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.

Workflow

1. Gather Portfolio Holdings

Ask the user for:

• Bond identifiers (required) — comma-separated ISINs, CUSIPs, or RICs
• Position sizes/weights (optional — if not provided, assume equal weight)
• Specific scenario to test (optional — e.g., "+100bp", defaults to standard grid)
• Valuation date (optional, defaults to today)

2. Price All Bonds