> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# /review-fi-portfolio

> Review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis

## What is Fixed Income Portfolio Review?

A fixed income portfolio is a collection of bonds -- government securities, corporate bonds, mortgage-backed securities, and other debt instruments -- managed together to achieve specific objectives (income generation, capital preservation, liability matching, or total return). Portfolio review involves pricing all holdings, computing aggregate risk metrics, projecting future cash flows, and stress-testing the portfolio under different interest rate scenarios.

Unlike equity portfolios where performance is primarily driven by stock selection, fixed income portfolios are dominated by **duration** (sensitivity to interest rate changes) and **credit quality**. A portfolio review must assess both: how much will the portfolio gain or lose if rates move, and is the portfolio taking appropriate credit risk for its yield pickup?

## Command

```bash theme={null}
/review-fi-portfolio <ISIN1,ISIN2,...> [scenario e.g. +100bp]
```

Produces a consolidated risk and return report by pricing all holdings, enriching with reference data, projecting cashflows, and stress testing.

## Workflow

<Steps>
  <Step title="Price All Bonds">Calls `bond_price` for all identifiers. Computes portfolio-level weighted yield, duration, and DV01.</Step>
  <Step title="Enrich with Reference Data">Calls `yieldbook_bond_reference` for each bond to build composition breakdowns by sector, rating, and maturity.</Step>
  <Step title="Project Cashflows">Calls `yieldbook_cashflow` for each bond. Aggregates into quarterly cashflow waterfall.</Step>
  <Step title="Run Scenarios">Calls `yieldbook_scenario` with rate shifts (-200bp to +200bp). Identifies top risk contributors.</Step>
  <Step title="Curve Context">Calls `interest_rate_curve` to compute spread-to-curve for each bond.</Step>
  <Step title="Synthesize">Presents portfolio summary metrics, composition breakdowns, cashflow waterfall, and scenario P\&L.</Step>
</Steps>

## Output

Lead with portfolio summary metrics (yield, duration, DV01). Follow with composition, cashflows, and risk analysis.

## Related Skill

See the [Fixed Income Portfolio skill](/en/partner-built/lseg/skills/fixed-income-portfolio) for domain knowledge on portfolio analytics and scenario analysis.