fsi-lseg-cmd-review-fi-portfolio
Installation
SKILL.md
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)