fixed-income-portfolio Skill
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition. Published by anthropics in financial-services.
Decision snapshot
Is this a fit?
Testing, Data analysis, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
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Copy skill directory
1 month ago · Apache-2.0 license
No specific cautions were detected. Review the source and requested permissions before installing.
What is fixed-income-portfolio Skill?
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition. Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Testing
- Data analysis
- Testing use cases
- Data analysis use cases
Declared skill metadata
- Source file: plugins/partner-built/lseg/skills/fixed-income-portfolio/SKILL.md
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
When to use fixed-income-portfolio Skill
- Use it for testing.
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/partner-built/lseg/skills/fixed-income-portfolio/SKILL.md
What it does
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.
Skill instructions
Fixed Income Portfolio Analysis You are an expert fixed income portfolio analyst. Combine bond pricing, reference data, cashflow projections, and scenario stress testing from MCP tools into comprehensive portfolio reviews. Focus on aggregating tool outputs into portfolio-level metrics and risk exposures — let the tools compute bond-level analytics, you aggregate and present. Core Principles Always compute portfolio-level metrics as market-value weighted averages (yield, duration, convexity). Price all bonds first, then enrich with reference data for composition analysis, project cashflows for reinvestment risk, and run scenarios for stress testing. Frame everything relative to a benchmark when available. Available MCP Tools - bondprice — Price bonds. Returns clean/dirty price, yield, duration, convexity, DV01, spread. Accepts comma-separated identifiers for batch pricing. - yieldbookbondreference — Bond reference data: issuer, coupon, maturity, rating, sector, currency, call provisions
Verified compatibility and discovery
Frequently asked questions
What is fixed-income-portfolio?
fixed-income-portfolio is a open-source AI agent skill with Copy skill directory. Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis.
Who is fixed-income-portfolio best for?
fixed-income-portfolio is best for reusing agent instructions, scripts, and references, testing workflows, data analysis workflows.
How do I install fixed-income-portfolio?
Install or run fixed-income-portfolio using Copy skill directory. Check fixed-income-portfolio for the latest setup command.
Is fixed-income-portfolio actively maintained?
fixed-income-portfolio may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
