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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.

76

Quality

93%

Does it follow best practices?

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SecuritybySnyk

Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

87%

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

The content is concise, actionable, and well-structured with specific tool chaining and output formats. The main weakness is the absence of validation/verification checkpoints in a batch workflow, which caps workflow clarity.

Suggestions

Add explicit validation checkpoints to the Tool Chaining Workflow — e.g., after pricing all bonds, verify every holding has a valid price/yield before aggregating, and flag any bonds that failed pricing before proceeding to reference enrichment.

Include a brief feedback loop for the scenario step: if scenario results reveal a single dominant risk contributor, state to re-examine that holding's reference data rather than proceeding straight to synthesis.

Replace the '...' placeholders in at least one output table (e.g., Portfolio Summary) with a small worked example so the expected output shape is unambiguous.

DimensionReasoningScore

Conciseness

Lean body with no explanation of basic fixed-income concepts and no padding; role-framing and Core Principles are dense and earn their tokens, matching the 'lean and efficient' anchor.

3 / 3

Actionability

Concrete tool names, a numbered workflow with specific shock values (-200bp to +200bp), and exact output-table columns make the guidance highly actionable; per the code-vs-instruction note, absence of inline code is not penalized for an instruction-only skill with specific guidance.

3 / 3

Workflow Clarity

The seven-step workflow is clearly sequenced, but it is a batch operation (pricing all holdings, batch reference calls) with no explicit validation or verification checkpoints, which caps workflow clarity at 2 per the batch-operations guideline.

2 / 3

Progressive Disclosure

No bundle files exist and the ~54-line single-file body is well-organized into clean sections with no monolithic text or nested references, satisfying the simple-skill allowance for progressive disclosure.

3 / 3

Total

11

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12

Passed

Description

100%

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

The description is strong across all dimensions: concrete actions, natural trigger terms, explicit use-when guidance, and a distinctive niche. Third-person voice is used correctly with no first/second-person penalty.

DimensionReasoningScore

Specificity

Names four distinct concrete actions — 'pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis' — matching the 'lists multiple specific concrete actions' anchor.

3 / 3

Completeness

Explicitly answers both 'what' (pricing, reference data, cashflows, scenario analysis) and 'when' via a clear 'Use when...' clause with multiple triggers, matching the score-3 anchor exactly.

3 / 3

Trigger Term Quality

Covers natural practitioner phrasings ('reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, assessing portfolio composition') with good variation coverage.

3 / 3

Distinctiveness Conflict Risk

Occupies a clear fixed-income/bond-portfolio niche with distinct triggers (duration and DV01, cashflow waterfalls, rate scenarios) unlikely to conflict with other skills.

3 / 3

Total

12

/

12

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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