Anthropic

Build an Excel comparison of public companies using financial performance, valuation ratios, and statistical benchmarks. The spreadsheet includes formulas, source notes, medians, and quartiles to show how each company compares with its peers.

• Comparing public company valuations for M&A
• Benchmarking performance against industry peers
• Identifying unusually high or low valuation ratios

Prepare for one company's upcoming earnings announcement with a compact HTML report. It combines the latest earnings call, competitor comparisons, valuation measures, and recent news, with links to supporting sources and calculation details.

• Preparing a company earnings preview
• Comparing valuation with listed competitors
• Reviewing management guidance and key risks

Apply a firm's customer verification and anti-money-laundering rules to structured onboarding records. Produce risk ratings, rule-by-rule findings, missing-document lists, and review routing with supporting evidence, while leaving approval to human reviewers.

• Rating onboarding risk under firm rules
• Checking for missing or expired documents
• Recording evidence for each rule outcome

Turn current, prior-period, and budget figures into a financial variance commentary table. It identifies lines needing explanation, traces changes to underlying business activity, and adds a short narrative covering the period's largest movements.

• Preparing month-end close commentary
• Explaining actual results against budget
• Reviewing major balance-sheet movements

Build a competitive analysis presentation covering market context, company performance, strengths, and weaknesses. Compare competitors using consistent metrics, visualize their market positions, and summarize lasting advantages and structural risks for strategic or investment discussions.

• Mapping competitors and their market positions
• Comparing peer companies using shared metrics
• Preparing a strategic review presentation

Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.

• Preparing approval materials for an investment committee
• Combining due diligence findings into a deal memo
• Comparing base, upside, and downside return scenarios

Reconcile general ledger and subledger extracts for the same entity, asset class, and date. Match transactions or positions, report differences in amounts, quantities, or posting dates, and summarize likely causes alongside the matching rate.

• Running daily ledger reconciliations
• Checking ledger differences at month-end
• Finding entries recorded in only one ledger

Check investor statements against a fund's NAV pack, the records of its net asset value. Recalculate each investor's capital balance, compare statement lines, and report discrepancies with their causes before statements are distributed.

• Checking investor statements before distribution
• Tracing differences in allocated profit or loss
• Checking capital balances across reporting periods

Create an industry report covering market size, growth drivers, major competitors, and valuation levels. Organize findings into Word or PowerPoint with charts and company comparisons, plus an Excel appendix containing detailed company data.

• Preparing an industry overview for a client
• Building internal knowledge of an unfamiliar sector
• Researching an investment theme

Track upcoming events that may affect investments, including earnings, product launches, regulatory decisions, and economic releases. Create a sortable Excel calendar and weekly preview covering event importance, expectations, and potential effects on existing positions.

• Tracking earnings and announcements across selected companies
• Reviewing important investment events for the coming week
• Assessing upcoming events affecting portfolio holdings

Turn a supplied PowerPoint template into a reusable agent skill. Analyze layouts and content boundaries, bundle the template with self-contained instructions, validate it with a sample presentation, and package the skill for later presentation creation.

• Turning a company PowerPoint template into a reusable skill
• Documenting layouts and safe content areas
• Bundling a template with presentation creation instructions

Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.

• Writing a report after a quarterly earnings release
• Explaining results above or below market expectations
• Revising forecasts after new company guidance

Create stock research notes combining analyst forecasts, reported financials, price history, and economic conditions. Compare market expectations with business performance, present valuation measures, and summarize an investment case with positive scenarios, risks, and potential catalysts.

• Preparing an initial research note on a stock
• Comparing analyst forecasts with reported results
• Reviewing financial trends and stock valuation

Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.

• Preparing a company summary for equity research
• Profiling an M&A or acquisition target
• Preparing company background for a sales meeting

Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.

• Preparing quarterly investment reports for clients
• Summarizing annual returns across household accounts
• Explaining asset allocation and market developments

Prepare a one-page briefing before a company's quarterly earnings report. Gather market estimates, rank key metrics, and outline optimistic, baseline, and pessimistic scenarios, including the developments that could influence the stock's reaction.

• Preparing a briefing before quarterly earnings
• Prioritizing company-specific metrics to watch
• Comparing optimistic, baseline, and pessimistic scenarios

Create a personalized investment proposal for a prospective client, covering goals, asset allocation, projected outcomes, fees, and transition steps. Outputs include a branded PowerPoint presentation, a PDF version, and a one-page summary for follow-up.

• Preparing an investment proposal for a prospective client
• Presenting a new investment strategy
• Explaining fees and projected outcomes

Prepare an initial equity research report through five separate tasks covering company research, financial forecasts, valuation, charts, and report assembly. Outputs include research notes, an Excel financial model, chart files, and a detailed Word report.

• Researching a company’s business, competitors, and risks
• Building financial forecasts with three scenarios
• Estimating a price target using multiple valuation methods

Build a balance-sheet account schedule showing how the opening balance changes into the closing balance. Link each movement to general ledger records or supporting documents, check the arithmetic, and report any unexplained difference for close or audit work.

• Preparing balance movement schedules for month-end close
• Linking account movements to evidence for an audit
• Checking opening-to-closing balance reconciliation

Prepare spreadsheet data for analysis by finding extra spaces, inconsistent capitalization, numbers stored as text, mixed date formats, and duplicates. Review proposed fixes, apply traceable formula-based changes, and compare results before and after cleanup.

• Cleaning spreadsheet data before analysis
• Standardizing dates and text capitalization
• Finding duplicate rows and mixed data types

Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.

• Finding stocks that meet value, growth, or quality criteria
• Identifying companies that benefit from an investment theme
• Screening short candidates for business or accounting concerns

Evaluates currency trades that aim to earn interest rate differences. It combines spot and forward prices, expected volatility, and historical trends to compare potential returns against risk across holding periods and present trade recommendations.

• Comparing currency pairs for interest rate carry
• Choosing a trade tenor using forward curves
• Comparing carry returns against expected volatility

Investigate a mismatch between the general ledger and a supporting ledger by tracing both sides to their original entries. Compare transaction details and return a concise cause, responsible team, expected resolution date, and recommended action.

• Investigating a classified ledger reconciliation mismatch
• Comparing posting dates and exchange rates on both sides
• Identifying account mapping errors or duplicate transactions

Build a PowerPoint file with Python when no Office app is open. It uses python-pptx, applies a supplied firm template when available, and saves the deck locally with a path for collection by the surrounding workflow.

• Creating slides in an environment without an open Office app
• Building a deck from a supplied firm template
• Delivering model-based slides as a local file