FAQ

Everything we get asked. Answered honestly.

25 questions across product, data, pricing, account, and compliance. Search or filter to find yours.

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  • Two things, in one product. (1) Sherpa Signals show you where institutional money is moving — into and out of specific bonds, sectors, and tenors. (2) Your preference curve learns what you care about and surfaces bonds that match (and ones that match the shape but offer better terms). The bond detail page is where both streams render together.

  • Credit PMs, family offices, hedge-fund credit traders, sell-side strategists, and serious individual investors. Anyone who looks at bonds and wants to see what institutional positioning is doing.

  • No. We don't route trades. We're a research and discovery layer. Our edge is positioning intelligence and personalised discovery — not execution.

  • Different scope, different price. Full-stack terminals are $24k+/seat/year. We're a focused tool — bond discovery + institutional-flow intelligence, AI-native, from $100/mo for individuals. We don't try to be your entire workflow; we try to be the part that finds the right bond and shows you what the smart money is doing.

  • Three places. (1) Plain-English search — type “Brazilian sovereigns yielding over 8%” the way you'd say it and we find the bonds. (2) Smart matching across the universe — “For You” and “Similar bonds” rank candidates by how close they are to your investment preferences. (3) Concise per-bond summaries grounded in the underlying numbers. The AI never invents prices, yields, or holdings.

  • Multiple licensed and public market sources. We never publish modeled or theoretical prices. If we don't have a real observed price, the field shows a dash. Specific sources are part of our proprietary stack — we'll vouch for the data; we don't catalogue our supply chain in the open.

  • Most surfaces refresh daily. Every figure on every page is labeled with its as-of date — you always know exactly how recent the number is.

  • Where institutional money has moved into or out of a bond, a sector, or a tenor. Green shows where institutional positioning has been net building; red shows where it has been net shrinking. The institution names are available on Pro.

  • A grid of sectors by tenor. Each cell is a bucket of bonds that share a sector and a maturity band (e.g., IG Corp · Intermediate). The Map heatmap shows where money is flowing across sectors and tenors over the chosen window.

  • Coverage spans the global universe across sovereigns, IG corporates, HY corporates, EM debt, munis, and securitised. We're continuously expanding the panel — both in number of bonds and in the range of institutional participants we observe.

  • Each suggestion is AI-matched on issuer profile, country, currency, maturity, rating, and structure. The header pill on each section tells you whether the live AI-match path or a fallback heuristic is in use — total transparency on which mode you're seeing.

  • No. Your portfolio and watchlist are private. They train your own recommendation engine and never feed Sherpa Signal.

  • Free — browse the global bond universe and see everything descriptive on every bond: issuer, rating, coupon, maturity, sector, country and amount outstanding. Sign in to add watchlists and portfolios. No prices or yields. Basic — prices and yields everywhere, unlimited screening, plain-English search, and portfolio value, P&L and income. Pro — everything in Basic plus Sherpa FIT, the institutions holding each bond by name, and The Split.

  • Free is $0 forever. Basic is $100/month or $1,000/year (saves $200). Pro is $200/month or $2,000/year (saves $400). Cancel anytime; access continues to the end of the current period.

  • Basic unlocks prices and yields on every bond, unlimited screening, plain-English search, and portfolio value & P&L. Pro adds the three things nobody else shows you: Sherpa FIT (every bond scored against your own mandate), the institutions holding each bond by name, and The Split — the daily credit-vs-equity divergence pick.

  • Both paid plans come with one. Pick Basic or Pro, sign up, add a card, and you're in for 14 days at full access. We don't charge until day 15, and you can cancel anytime before then for $0. No surprises.

  • Yes, anytime — Account → Manage subscription. Stripe prorates the difference, so you only pay for what you use on each plan.

  • Yes — if you're a desk that wants the product at team scale, we'd like to talk. Reach out and tell us how your team works; we'll figure out what makes sense.

  • Not yet. If you're an academic researcher and want bulk access for non-commercial work, email us and we'll work something out.

  • Click Start free trial in the header. Sign up with Google or email — 30 seconds, you're in.

  • Account → Manage subscription. One click. Access stays active to the end of the current billing period.

  • No. SherpaBonds publishes data, signals, and analytics. Nothing in the product constitutes investment, tax, or legal advice. You make your own decisions.

  • Your account, watchlists, portfolios, and notes are private to you and never feed our aggregate signals. Analytics are off by default — they only run after you opt in via the consent banner, and IPs are anonymized. Full details in the privacy policy.

  • No. Signals describe unusual activity worth investigating — they are not recommendations and not forecasts. We publish methodology and (over time) calibrated track records so you can judge for yourself.

  • Not without a licensing agreement. Reach out via the Enterprise contact form on /pricing — we have data-license tiers for quants, academics, and platforms.

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