Topics
Screener
Filters, columns, views, presets, and the Priced toggle.
Bond detail
Per-bond view — stats, charts, Your Fit, risk analytics.
Market signal
An experimental read of institutional positioning, plus the institutions positioned in each bond.
Your Fit
Personalized match score — how it learns from your portfolio.
Portfolios
Positions, P&L, multi-portfolio support, limits, and watchlist.
For You
Bond recommendations matched to your holdings and watchlist — how the engine learns and when it refreshes.
Similar bonds
Endless bond streams — Issuer, Sector, Country, Signal, Yield bracket, For-You.
Natural-language search
Plain-English filter queries — type what you want, get the matching bonds.
Account & quotas
Free vs Pro tiers, monthly quotas, billing, and currency display.
Glossary
Bond terms used throughout SherpaBonds — plain English.
Getting started
SherpaBonds works without an account — anyone can browse the screener and view individual bonds (with a monthly cap on price views and AI searches). Signing in unlocks watchlists, portfolios, personalized recommendations, and higher quotas. Upgrading to Pro removes all caps and reveals the institution names behind each signal.
The shortest path through the product:
- Open the Screener — filter the universe by currency, sector, rating, maturity, etc.
- Click any row to see Your Fit — a personalized match score against your portfolio shape.
- Open the bond detail page for full Risk analytics, price history, and the issuer curve.
- Add bonds to your Portfolio to feed the personalization engine.
Surfaces
A short tour of where things live:
| Surface | What it does |
|---|---|
| Screener | Filter the bond universe. Multiple views: List, Cards, Curve, Heatmap. |
| Bond detail | Single-bond view: stats, Your Fit, risk analytics, price history, issuer curve, and an experimental Market signal. |
| Market signal | An experimental read of institutional positioning on a bond, plus the institutions positioned in it. Names available on Pro. |
| For You | Bond recommendations matched to your portfolio and watchlist — surfaces bonds with similar shape, sector, rating, and tenor to what you already pay attention to. |
| Portfolios | Track your positions, P&L, average yield/duration, sector mix. |
| Similar bonds | Endless streams of bonds — by issuer, sector, country, yield bracket, or your taste. |
| Natural-language search | Plain-English search anywhere in the app. Type a sentence ("BB-rated EM corporates maturing 2028-2030"); we translate it into screener filters and return the matching bonds. |
Bond prices are the paid product. Anonymous visitors and free accounts have monthly caps on individual bond price views. Pro accounts have no caps and additionally see the institution names behind each signal where available.