notes, IC memos — plus pre-wired connectors to paid market-data providers.

  Plugin by Anthropic Claude apps, Claude Code

  Official Reviewed — safe to install Reads your accounts

• Alpha Vantage MCP server

  Gives an agent Alpha Vantage's stock, ETF, forex, crypto, fundamentals, economic-indicator and technical-indicator data as MCP tools, hosted or run locally.

  MCP server by Alpha Vantage Claude apps, Claude Code, ChatGPT, Codex, Gemini, Cursor

  Official Reviewed — safe to install Reads your accounts

• Firecrawl workflow skills

  Sixteen outcome skills that turn web data into finished work — cited research reports, SEO audits, QA reports, lead lists and design-system extractions.

  Workflow by Firecrawl Claude Code, Codex, Cursor

  Official Reviewed — safe to install Reads your accounts

• Massive (formerly Polygon.io) MCP server

  Search and call the whole Massive.com market-data API — stocks, options, forex, crypto, futures, fundamentals, news — and run SQL over the results in a scratch in-memory table.

  MCP server by Massive Claude apps, Claude Code, Any agent

  Official Reviewed — safe to install Reads your accounts

• Public Equity Investing (OpenAI plugin)

  OpenAI's plugin of 23 skills for listed-company research. It builds earnings previews, DCF and three-statement models, comps, catalyst calendars, long/short pitches and investment memos.

  Plugin by OpenAI Codex, ChatGPT

  Official Reviewed — safe to install Runs on your machine

• SEC EDGAR MCP

  Look up US public-company filings, XBRL financial statements and insider (Form 3/4/5) trades from SEC EDGAR, with a filing URL on every answer.

  MCP server by Stefano Amorelli Claude apps, Claude Code, Cursor, Any agent

  Vetted Reviewed — safe to install Reads your accounts

• Outside-view scenario forecast prompt

  A prompt that makes the model start from a base rate of similar past cases, then adjust for specifics and lay out base, upside and downside scenarios with explicit probabilities.

  Prompt by skills.andrewb-c.com Any agent

  Unreviewed Review pending Guidance only

Curated by Andrew Borden-Chisholm. Notes on building with these tools are on the blog.