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Built for the Claude Code community with Claude Code by mertbuilds.com

Independent project, not affiliated with Anthropic
anthropics avatar

Fixed Income Portfolio

anthropics/financial-services
1.6k installs34.1k stars
Summary

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.

Install to Claude Code

npx -y skills add anthropics/financial-services --skill fixed-income-portfolio --agent claude-code

Installs into .claude/skills of the current project.

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Files
SKILL.md

Select a file.

Featured
CodeRabbit
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AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
MCP-ready Email SendingMCP-ready Email Sending
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Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
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Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
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Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Categories
Testing & QAGit & Pull RequestsCode Review & QualityFinance & Trading
First SeenJun 3, 2026
View on GitHub

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