Cowork + Managed Agents for the analysis that drives the desk.
Anthropic's financial Managed Agents run earnings analysis, KYC checks, and portfolio reporting at scale — on your desktop, in your workspace.
Announced May 2026
How Claude Cowork builds an earnings summary end-to-end — synthesizing filings, transcripts, and analyst notes.
What Cowork's financial agents do
Three workflows the desk runs every quarter, every onboarding, every Monday morning.
Earnings analysis in one brief
Synthesizes 10-K, 10-Q, conference call transcripts, and analyst notes into a single brief with the numbers and the narrative.
KYC and compliance checks
Runs identity, sanctions, and PEP screens across the systems you've connected — no more switching between three portals to clear one client.
Portfolio dashboards your team can share
Builds visualizations and reports your team can hand to PMs or clients the same morning. Updates incrementally as positions move.
How a session goes
Connect your data sources
Bloomberg, FactSet, internal CRM, KYC systems — connect them once, Cowork queries them all.
Define the question
"Brief me on Q3 for our top 20 holdings." "Run KYC on this counterparty." "Update the macro deck."
Get the deliverable
Brief, dashboard, or compliance report — ready to send, with sources you can drill into.
Try Cowork on your desk
Download Cowork and connect Anthropic's Managed Agents from workspace settings.
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Computer Use
Claude sees your screen, controls mouse and keyboard, completes real desktop tasks.
Dispatch
Text Claude from your phone, come back to finished work on your desktop.
Scheduled Tasks
Set it once — daily briefings, weekly reports. Claude handles the rest.
Code Review
Multi-agent PR analysis with cross-verification. False positive rate below 1%.
Remote Control
Continue your CLI sessions from any device. Code stays local.
Channels
Drive Claude Code from Telegram or Discord — send commands from your phone.
Managed Agents
Anthropic-built vertical agents for legal and financial work.
Legal Agents
Contract review, case research, citation checking — straight from your desktop.