Key Highlights:
- Claude can now automate your operations in Excel workbooks.
- Anthropic has added new connectors allowing Claude to track global investment markets in real time.
- The tool can also analyse earnings reports and break them down in a simplified format.
Anthropic is expanding Claude for financial services by introducing a new Excel plugin. You can now add your finance records in any sheet and use Claude directly in Excel to analyse, break down, and perform projects of all of your transactions and holdings. It can also fetch live information of stock markets, share price, and other information directly from the web. These features are aimed to make Claude as a standalone financial planner powered by AI.
Claude for Excel: What is it?
The Claude integration in Excel is now available as a research preview in beta. I can read, analyse, perform any mathematical operation directly in an Excel workbook. The tool works as a chatbot in the side of your screen where you can type your question as a text prompt, and Claude will perform the action as per your instructions.
It also syncs with other Microsoft 365 Office apps like Word and Powerpoint, where you can select Claude as your agent in Copilot Studio. In simple words, Claude can now automate your office documents with a simple text prompt. This is similar to the Gemini AI integration in Google Doc apps.
We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports. pic.twitter.com/KfpD0losgr
— Anthropic (@AnthropicAI) October 27, 2025
However, this feature is only available to Max, Enterprise, and Team users. Anthropic is currently running a waitlist where the company will collect feedback from the first 1000 users, before rolling out the feature widely. Interested users can sign up for the preview on the official Claude website.
Also Read: Claude Memory Now Available in Max Tier: Here’s Why You Need It
View Live Share Market Information
Anthropic is also adding new connectors in Claude which will enable the tool to get live information of stock markets around the world. You can see the live market status, track indices such as the NASDAQ, S&P500, and others, and also view live stock movement of individual companies. This data os fetched from reputed and verified sources like Morningstar, Pitchbook, and others.
The list of new connectors includes Aiera, Chronograph, Egnyte, LSEG, Moody’s, and MT Newswires. These are popular services used by brokers and retail investors to track information like company earnings, credit ratings, asset holdings, and other metrics. It can also break down earnings reports, which can be overwhelimg to understand.
Note that Claude will perform only as a analytics and statistical tool. It will not provide stock suggestions or any other investment advice.
Citi Bank and RBC Capital are already using Claude in their workflow. Both companies have appreciated the performance and stability of Claude for financial services, which helped them speed up their operations.
