Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.
git clone --depth 1 https://github.com/anthropics/financial-servicesnpx agentmods add commands/anthropics/financial-services/review-fi-portfolioWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/commands/anthropics/financial-services/review-fi-portfolio)<a href="https://agentmods.dev/commands/anthropics/financial-services/review-fi-portfolio"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/review-fi-portfolio/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/commands/anthropics/financial-services/review-fi-portfolio"><img src="https://agentmods.dev/badge/commands/anthropics/financial-services/review-fi-portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00017 | $0.00514 |
| Opus 5 | $0.00009 | $0.00257 |
| Sonnet 5 | $0.00003 | $0.00103 |
| Haiku 4.5 | $0.00002 | $0.00051 |
Grade A, and why
review-fi-portfolio scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
Copies of this mod
1 near-identical copy found in the catalogue:
- review-fi-portfolio — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 65 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Review Fixed Income Portfolio
This command uses LSEG bond pricing, YieldBook analytics, and yield curve tools. See 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
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- today First seen · 65 lines · 17 tokens per session scan A 3da6d5591ea5
review-fi-portfolio is a command published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 17 tokens to every session and 514 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-12.
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scan
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audit
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Orientation — say where an opportunity or assignment sits in the five-step FinOps lifecycle and what unlocks next. Useful when a record has no active stage: an opportunity while its assignments do the work, an assignment whose plan has not been approved yet, or a rejected or archived assignment. Read-only; mutates…