A step-by-step guide for financial researchers and analysts

1. Overview

Claude’s Skills feature allows you to extend its capabilities by teaching it specific workflows or institutional processes.

This guide explains how to enable, upload, and use Skills inside Claude, particularly for financial research use-cases such as:

• Extracting financial data from annual reports or filings
• Summarizing quarterly results and concalls
• Formatting company research notes in standardized templates
• Running lightweight valuation or ratio calculations

Skills are available for users on Pro, Max, Team, and Enterprise plans, and require code execution to be enabled in settings.

2. Prerequisites

Depending on your plan type, you may need admin approval or specific capability toggles to use Skills.

Enterprise Plan

• Admins must first enable Code execution, File creation, and Skills in:

  Admin Settings → Capabilities

• Once enabled, individual users can toggle on example Skills or upload their own under:

  Settings → Capabilities

Team Plan

• Skills are enabled by default at the organization level.

• Individual users can manage and upload Skills in:

  Settings → Capabilities

Pro and Max Plans