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ViviennaMAO
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fixed-income-portfolio

Automate fixed income portfolio analysis by pricing bonds and running scenario analysis.

26|2|Updated Apr 30, 2026
Search Tags:#reference data#portfolio analysis#fixed income#scenario analysis#bond pricing
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill fixed-income-portfolio-viviennamao
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fixed-income-portfolio
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/partner-built/lseg/skills/fixed-income-portfolio
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill fixed-income-portfolio-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires bond_pricing_tool, reference_data_service, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps analyze fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis, enabling comprehensive portfolio reviews.

Core Features & Use Cases

  • Bond Pricing: Automate the pricing of bonds using MCP tools.
  • Reference Data: Access bond reference data like issuer, coupon, maturity, rating, etc.
  • Cashflow Analysis: Project cashflows and analyze reinvestment risks.
  • Scenario Analysis: Perform stress testing on bond portfolios under various rate scenarios.
  • Use Case: Utilize this Skill to compute portfolio-level metrics like yield, duration, and DV01, and assess portfolio composition and risk exposure.

Quick Start

Run the 'bond_price' tool to price all bonds in the portfolio.

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 portfolios and compute portfolio metrics?▼

To analyze fixed income portfolios, this Skill automates bond pricing, retrieves reference data, and computes portfolio metrics like yield, duration, and DV01. It enables comprehensive portfolio reviews by projecting cashflows and assessing risk exposure.

Can I run scenario analysis and stress test bond portfolios under various rate scenarios?▼

Yes, you can run scenario analysis to stress test bond portfolios under various rate scenarios. The Skill performs scenario analysis to evaluate how different interest rate environments impact portfolio composition and risk exposure.

Do I need bond pricing tools and reference data services to analyze cashflows and reinvestment risks?▼

Yes, accessing bond pricing tools and reference data services is required. These dependencies allow the Skill to automate bond pricing, retrieve issuer and rating reference data, and project cashflows to analyze reinvestment risks.

What is the best way to retrieve bond reference data like issuer, coupon, maturity, and rating?▼

The best way to retrieve bond reference data is through the integrated reference data service. The Skill automates access to issuer, coupon, maturity, and rating information to support fixed income portfolio analysis.

How do I price multiple bonds in a portfolio using MCP tools?▼

You price multiple bonds by running the 'bond_price' tool to automate bond pricing across the portfolio. This initializes the fixed income portfolio analysis workflow and computes the required valuations.

When should I not use automated fixed income portfolio analysis for stress testing?▼

You should not use automated fixed income portfolio analysis if you lack access to the required bond pricing tools and reference data services. The scenario analysis and stress testing capabilities depend entirely on these external dependencies.

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