[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718DRZ9SDR23X9GGEY83PSK":3,"skill-same:01M718DRZ9SDR23X9GGEY83PSK":64},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":37,"linkOnly":38,"markdownContent":39,"markdownBody":40,"frontMatter":41,"refName":42,"commitSha":43,"skillDirectory":44,"forksCount":45,"repositoryHtmlUrl":46,"repositoryHomepageUrl":6,"ownerHtmlUrl":47,"ownerBlogUrl":48,"ownerDescription":6,"updatedAt":49,"install":50,"resources":63},"01M718DRZ9SDR23X9GGEY83PSK","fixed-income-portfolio",null,"Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fpartner-built\u002Flseg\u002Fskills\u002Ffixed-income-portfolio\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36],"portfolio","income","fixed income portfolio","stress","reference","data","scenario","rate","analyzing","stress testing","review","analysis","when","use","testing","pricing","Composition","running","2026-11-10 10:12:30",false,"---\nname: fixed-income-portfolio\ndescription: Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.\n---\n\n# Fixed Income Portfolio Analysis\n\nYou 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.\n\n## Core Principles\n\nAlways 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.\n\n## Available MCP Tools\n\n- **`bond_price`** — Price bonds. Returns clean\u002Fdirty price, yield, duration, convexity, DV01, spread. Accepts comma-separated identifiers for batch pricing.\n- **`yieldbook_bond_reference`** — Bond reference data: issuer, coupon, maturity, rating, sector, currency, call provisions.\n- **`yieldbook_cashflow`** — Cashflow projections: future coupon and principal payment schedules.\n- **`yieldbook_scenario`** — Scenario analysis: price\u002Fyield under parallel rate shifts and curve scenarios.\n- **`interest_rate_curve`** — Government yield curves. Use for spread-to-curve context and curve environment assessment.\n- **`fixed_income_risk_analytics`** — OAS, effective duration, key rate durations, convexity. Use for bonds with embedded options.\n\n## Tool Chaining Workflow\n\n1. **Price All Bonds:** Call `bond_price` for all holdings. Extract yield, duration, DV01, convexity, spread per bond.\n2. **Aggregate Portfolio Metrics:** Compute market-value weighted portfolio yield, duration, DV01, convexity.\n3. **Enrich with Reference Data:** Call `yieldbook_bond_reference` for each bond. Build sector, rating, maturity, and currency breakdowns.\n4. **Project Cashflows:** Call `yieldbook_cashflow` for the portfolio. Aggregate into a quarterly cashflow waterfall. Flag concentration periods.\n5. **Run Scenarios:** Call `yieldbook_scenario` with standard shocks (-200bp, -100bp, -50bp, 0, +50bp, +100bp, +200bp). Identify top risk contributors.\n6. **Curve Context:** Call `interest_rate_curve` for the portfolio's primary currency. Compute spread to curve for each bond.\n7. **Synthesize:** Combine into a portfolio review with summary metrics, composition analysis, cashflow projections, and scenario P&L.\n\n## Output Format\n\n### Portfolio Summary\n| Metric | Portfolio | Benchmark | Active |\n|--------|-----------|-----------|--------|\n| Market Value | ... | -- | -- |\n| Yield (YTW) | ... | ... | +\u002F-... bp |\n| Mod. Duration | ... | ... | +\u002F-... |\n| DV01 ($) | ... | ... | +\u002F-... |\n| Avg Rating | ... | ... | -- |\n\n### Composition Breakdown\nPresent sector, rating, and maturity bucket distributions as percentage tables. Flag overweights\u002Funderweights vs benchmark.\n\n### Cashflow Waterfall\n| Period | Coupon Income | Principal | Total Cash |\n|--------|--------------|-----------|-----------|\n| Q1 | ... | ... | ... |\n| Q2 | ... | ... | ... |\n\n### Scenario P&L\n| Scenario | Portfolio P&L ($) | Portfolio P&L (%) | Top Contributor | Bottom Contributor |\n|----------|-------------------|--------------------|-----------------|--------------------|\n| -100bp | ... | ... | ... | ... |\n| Base | -- | -- | -- | -- |\n| +100bp | ... | ... | ... | ... |\n| +200bp | ... | ... | ... | ... |\n","# Fixed Income Portfolio Analysis\n\nYou 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.\n\n## Core Principles\n\nAlways 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.\n\n## Available MCP Tools\n\n- **`bond_price`** — Price bonds. Returns clean\u002Fdirty price, yield, duration, convexity, DV01, spread. Accepts comma-separated identifiers for batch pricing.\n- **`yieldbook_bond_reference`** — Bond reference data: issuer, coupon, maturity, rating, sector, currency, call provisions.\n- **`yieldbook_cashflow`** — Cashflow projections: future coupon and principal payment schedules.\n- **`yieldbook_scenario`** — Scenario analysis: price\u002Fyield under parallel rate shifts and curve scenarios.\n- **`interest_rate_curve`** — Government yield curves. Use for spread-to-curve context and curve environment assessment.\n- **`fixed_income_risk_analytics`** — OAS, effective duration, key rate durations, convexity. Use for bonds with embedded options.\n\n## Tool Chaining Workflow\n\n1. **Price All Bonds:** Call `bond_price` for all holdings. Extract yield, duration, DV01, convexity, spread per bond.\n2. **Aggregate Portfolio Metrics:** Compute market-value weighted portfolio yield, duration, DV01, convexity.