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.
Works with
AI-first code editor with Composer
Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionfixed-income-portfolioExecute the skills CLI command in your project's root directory to begin installation:
Fetches fixed-income-portfolio from anthropics/financial-services-plugins and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate fixed-income-portfolio. Access via /fixed-income-portfolio in your agent's command palette.
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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
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
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
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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.
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.
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.bond_price for all holdings. Extract yield, duration, DV01, convexity, spread per bond.yieldbook_bond_reference for each bond. Build sector, rating, maturity, and currency breakdowns.yieldbook_cashflow for the portfolio. Aggregate into a quarterly cashflow waterfall. Flag concentration periods.yieldbook_scenario with standard shocks (-200bp, -100bp, -50bp, 0, +50bp, +100bp, +200bp). Identify top risk contributors.interest_rate_curve for the portfolio's primary currency. Compute spread to curve for each bond.| Metric | Portfolio | Benchmark | Active |
|---|---|---|---|
| Market Value | ... | -- | -- |
| Yield (YTW) | ... | ... | +/-... bp |
| Mod. Duration | ... | ... | +/-... |
| DV01 ($) | ... | ... | +/-... |
| Avg Rating | ... | ... | -- |
Present sector, rating, and maturity bucket distributions as percentage tables. Flag overweights/underweights vs benchmark.
| Period | Coupon Income | Principal | Total Cash |
|---|---|---|---|
| Q1 | ... | ... | ... |
| Q2 | ... | ... | ... |
| Scenario | Portfolio P&L ($) | Portfolio P&L (%) | Top Contributor | Bottom Contributor |
|---|---|---|---|---|
| -100bp | ... | ... | ... | ... |
| Base | -- | -- | -- | -- |
| +100bp | ... | ... | ... | ... |
| +200bp | ... | ... | ... | ... |
Make data-driven prioritization decisions faster
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
Prerequisites
Time Estimate
30-60 minutes to see productivity improvements
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ 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.
mattpocock/skills
parcadei/continuous-claude-v3
cursor/plugins
ailabs-393/ai-labs-claude-skills
pproenca/dot-skills
mattpocock/skills
We added fixed-income-portfolio from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
Useful defaults in fixed-income-portfolio — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
fixed-income-portfolio fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
I recommend fixed-income-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
fixed-income-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
fixed-income-portfolio reduced setup friction for our internal harness; good balance of opinion and flexibility.
Keeps context tight: fixed-income-portfolio is the kind of skill you can hand to a new teammate without a long onboarding doc.
fixed-income-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
Keeps context tight: fixed-income-portfolio is the kind of skill you can hand to a new teammate without a long onboarding doc.
I recommend fixed-income-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
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