# Fsi Command Review Fi Portfolio

> Use when financial-services work requires review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis.

- Skill: `changhochien/fsi-command-review-fi-portfolio` (Agent Skill)
- Install (CLI): `npx skillmds@latest add changhochien/fsi-command-review-fi-portfolio`
- Raw SKILL.md: https://api.skillmd.com/api/skills/changhochien/fsi-command-review-fi-portfolio/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: MIT
- Author: changhochien (https://skillmd.com/u/changhochien)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/changhochien/fsi-command-review-fi-portfolio

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# FSI Command: /review-fi-portfolio

## Overview
This is the Hermes profile equivalent of the original Cowork slash command `/review-fi-portfolio` from `lseg`. Invoke it explicitly with `/skill fsi-command-review-fi-portfolio` or ask in natural language for this workflow.

## When to Use
- Use when the user asks for `/review-fi-portfolio` or a review fi portfolio financial-services workflow.
- Use when the user wants the command procedure rather than a free-form answer.

## Command Procedure

# Review Fixed Income Portfolio

> This command uses LSEG bond pricing, YieldBook analytics, and yield curve tools. See [CONNECTORS.md](../CONNECTORS.md) for available tools.

Produce a consolidated fixed income portfolio risk and return report by pricing all holdings, enriching with reference data, projecting cashflows, and stress testing under rate scenarios.

See the **fixed-income-portfolio** skill for domain knowledge on portfolio analytics and scenario analysis.

## Workflow

### 1. Gather Portfolio Holdings

Ask the user for:
- Bond identifiers (required) — comma-separated ISINs, CUSIPs, or RICs
- Position sizes/weights (optional — if not provided, assume equal weight)
- Specific scenario to test (optional — e.g., "+100bp", defaults to standard grid)
- Valuation date (optional, defaults to today)

### 2. Price All Bonds

Call `bond_price` with all identifiers.

Extract per bond: clean/dirty price, yield, duration, convexity, DV01, currency.

Aggregate portfolio-level: weighted yield, weighted duration, total DV01, total market value.

### 3. Enrich with Reference Data

Call `yieldbook_bond_reference` for each bond.

Extract: security type, sector, ratings, coupon type, call features, issuer, country.

Build composition breakdowns: by sector, rating, maturity bucket, currency.

### 4. Project Cashflows

Call `yieldbook_cashflow` for each bond.

Aggregate into quarterly cashflow waterfall. Flag periods with concentrated maturities.

### 5. Run Scenario Analysis

Call `yieldbook_scenario` with rate shifts: -200bp, -100bp, -50bp, 0bp, +50bp, +100bp, +200bp.

Identify which bonds contribute most to upside and downside risk.

### 6. Curve Context

Call `interest_rate_curve` for the portfolio's primary currency.

Compute spread to curve for each bond. Assess curve environment.

### 7. Synthesize the Report

Present: portfolio summary metrics, composition breakdowns, cashflow waterfall, scenario P&L table with risk contributors, and curve exposure.

## Output Format

Lead with the portfolio summary metrics, then detail composition, cashflows, and risk analysis in sections.

## Hermes Invocation
- Explicit: `/skill fsi-command-review-fi-portfolio`
- Natural language: “Use the review-fi-portfolio command workflow for ...”

## Verification Checklist
- [ ] The command intent, inputs, and output format are confirmed.
- [ ] The output cites sources or clearly labels assumptions.
- [ ] The final artifact is marked draft / for human review when appropriate.