Fixed Income Portfolio

Built for portfolio managers who need to move fast on bond book analysis. Chains together pricing, reference data, cashflow projections, and scenario stress tests across your holdings, then rolls everything up into weighted portfolio metrics like duration and DV01. The workflow is rigid but sensible: price first, enrich with fundamentals, project cashflows, shock rates in both directions, repeat. Output is table heavy, which works if you're presenting to a PM or risk committee. The scenario analysis catches +/- 200bp shifts and flags which positions hurt most. Honestly most useful when you inherit a book and need to understand what you own in under an hour.