AI AGENT ADDONS

A fixed income portfolio analyst uses this skill to review bond holdings. It combines bond pricing, reference data, cashflow projections, and scenario analysis into one review. You can compute important portfolio metrics like duration and DV01 to understand risk.

The skill works by first pricing all bonds in the portfolio. Then it enriches each bond with details like issuer, rating, and maturity. Next it projects future cashflows and runs stress tests with different interest rate shocks. The final output is a summary of portfolio composition, cashflow waterfall, and scenario profit and loss.

Add Fixed Income Portfolio skill to your workflow

Global

mkdir -p ~/.claude/skills/fixed-income-portfolio

Project

mkdir -p .claude/skills/fixed-income-portfolio

Source Repository

Stars
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Forks
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Watchers
32,698
License
Apache-2.0
Last Push
25 days ago
Created
4 months ago