How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does fixed-income-portfolio support?

fixed-income-portfolio works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is fixed-income-portfolio free to use?

Yes. fixed-income-portfolio is free to install and use. It is available from the open explainx.ai skill registry published by anthropics.

Where can I read ratings and reviews for fixed-income-portfolio?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install fixed-income-portfolio?

Run `npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio` in your terminal. You need to have run `npx skills init` once in your project first.

Productivity

fixed-income-portfolio▌

anthropics/financial-services-plugins · updated Apr 8, 2026

MDX-style export adds YAML metadata + attribution linking explainx.ai and this canonical listing URL.

$npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio

0 commentsdiscussion

summary

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.

skill.md

Fixed Income Portfolio Analysis

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

bond_price — Price bonds. Returns clean/dirty price, yield, duration, convexity, DV01, spread. Accepts comma-separated identifiers for batch pricing.
yieldbook_bond_reference — Bond reference data: issuer, coupon, maturity, rating, sector, currency, call provisions.
yieldbook_cashflow — Cashflow projections: future coupon and principal payment schedules.
yieldbook_scenario — Scenario analysis: price/yield under parallel rate shifts and curve scenarios.
interest_rate_curve — Government yield curves. Use for spread-to-curve context and curve environment assessment.
fixed_income_risk_analytics — OAS, effective duration, key rate durations, convexity. Use for bonds with embedded options.

Tool Chaining Workflow

Price All Bonds: Call bond_price for all holdings. Extract yield, duration, DV01, convexity, spread per bond.
Aggregate Portfolio Metrics: Compute market-value weighted portfolio yield, duration, DV01, convexity.
Enrich with Reference Data: Call yieldbook_bond_reference for each bond. Build sector, rating, maturity, and currency breakdowns.
Project Cashflows: Call yieldbook_cashflow for the portfolio. Aggregate into a quarterly cashflow waterfall. Flag concentration periods.
Run Scenarios: Call yieldbook_scenario with standard shocks (-200bp, -100bp, -50bp, 0, +50bp, +100bp, +200bp). Identify top risk contributors.
Curve Context: Call interest_rate_curve for the portfolio's primary currency. Compute spread to curve for each bond.
Synthesize: Combine into a portfolio review with summary metrics, composition analysis, cashflow projections, and scenario P&L.

Output Format

Portfolio Summary

Metric	Portfolio	Benchmark	Active
Market Value	...	--	--
Yield (YTW)	...	...	+/-... bp
Mod. Duration	...	...	+/-...
DV01 ($)	...	...	+/-...
Avg Rating	...	...	--

Composition Breakdown

Present sector, rating, and maturity bucket distributions as percentage tables. Flag overweights/underweights vs benchmark.

Cashflow Waterfall

Period	Coupon Income	Principal	Total Cash
Q1	...	...	...
Q2	...	...	...

Scenario P&L

Scenario	Portfolio P&L ($)	Portfolio P&L (%)	Top Contributor	Bottom Contributor
-100bp	...	...	...	...
Base	--	--	--	--
+100bp	...	...	...	...
+200bp	...	...	...	...

how to use fixed-income-portfolio

How to use fixed-income-portfolio on Cursor

AI-first code editor with Composer

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

›Cursor installed and configured on your development machine
›Node.js version 16.0+ with npm package manager (verify with node --version)
›Active project directory or workspace where you want to add fixed-income-portfolio

Execute installation command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/anthropics/financial-services-plugins --skill fixed-income-portfolio

The skills CLI fetches fixed-income-portfolio from GitHub repository anthropics/financial-services-plugins and configures it for Cursor.

Select Cursor when prompted

The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:

◆ Which agents do you want to install to?

│

│ ── Universal (.agents/skills) ── always included ────

│ • Amp

│ • Antigravity

│ • Cline

│ • Codex

│ ●Cursor(selected)

│ • Cursor

│ • Windsurf

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/fixed-income-portfolio

Reload or restart Cursor to activate fixed-income-portfolio. Access the skill through slash commands (e.g., /fixed-income-portfolio) or your agent's skill management interface.

⚠

Security & Verification Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.

Additional Resources

›View source code on GitHub ›Skills CLI documentation ›Learn more about Cursor ›What are agent skills?

List & Monetize Your Skill

Submit your Claude Code skill and start earning

GET_STARTED →

Use Cases▌

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

✓

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

✓

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

✓

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

✓

Save 3-5 hours/week on communication overhead

Implementation Guide▌

Prerequisites

›Claude Desktop or compatible AI client
›Access to product documentation and roadmap tools (Jira, Notion, etc.)
›Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
›Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Installation Steps

1.Install product management skill
2.Start with user story generation for known feature
3.Progress to competitive analysis: research 2-3 competitors
4.Use for roadmap prioritization: apply RICE/ICE scoring
5.Draft stakeholder communications and refine based on feedback
6.Build template library for recurring PM tasks
7.Share effective prompts with product team

Common Pitfalls

⚠Not validating competitive research—verify facts before sharing
⚠Accepting user stories without involving engineering team
⚠Over-relying on frameworks without qualitative judgment
⚠Not customizing outputs to company culture and communication style
⚠Skipping stakeholder validation of generated requirements

Best Practices▌

✓ Do

+Validate research and competitive analysis with real data
+Collaborate with engineering when generating technical requirements
+Customize frameworks and templates to your company context
+Use skill for first drafts, refine with stakeholder input
+Document successful prompt patterns for PM tasks
+Combine AI efficiency with human judgment and intuition

✗ Don't

−Don't publish competitive analysis without fact-checking
−Don't finalize user stories without engineering review
−Don't make prioritization decisions solely on AI scoring
−Don't skip customer validation of generated requirements
−Don't ignore company-specific context and culture

💡 Pro Tips

★Provide context: company goals, constraints, customer feedback
★Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
★Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
★Use skill for 70% generation + 30% customization to company needs

When to Use This▌

✓ Use When

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid When

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path▌

1Basic: user stories, feature specs, status updates
2Intermediate: competitive analysis, prioritization frameworks, PRDs
3Advanced: product strategy, go-to-market planning, OKR setting
4Expert: product vision, market positioning, business model innovation

Discussion

Product Hunt–style comments (not star reviews)

No comments yet — start the thread.

general reviews

Ratings

4.7★★★★★51 reviews

★★★★★Dhruvi Jain· Dec 28, 2024
We added fixed-income-portfolio from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
★★★★★Maya Bansal· Dec 28, 2024
Useful defaults in fixed-income-portfolio — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
★★★★★Oshnikdeep· Nov 19, 2024
fixed-income-portfolio fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
★★★★★Maya Menon· Nov 19, 2024
I recommend fixed-income-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
★★★★★Ganesh Mohane· Oct 10, 2024
fixed-income-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
★★★★★Anika Wang· Oct 10, 2024
fixed-income-portfolio reduced setup friction for our internal harness; good balance of opinion and flexibility.
★★★★★Rahul Santra· Sep 17, 2024
Keeps context tight: fixed-income-portfolio is the kind of skill you can hand to a new teammate without a long onboarding doc.
★★★★★Nia Taylor· Sep 17, 2024
fixed-income-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
★★★★★Harper Sethi· Sep 17, 2024
Keeps context tight: fixed-income-portfolio is the kind of skill you can hand to a new teammate without a long onboarding doc.
★★★★★Nikhil Liu· Sep 13, 2024
I recommend fixed-income-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

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