Over the past few months, I've been really impressed with Claude for stock research. However, I often found myself still juggling different tools to pull certain things (price charts, live information, etc.).
So I made a connector for Claude that let's you pull in real-time information--charts, financials, earnings, institutional ownership, etc.--into a consolidated report.
I've found it helpful and just wanted to share--totally free to use:
I've spent my entire career in finance as a data analyst and data and software engineer, helping analysts and portfolio managers integrate disparate data sources into their infrastructure.
Building integrations and bespoke infrastructure is typically time consuming (some investment teams don't even get off the ground), but I've been genuinely impressed with Anthropic's equity agents and their ability to abstract a lot of that away. Are they a panacea? No, but they are a step up from much of the rigid and brittle infrastructure built around the use cases they handle.
Flexreport FinanceYour own equity analyst, doing the work so you don't have to
