fsi-command-review-fi-portfolio
Installation
SKILL.md
FSI Command: /review-fi-portfolio
Overview
This is the Hermes profile equivalent of the original Cowork slash command /review-fi-portfolio from lseg. Invoke it explicitly with /skill fsi-command-review-fi-portfolio or ask in natural language for this workflow.
When to Use
- Use when the user asks for
/review-fi-portfolioor a review fi portfolio financial-services workflow. - Use when the user wants the command procedure rather than a free-form answer.
Command Procedure
Review Fixed Income Portfolio
This command uses LSEG bond pricing, YieldBook analytics, and yield curve tools. See CONNECTORS.md for available tools.
Produce a consolidated fixed income portfolio risk and return report by pricing all holdings, enriching with reference data, projecting cashflows, and stress testing under rate scenarios.
See the fixed-income-portfolio skill for domain knowledge on portfolio analytics and scenario analysis.