JoelLewis/finance_skills - Página 3

fixed-income-sovereign

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,…

Idioma do texto original: inglês

fixed-income-structured

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…

Idioma do texto original: inglês

forward-risk

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…

Idioma do texto original: inglês

lending

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…

Idioma do texto original: inglês

performance-attribution

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.…

Idioma do texto original: inglês

performance-reporting

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…

Idioma do texto original: inglês

qualitative-valuation

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…

Idioma do texto original: inglês

quantitative-valuation

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…

Idioma do texto original: inglês

real-assets

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.…

Idioma do texto original: inglês

rebalancing

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…

Idioma do texto original: inglês

volatility-modeling

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…

Idioma do texto original: inglês