skills.rest
mouseqiao85
mouseqiao85COMMUNITY
Explore all skills by this author →
GitHub

fixed-income-portfolio

Analyzes fixed income portfolios by pricing bonds, computing yield/duration/DV01, and simulating interest rate scenarios.

1|Updated Feb 1, 2026
Search Tags:#portfolio analysis#fixed income#bond pricing#interest rate risk#cashflow analysis
One-click install
npx skills add https://github.com/mouseqiao85/AI-Plat --skill fixed-income-portfolio-mouseqiao85
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fixed-income-portfolio
Source: https://github.com/mouseqiao85/AI-Plat/tree/main/agent/skills/.github_imports/financial-services/plugins/partner-built/lseg/skills/fixed-income-portfolio
Command: npx skills add https://github.com/mouseqiao85/AI-Plat --skill fixed-income-portfolio-mouseqiao85

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yieldbook, bond_price, cashflow, interest_rate_curve, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

Streamline fixed income portfolio analysis by pricing bonds, retrieving data, and running cashflow and scenario analyses.

Core Features & Use Cases

  • Bond Pricing & Reference Data: Retrieve and analyze bond pricing and reference data.
  • Cashflow Analysis: Compute portfolio-level metrics such as yield, duration, and DV01.
  • Scenario Analysis: Simulate interest rate changes for stress testing and performance evaluation.
  • Use Case: Quickly assess the impact of interest rate shifts on a fixed income portfolio.

Quick Start

Execute the fixed-income-portfolio skill to analyze the bond portfolio by running the command: 'analyze_portfolio portfolio_data.json'.

Frequently Asked Questions about fixed-income-portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze fixed income portfolio risk and calculate bond duration?▼

To analyze fixed income portfolio risk, you calculate portfolio-level metrics such as yield, duration, and DV01 using cashflow analysis. This evaluates bond pricing and exposure to interest rate shifts.

How do I run scenario analysis for stress testing a bond portfolio?▼

You can run scenario analysis for a bond portfolio by simulating interest rate changes to perform stress testing. This evaluates performance under various rate shifts using portfolio cashflow and bond pricing data.

What is the best way to compute DV01 and yield for fixed income investments?▼

The best way to compute DV01 and yield for fixed income investments is through cashflow analysis and bond pricing retrieval. This provides portfolio-level metrics to manage interest rate risk and returns efficiently.

Can I retrieve bond pricing and reference data for cashflow analysis?▼

Yes, you can retrieve bond pricing and reference data for cashflow analysis. This allows you to compute portfolio-level metrics such as yield, duration, and DV01 to manage investment risk effectively.

How do I assess the impact of interest rate shifts on a fixed income portfolio?▼

You assess the impact of interest rate shifts on a fixed income portfolio by simulating scenario changes for stress testing. This performance evaluation uses bond pricing and cashflow data to measure risk exposure.

Related Skills

Explore More Finance & Accounting Skills→
smriksmrik
1

bond-relative-value

Analyze fixed income relative value with spread decomposition and scenario stress testing.

Community
Advanced
yuping322yuping322
17

fixed-income-portfolio

Price bonds, aggregate analytics, and compute portfolio-level risk metrics.

Community
Advanced
pynbj1001pynbj1001
4

fixed-income-portfolio

Computes portfolio-wide mining metrics and integrates with third-party systems for automated extraction workflows.

Community
Advanced
rpoole-devrpoole-dev

fixed-income-portfolio

Automate fixed income portfolio analysis with bond pricing, cashflow projections, and stress testing.

Community
Advanced