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fixed-income-portfolio

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

71

Quality

86%

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Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

80%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A concise, well-structured skill body with concrete tool guidance and clean output templates. The main weakness is the batch workflow's complete lack of validation/error-recovery checkpoints, which caps workflow clarity.

Suggestions

Add validation checkpoints between batch steps — e.g., after 'Price All Bonds', verify each bond returned a valid price before aggregating, and handle pricing failures explicitly.

Specify the aggregation mechanics for portfolio metrics (e.g., weight = market value / total market value) so the compute step is fully reproducible rather than implied.

Clarify benchmark handling: state what to do when no benchmark is available instead of the conditional 'when available', so the workflow has no ambiguous branches.

DimensionReasoningScore

Conciseness

Lean and efficient — names tools, the weighting rule, and output templates without explaining bonds, duration, or pricing concepts Claude already knows; every section earns its place.

5 / 5

Actionability

Names exact MCP tools, concrete parameters (comma-separated identifiers, standard shocks -200bp to +200bp), and table templates, but leaves some aggregation mechanics and benchmark framing vague ('when available').

4 / 5

Workflow Clarity

A clear 7-step sequence exists but validation checkpoints are entirely absent for batch operations (pricing all bonds, scenario sweeps), which per the rubric caps this dimension at 3.

3 / 5

Progressive Disclosure

Well-organized into Core Principles, Available MCP Tools, Tool Chaining Workflow, and Output Format sections with no nested references and no content that belongs in separate files; easy to navigate.

5 / 5

Total

17

/

20

Passed

Description

92%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong, specific description that clearly states capabilities and trigger conditions in third person with concrete domain language. Minor keyword-synonym gaps keep trigger term quality just below the top anchor.

DimensionReasoningScore

Specificity

Names four concrete actions — 'pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis' — giving comprehensive coverage comparable to the 5-anchor example.

5 / 5

Completeness

Explicitly states both what ('Review fixed income portfolios by pricing multiple bonds...') and when ('Use when reviewing bond portfolios, computing portfolio duration and DV01...') with concrete trigger phrases.

5 / 5

Trigger Term Quality

Good coverage of natural domain triggers ('reviewing bond portfolios', 'portfolio duration and DV01', 'cashflow waterfalls', 'stress testing rate scenarios'), but lacks common synonyms/variants like 'yield', 'convexity', or 'credit spreads'.

4 / 5

Distinctiveness Conflict Risk

Occupies a clear niche (fixed income portfolio analysis) with highly specialized triggers like DV01 and cashflow waterfalls, giving minimal conflict risk with other skills.

5 / 5

Total

19

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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