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SkillsMP has collected 91 skills from JoelLewis/finance_skills. Open a skill to review its source and details.
JoelLewis/finance_skillsShowing 11 of 91 collected skills.
Analyze US Treasury securities and interest rate risk: bond pricing, yield curve construction, duration, convexity, TIPS, and forward/spot rate analysis. Use when the user asks about Treasury bonds, yield curve construction, interest rate risk, duration,…
Analyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs. Use when the user asks about MBS, ABS, CLOs, CDOs, prepayment risk, tranching, or waterfall structures. Also trigger when users mention 'mortgage…
Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about Value-at-Risk, CVaR, Expected Shortfall, scenario analysis, stress testing, or factor-based risk decomposition. Also…
Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use when the user asks about mortgage comparison, fixed vs ARM rates, loan qualification, amortization schedules, extra payments, or buying…
Decompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation vs selection effects, factor-based attribution, fixed-income attribution, or currency attribution.…
Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio performance reports, return summaries, benchmark comparison, risk dashboards, goal progress…
Assess business quality, competitive positioning, and sustainability of value creation beyond financial models. Use when the user asks about economic moats, competitive advantages, Porter's Five Forces, management quality, ESG integration, or business model…
Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable…
Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments.…
Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the…
Model, forecast, and interpret volatility using time-series models and options-implied measures. Use when the user asks about EWMA, GARCH models, implied volatility, volatility surfaces, volatility term structure, or the VIX. Also trigger when users mention…