Best Claude Code skills for financial analysis, priced
The Claude Code skills for financial analysis that matter are not clever models — they are plain data calls, and the useful surprise is how little the data costs. An income statement is $0.01 per run, and the ratios, estimates, and calendar calls are in the same range, each quoted before it runs. Everything after that — the margins, the growth rates, the ranking, the written summary — is the agent working locally, which costs nothing. A full look at one company runs to a few cents, and knowing that changes how often you are willing to look.
連接你的 AgentWhat you are actually buying
Claude Code can reason about a company all day and still not know what its revenue was, because a language model is not a data source. That is the gap these calls close, and the shape of the bill follows from it: you pay for facts arriving as structured records, and you do not pay for anything the agent does with them afterwards.
| Call | Answers | Price |
|---|---|---|
| Income statement | revenue, margins, EPS, EBITDA, by year or quarter | $0.01 per run |
| Market quote | the live price and range | $0.01 per run |
| Securities search | a company name resolved to a symbol | $0.01 per run |
| Balance sheet | what the company owns and owes | quoted before the run |
| Cash flow | where the cash actually went | quoted before the run |
| Ratios | sixty-six computed figures across all three statements | quoted before the run |
| Analyst estimates | what the street expects next | quoted before the run |
| Earnings calendar | who reports when, with estimates | quoted before the run |
Eight calls, all of them cents rather than dollars. That flatness is worth noticing, because it means the cost of a question is set by how many facts it needs rather than by how hard the question is. A quick check and a deep look differ by a few cents, not by an order of magnitude — and because the agent quotes each call before running it, you see the exact number at the moment it matters rather than trusting a price printed somewhere else.
What a real look at one company costs
你這樣問
Give me three years of income statement for this company, then the current ratios record, then what analysts expect for next year.
Three priced calls, each quoted before it runs. The multi-year request is one call, not three — the period count is a parameter, so the trend costs the same as the snapshot.
That is the whole paid portion of a company review. From those three responses the agent can compute every margin, work out growth rates year over year, compare the reported figures against what was expected, and write the summary — all of it local, none of it charged. The number of derived figures you ask for does not move the bill at all.
The trend is where the value concentrates. One multi-year pull we made showed revenue more than doubling in a year and then growing another sixty-five percent, while gross margin moved only a couple of points across the whole stretch — a shape that no single year's figures would have suggested, and which cost exactly the same as asking for one year.
The flat price has one more consequence worth planning around. Because a company name costs the same to resolve as a statement costs to fetch, there is no reason to guess at a ticker: ask the securities search to resolve it and you have removed a whole class of quiet error, where a plausible-looking symbol returns somebody else's numbers. A cent is cheaper than a wrong company.
The parts that are free
Every ratio you can name
Margins, growth rates, per-share figures, and any combination of the returned line items. Division is local work, so twenty derived figures cost the same as none.
Ranking and filtering a set
Once several companies' responses are in the session, sorting them by any field and flagging outliers is ordinary work the agent does without another call.
Writing it up
The brief, the table, the CSV, the chart data — all generated from responses already paid for. The agent writes; you decide whether it is right.
Saving the evidence
Keeping the raw JSON next to the write-up costs nothing and turns next quarter's refresh into a diff rather than a re-argument.
What these calls do not do
They return filed and quoted figures. They do not form a view, they do not rank anything by attractiveness, and they carry no opinion about what any number means. An agent with these calls installed is a fast, cheap research assistant with good handwriting — the judgement stays with you, and so does the responsibility for it.
Where to start
One company and one call is enough to see the shape of it. From there, the peer comparison guide covers putting four companies on the same fields and the traps that come with it, and the compute-or-fetch comparison settles whether to derive your ratios or ask for them. The earnings brief walkthrough shows the write-up end of the same pipeline.
Set it up once
npm install --global @actionway/cli@latest
actionway init
mkdir -p "$HOME/.claude/skills"
cp -R "$HOME/.actionway/skill/actionway" "$HOME/.claude/skills/actionway"You need Node.js 20 or newer and an Actionway account. Data calls are synchronous, so answers arrive in the same reply rather than as jobs to wait on, and an empty wallet stops a call before anything is charged. Codex users copy the same folder into ~/.codex/skills/actionway instead, and the get started page lists the steps per client side by side.
常見問題
Can Claude Code do financial analysis?It can do the analysis but not the data. With the Actionway Skill installed it calls for statements, ratios, estimates, and quotes — an income statement is $0.01 per run, and every call is quoted before it runs — then computes margins, growth rates, and the write-up locally at no charge.
How much does looking at one company cost?Three calls cover a multi-year income statement, the ratios record, and analyst estimates, each quoted before it runs. Everything derived from those responses — every margin, ranking, table, and summary — is local work and free.
Is a multi-year pull more expensive than one year?No. The period count is a parameter on the same call, so three years and one year cost the same. That is why a trend is usually the better ask: the shape over time is where the information is.