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fixed-income-portfolio

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.

This skill ships only metadata — no inline instructions. See the source repo for details.

Install this skill

1

One command (all agents)

Runs the npx skills CLI which auto-detects every AI coding agent you have installed (Claude Code, Cursor, Codex, OpenCode, Windsurf, Copilot, and 51 more).

npx skills add https://github.com/anthropics/financial-services-plugins
Alternative: shorthand form
npx skills add anthropics/financial-services-plugins
2

Install to a specific agent

Pick the agent you use. The CLI writes the skill to that agent's standard skill directory.

npx skills add anthropics/financial-services-plugins --agent claude-code
npx skills add anthropics/financial-services-plugins --agent cursor
npx skills add anthropics/financial-services-plugins --agent codex
npx skills add anthropics/financial-services-plugins --agent opencode
npx skills add anthropics/financial-services-plugins --agent github-copilot
npx skills add anthropics/financial-services-plugins --agent windsurf
3

Manual install (no CLI)

Prefer to skip the CLI? Clone the repo and drop the skill folder into your agent's skills directory.

git clone https://github.com/anthropics/financial-services-plugins.git
cp -r financial-services-plugins ~/.claude/skills/

For other agents, replace ~/.claude/skills/ with their skill directory — see the full list.

4

Use it

Once installed, ask your agent to "use the fixed-income-portfolio skill" or describe what you want (e.g. "Review fixed income portfolios by pricing multiple bonds, retrieving reference d"). Most agents auto-discover the skill from its SKILL.md description — no slash command needed.

Requires: Node.js 18+ for npx skills. Skill files are MIT-style permissive by default — check the source repo for the actual license.

SKILL.md source

---
name: fixed-income-portfolio
description: Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duratio
---

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