\n3. **Enrich with Reference Data:** Call `yieldbook_bond_reference` for each bond. Build sector, rating, maturity, and currency breakdowns.\n4. **Project Cashflows:** Call `yieldbook_cashflow` for the portfolio. Aggregate into a quarterly cashflow waterfall. Flag concentration periods.\n5. **Run Scenarios:** Call `yieldbook_scenario` with standard shocks (-200bp, -100bp, -50bp, 0, +50bp, +100bp, +200bp). Identify top risk contributors.\n6. **Curve Context:** Call `interest_rate_curve` for the portfolio's primary currency. Compute spread to curve for each bond.\n7. **Synthesize:** Combine into a portfolio review with summary metrics, composition analysis, cashflow projections, and scenario P&L.\n\n## Output Format\n\n### Portfolio Summary\n| Metric | Portfolio | Benchmark | Active |\n|--------|-----------|-----------|--------|\n| Market Value | ... | -- | -- |\n| Yield (YTW) | ... | ... | +\u002F-... bp |\n| Mod. Duration | ... | ... | +\u002F-... |\n| DV01 ($) | ... | ... | +\u002F-... |\n| Avg Rating | ... | ... | -- |\n\n### Composition Breakdown\nPresent sector, rating, and maturity bucket distributions as percentage tables. Flag overweights\u002Funderweights vs benchmark.\n\n### Cashflow Waterfall\n| Period | Coupon Income | Principal | Total Cash |\n|--------|--------------|-----------|-----------|\n| Q1 | ... | ... | ... |\n| Q2 | ... | ... | ... |\n\n### Scenario P&L\n| Scenario | Portfolio P&L ($) | Portfolio P&L (%) | Top Contributor | Bottom Contributor |\n|----------|-------------------|--------------------|-----------------|--------------------|\n| -100bp | ... | ... | ... | ... |\n| Base | -- | -- | -- | -- |\n| +100bp | ... | ... | ... | ... |\n| +200bp | ... | ... | ... | ... |\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fpartner-built\u002Flseg\u002Fskills\u002Ffixed-income-portfolio",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":51,"prompt":61,"zipAvailable":62},[52,55,58],{"tool":53,"command":54},"npx","npx skills add anthropics\u002Ffinancial-services --skill fixed-income-portfolio",{"tool":56,"command":57},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill fixed-income-portfolio",{"tool":59,"command":60},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill fixed-income-portfolio","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fpartner-built\u002Flseg\u002Fskills\u002Ffixed-income-portfolio\u002FSKILL.md",true,[],[65,90,113,134,161,179],{"skillNo":66,"name":67,"nameZh":6,"description":68,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":69,"categories":70,"keywords":71,"publishedAt":37},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[72,73,74,75,76,77,78,79,80,81,82,83,84,32,85,31,86,87,88,89],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","triggers","execution","plans","roadmap","materials","with","cost","acquisition",{"skillNo":91,"name":92,"nameZh":6,"description":93,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":94,"categories":95,"keywords":96,"publishedAt":37},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[97,98,99,100,101,102,103,104,82,105,32,31,106,30,107,108,109,110,111,112],"unit","economics","unit economics","cohort analysis","recurring","essential","for","retention","recurring revenue","saas","analyze","targets","arr","customer","revenue","cohort",{"skillNo":114,"name":115,"nameZh":6,"description":116,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":117,"categories":118,"keywords":119,"publishedAt":37},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[120,30,121,122,123,124,125,103,126,33,127,82,128,32,31,129,130,131,132,133],"returns analysis","returns","back","leverage","quick","model","sensitivity","up","exit","growth","across","deal","build","models",{"skillNo":135,"name":136,"nameZh":6,"description":137,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":138,"categories":139,"keywords":148,"publishedAt":37},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[140,145],{"categoryNo":141,"categoryName":142,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":146,"categoryName":147,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000004","电子表格",[149,150,19,151,152,153,154,155,82,32,31,29,156,107,86,157,158,75,159,160],"portfolio monitoring","monitoring","financials","PDF","xlsx","performance","company","check","packages","track","covenant","how",{"skillNo":162,"name":163,"nameZh":6,"description":164,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":165,"categories":166,"keywords":167,"publishedAt":37},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[168,169,170,77,171,103,172,127,82,173,32,174,31,30,86,175,131,176,177,178],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":180,"name":181,"nameZh":6,"description":182,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":183,"categories":184,"keywords":188,"publishedAt":37},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[185],{"categoryNo":186,"categoryName":187,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000005","邮件与沟通",[189,190,131,191,192,193,103,155,82,194,195,196,32,197,31,198,199,156,175,200],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]