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Bond portfolio review v1.0.0

Use this resource to review a bond portfolio: duration, DV01, cash flows and rate scenarios

New

  • 395 downloads
  • 245 likes
  • 227 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fixed-income-portfolio-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent prices each bond, aggregates the indicators weighted by market value, projects cash flows and runs scenarios. You get a portfolio summary, its composition and P&L by scenario.

Mostly picked by

Updated November 2, 2026

Card for the “Bond portfolio review” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: market-value weights and portfolio summary
  • SKILL.md: cash-flow waterfall and P&L by scenario

Good fit for

  • A quarterly bond portfolio review for a client
  • Measuring a portfolio's sensitivity to a rate rise

Not for

    Tags

    • bond portfolio
    • duration
    • DV01
    • scenarios

    About

    You say

    “Review the 20-bond portfolio: duration, DV01 and P&L if rates rise 50 basis points.”

    Card for the “Bond portfolio review” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to review a bond portfolio: duration, DV01, cash flows and rate scenarios
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.8 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/partner-built/lseg/skills/fixed-income-portfolio
    Licence
    Apache-2.0

    Notice

    « fixed-income-portfolio » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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