The plans
| Plan | Who it's for | Cost |
|---|---|---|
| Anonymous | Anyone — no account needed. Reference data, no prices. | Free |
| Free (signed in) | Watchlist + portfolios + more breadth. Still no prices. | Free |
| SherpaBonds | Everything: prices and yields everywhere, unlimited screening and search, Sherpa FIT, institution names, and The Split. | $40/mo · /pricing |
Per-surface caps
| Surface | Anonymous | Free | SherpaBonds |
|---|---|---|---|
| Prices & yields | — | — | Everywhere |
| Natural-language search | — | — | Unlimited |
| Screener rows visible | 25 | 50 | Unlimited |
| For You recommendations | 10 cards | 30 cards | Unlimited |
| Similar-bond queue | 10 bonds | 30 bonds | 50 bonds |
| Watchlist & portfolios | — | Unlimited | Unlimited |
| Portfolio value & P&L | — | — | ✓ |
| Sherpa FIT | — | — | ✓ |
| Institution names | — | — | ✓ |
| The Split | — | — | ✓ |
Prices are the paid product. Everything descriptive — issuer, rating, coupon, maturity, sector, country, amount outstanding — stays free on every bond, forever. What a paid plan buys is the market data on top of it.
What sign-in unlocks
- Watchlist + portfolios: track bonds across surfaces.
- More breadth: 50 screener rows and 30 For You cards, up from 25 and 10.
- Saved screens: bookmark filter combinations on the screener.
What Basic unlocks
- Prices and yields on every bond, on every surface — screener, bond detail, portfolios, issuer and country pages, similar bonds.
- Portfolio value, P&L and passive income — the money numbers, not just the positions.
- Unlimited screener rows and For You cards.
- Plain-English search — ask for "argentine dollar bonds under 8 years" and get the filters.
- Longer similar-bond queues (50 per stream vs 30 free / 10 anon).
What Pro adds
- Sherpa FIT — every bond scored against your own duration, sector and rating mandate, broken out across four axes. Also the FIT column, sort and filter on the screener.
- Institution names — who is holding and trading each bond, revealed rather than blurred.
- The Split — the daily credit-vs-equity divergence pick at /signals.
Billing
Subscriptions are processed by Stripe. From your account page, you can:
- Upgrade or downgrade your plan.
- Update your card, billing address, or invoice contact.
- Cancel anytime — access remains through the end of the paid period.
- View past invoices and receipts.
The Stripe customer portal opens in a new tab. Card details never touch our servers — Stripe handles PCI scope end-to-end.
Currency display
The currency switcher in the top-right corner of the chrome bar changes the display currency across every surface — bond detail pages, portfolio P&L, market value cards, etc. Twelve fiat currencies + BTC + ETH.
The switcher only changes display. Underlying bond data is in its native currency; FX is applied at render time from cached ECB / CoinGecko rates (refreshed daily).
Account & data control
- Email — change from your account page; verification required.
- Password — managed by our auth provider (Clerk). Change from the account page or "forgot password" flow.
- Delete account — permanently removes your positions, watchlist, fit profile, and recommendations. The action is irreversible; we don't keep a recovery window.
- Privacy & cookies — see /privacy for the full disclosure. Analytics consent is opt-in via the cookie banner.
Questions about your specific plan, quotas, or billing? Email us at roberto@sherpabonds.com — we respond within a business day.