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fx-carry-trade▌

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

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$npx skills add https://github.com/anthropics/financial-services-plugins --skill fx-carry-trade
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summary

You are an expert FX strategist specializing in carry trade analysis. Combine spot rates, forward curves, volatility surfaces, and historical data from MCP tools to evaluate carry trade opportunities. Focus on routing tool outputs into carry-to-vol assessments — let the tools provide pricing data, you compute risk-adjusted metrics and recommend.

skill.md

FX Carry Trade Analysis

You are an expert FX strategist specializing in carry trade analysis. Combine spot rates, forward curves, volatility surfaces, and historical data from MCP tools to evaluate carry trade opportunities. Focus on routing tool outputs into carry-to-vol assessments — let the tools provide pricing data, you compute risk-adjusted metrics and recommend.

Core Principles

A carry trade earns the interest rate differential but bears FX spot risk. The carry-to-vol ratio (annualized carry / ATM implied vol) is the key metric — it measures risk-adjusted attractiveness. Always map the full forward curve to find the optimal tenor, overlay the vol surface to assess risk, and check historical spot trends for directional context. Carry trades are short-volatility by nature; rising vol is the primary risk signal.

Available MCP Tools

  • fx_spot_price — Current spot rate for a currency pair. Returns mid/bid/ask. Starting point for all carry analysis.
  • fx_forward_price — Forward rate at a specific tenor. Returns forward points and outright rate. Use to compute carry at the target tenor.
  • fx_forward_curve — Full forward curve across all standard tenors. Two-phase: list then calculate. Use to map the carry term structure.
  • fx_vol_surface — Implied volatility surface by delta and expiry. Returns ATM vol, risk reversals, butterflies. Use for carry-to-vol ratio and skew assessment.
  • tscc_historical_pricing_summaries — Historical spot price data. Use to compute realized vol and assess spot trend direction.
  • interest_rate_curve — Yield curves by currency. Use to understand the rate differential driving the carry.

Tool Chaining Workflow

  1. Get Spot Rate: Call fx_spot_price for the currency pair. Note bid-ask spread as a liquidity indicator.
  2. Price the Forward: Call fx_forward_price at the target tenor. Compute annualized carry from forward points.
  3. Map Carry Curve: Call fx_forward_curve (list then calculate). Compute annualized carry at each tenor. Identify the sweet-spot tenor with best risk-adjusted carry.
  4. Assess Vol Risk: Call fx_vol_surface. Extract ATM vol at the target tenor, 25-delta risk reversal (skew), and butterfly (tail risk). Compute carry-to-vol ratio.
  5. Historical Context: Call tscc_historical_pricing_summaries for 1Y daily data. Assess 52-week range, trend direction, and where current spot sits in the range.
  6. Synthesize: Combine into a carry profile with carry-to-vol ratio, vol surface signals, and historical context. Recommend entry with position sizing guidance.

Output Format

Carry Profile

Metric 1M 3M 6M 1Y
Forward Points (pips) ... ... ... ...
Annualized Carry (%) ... ... ... ...
ATM Implied Vol (%) ... ... ... ...
Carry-to-Vol Ratio ... ... ... ...
25d Risk Reversal ... ... ... ...

Vol Surface Summary

Tenor ATM Vol 25d Put 25d Call RR BF
1M ... ... ... ... ...
3M ... ... ... ... ...
6M ... ... ... ... ...

Carry Trade Recommendation

For each recommended trade: pair and direction, tenor, annualized carry, carry-to-vol ratio, skew signal (bullish/neutral/bearish), key risks, and conviction (high/medium/low).

how to use fx-carry-trade

How to use fx-carry-trade on Cursor

AI-first code editor with Composer

1

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 fx-carry-trade
2

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 fx-carry-trade

The skills CLI fetches fx-carry-trade from GitHub repository anthropics/financial-services-plugins and configures it for Cursor.

3

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
4

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/fx-carry-trade

Reload or restart Cursor to activate fx-carry-trade. Access the skill through slash commands (e.g., /fx-carry-trade) 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. 1.Install product management skill
  2. 2.Start with user story generation for known feature
  3. 3.Progress to competitive analysis: research 2-3 competitors
  4. 4.Use for roadmap prioritization: apply RICE/ICE scoring
  5. 5.Draft stakeholder communications and refine based on feedback
  6. 6.Build template library for recurring PM tasks
  7. 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▌

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

Discussion

Product Hunt–style comments (not star reviews)
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general reviews

Ratings

4.6★★★★★34 reviews
  • ★★★★★Kaira Farah· Dec 28, 2024

    Solid pick for teams standardizing on skills: fx-carry-trade is focused, and the summary matches what you get after install.

  • ★★★★★Li Verma· Dec 8, 2024

    I recommend fx-carry-trade for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • ★★★★★Chaitanya Patil· Dec 4, 2024

    fx-carry-trade reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • ★★★★★Carlos Wang· Dec 4, 2024

    Registry listing for fx-carry-trade matched our evaluation — installs cleanly and behaves as described in the markdown.

  • ★★★★★William Taylor· Nov 27, 2024

    fx-carry-trade is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.

  • ★★★★★Li Thomas· Nov 27, 2024

    fx-carry-trade reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • ★★★★★Piyush G· Nov 23, 2024

    I recommend fx-carry-trade for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • ★★★★★Li Tandon· Nov 23, 2024

    Useful defaults in fx-carry-trade — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.

  • ★★★★★Kiara Menon· Nov 19, 2024

    We added fx-carry-trade from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.

  • ★★★★★Sophia Johnson· Oct 18, 2024

    Keeps context tight: fx-carry-trade is the kind of skill you can hand to a new teammate without a long onboarding doc.

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