Fixed Income Portfolio
OfficialThis skill generates diversified fixed-income portfolios tailored to your risk tolerance and investment goals, simplifying bond investing.
Install on your platform
Showing Claude Code. One command installs this skill into any of the agents below.
- 1
Run this in your project
terminal$ npx skills add anthropics/financial-services --skill fixed-income-portfolio -a claude-code Uses the open-source
skillsCLI and needs Node.js. Add-gto install it for your user instead of this project.
What we know about this skill
Publisher
anthropics
Matched to the vendor's own GitHub organisation.
Install target
Live repository
Not pinned. Installing fetches whatever the repository holds at the time you run the command.
Automated safety checks
This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.
Declares what it does: passed
SKILL.md parses and declares a name and a description.
SKILL.md exists, its frontmatter parses, and it declares a name and a description.
No undeclared network calls: passed
Makes no network calls.
Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.
No obfuscated payloads: passed
No encoded or obfuscated payloads.
No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.
No credential access: passed
Reads no keys, tokens, keychains or credential files.
Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.
No pipe-to-shell installers: passed
No pipe-to-shell or download-and-run installers.
No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.
Pinned to a commit: passed
Scanned anthropics/financial-services-plugins at 574ed3624a.
The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.
- Commit
- 574ed3624a
- Scanned
- 1 file, 60 lines
About this skill
What it does
This skill enables AI agents to construct and manage fixed-income portfolios by analyzing bond data, calculating yields, and assessing credit risks. It supports the evaluation of various debt securities to optimize allocation strategies based on specific financial goals.
When to use it
- Building diversified bond portfolios for conservative investment strategies.
- Analyzing yield curves and comparing rates across different maturities.
- Assessing credit risk profiles for corporate or government bonds.
- Rebalancing fixed-income assets in response to changing interest rate environments.
Key capabilities
- Bond data analysis and retrieval
- Yield calculation and curve modeling
- Credit risk assessment
- Portfolio construction and optimization
- Interest rate sensitivity evaluation
Example prompts
- "Construct a diversified fixed-income portfolio with a focus on high-grade corporate bonds."
- "Analyze the current yield curve for US Treasury securities and recommend allocation strategies."
- "Evaluate the credit risk of a specific bond issue and suggest adjustments to my existing portfolio."
Tips & gotchas
Ensure you provide clear constraints regarding risk tolerance and investment horizon when requesting portfolio construction. This skill relies on accurate, up-to-date market data; verify inputs if analyzing real-time scenarios.