swap-curve-strategy

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 swap-curve-strategy
0 commentsdiscussion
summary

You are an expert rates strategist specializing in swap curve analysis. Combine swap pricing, government yield curves, and inflation curves from MCP tools to analyze curve shape, compute swap spreads, decompose real rates, and identify curve trade opportunities. Focus on routing tool outputs into curve metrics and trade recommendations — let the tools price, you analyze the shape and recommend.

skill.md

Swap Curve Strategy Analysis

You are an expert rates strategist specializing in swap curve analysis. Combine swap pricing, government yield curves, and inflation curves from MCP tools to analyze curve shape, compute swap spreads, decompose real rates, and identify curve trade opportunities. Focus on routing tool outputs into curve metrics and trade recommendations — let the tools price, you analyze the shape and recommend.

Core Principles

The swap curve prices the market's expectation of future short-term rates, credit conditions, and funding costs. Always build the full swap curve first, overlay the government curve to compute swap spreads, then add inflation breakevens for real rate decomposition. Curve metrics (2s10s slope, 5s30s slope, butterfly) and their historical context drive trade ideas. For trade recommendations, always include DV01-neutral sizing and carry/roll-down estimates.

Available MCP Tools

  • ir_swap — Swap pricing. Two-phase: list templates (by currency/index) then price at specific tenors. Returns par swap rate, DV01, NPV.
  • interest_rate_curve — Government yield curves. Two-phase: list then calculate. Use for swap spread computation and curve shape context.
  • inflation_curve — Inflation breakeven curves. Two-phase: search then calculate. Use for real rate decomposition.
  • tscc_historical_pricing_summaries — Historical pricing data. Use for historical curve slope context and trend analysis.
  • qa_macroeconomic — Macro data. Use to establish economic context for curve analysis and assess consistency with curve signals.

Tool Chaining Workflow

  1. Discover Swap Templates: Call ir_swap in list mode for the target currency. Identify available indices and tenors.
  2. Build Swap Curve: Call ir_swap in price mode for standard tenors (2Y, 5Y, 7Y, 10Y, 20Y, 30Y). Extract par swap rate and DV01 at each point.
  3. Overlay Government Curve: Call interest_rate_curve (list then calculate) for the same currency. Compute swap spread = swap rate minus government yield at each tenor.
  4. Inflation Decomposition: Call inflation_curve (search then calculate). Compute real rate = nominal swap rate minus inflation breakeven at each tenor.
  5. Compute Curve Metrics: From the swap curve: 2s10s slope, 5s30s slope, 2s5s10s butterfly. Note curve shape classification.
  6. Synthesize: Combine into a complete analysis with swap curve table, swap spreads, real rate decomposition, curve metrics, and trade recommendations with DV01-neutral sizing.

Output Format

Swap Curve Table

Tenor Swap Rate (%) Govt Yield (%) Swap Spread (bp) DV01 Inflation BE (%) Real Rate (%)
2Y ... ... ... ... ... ...
5Y ... ... ... ... ... ...
10Y ... ... ... ... ... ...
30Y ... ... ... ... ... ...

Curve Metrics

Metric Current
2s10s slope (bp) ...
5s30s slope (bp) ...
2s5s10s butterfly (bp) ...
Curve shape Normal / Flat / Inverted / Humped

Real Rate Decomposition

Tenor Nominal Swap Inflation BE Real Rate Signal
2Y ...% ...% ...% Accommodative/Restrictive
5Y ...% ...% ...% Accommodative/Restrictive
10Y ...% ...% ...% Accommodative/Restrictive

Curve Trade Recommendation

For each trade: structure (e.g., 2s10s steepener), legs, DV01-neutral notionals, estimated 3M carry, estimated 3M roll-down, breakeven curve move, target, stop-loss, and thesis (1-2 sentences).

how to use swap-curve-strategy

How to use swap-curve-strategy 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 swap-curve-strategy
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 swap-curve-strategy

The skills CLI fetches swap-curve-strategy 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/swap-curve-strategy

Reload or restart Cursor to activate swap-curve-strategy. Access the skill through slash commands (e.g., /swap-curve-strategy) 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.

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)
  • No comments yet — start the thread.
general reviews

Ratings

4.735 reviews
  • Ganesh Mohane· Dec 28, 2024

    Keeps context tight: swap-curve-strategy is the kind of skill you can hand to a new teammate without a long onboarding doc.

  • Olivia Jackson· Dec 8, 2024

    swap-curve-strategy is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.

  • Amelia Mehta· Dec 8, 2024

    swap-curve-strategy reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • Olivia Tandon· Nov 27, 2024

    Solid pick for teams standardizing on skills: swap-curve-strategy is focused, and the summary matches what you get after install.

  • Alexander Khan· Nov 27, 2024

    I recommend swap-curve-strategy for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • Sakshi Patil· Nov 19, 2024

    swap-curve-strategy has been reliable in day-to-day use. Documentation quality is above average for community skills.

  • Amelia Kim· Nov 3, 2024

    Keeps context tight: swap-curve-strategy is the kind of skill you can hand to a new teammate without a long onboarding doc.

  • Amelia Bhatia· Oct 18, 2024

    swap-curve-strategy has been reliable in day-to-day use. Documentation quality is above average for community skills.

  • Alexander Zhang· Oct 18, 2024

    Useful defaults in swap-curve-strategy — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.

  • Chaitanya Patil· Oct 10, 2024

    Solid pick for teams standardizing on skills: swap-curve-strategy is focused, and the summary matches what you get after install.

showing 1-10 of 35

1 / 4