How it works

Eight surfaces. One workflow.

Walk through every page in the app — what each one does, when you'd use it, and how to get to it.

01 · Search

Find any bond, in any phrasing.

Press ⌘K (Mac) or Ctrl+K (Windows / Linux) from anywhere in the app to open the search box — or click the search bar in the top nav. Then type the bond you want, the way you'd describe it: country, currency, yield range, maturity year, sector. We do the work of turning that into a list of matches.

  • "Brazilian sovereigns yielding over 10%"
  • "US Treasuries maturing before 2030"
  • "argentine dollar bonds" / "apple bonds"
Try the live search
🔍Brazilian sovereigns yielding over 8%
Parsed filters
country = BRsector = Sovereignyield ≥ 8%
Brazil 7.875% 2030
BR · USD · BB-
8.42%
Brazil 6.00% 2045
BR · USD · BB-
8.91%
Petrobras 6.85% 2030
BR · USD · BB+
8.07%

02 · Browse

Screener: the global bond universe, sortable on every axis.

Country chips, currency, sector, IG/HY toggles, yield range, coupon range, maturity year window. URL-encoded — every view is shareable.

  • Click any column header to sort
  • G-spread vs reference curve auto-computed for EUR bonds
  • Click a row → bond detail
Open the screener
84,474 universe3,448 passedavg yield 6.52%avg duration 6.3 y
TableCurveHeatmap
SecuritySectorRatingMaturityDurPriceYield
Altria Group IncCorporateBBB+Nov 20337.51111.685.50%
Providence St JosephCorporateAOct 20337.43102.695.02%
Banco Santander SaCorporateA-Nov 20304.5399.175.89%
Bank of America CorpCorporateBBB+Nov 20271.5899.865.43%
Toyota Motor CreditCorporateA+Nov 20271.54102.095.72%

03 · Investigate

Bond detail: every angle on a single page.

Hero with rating, currency, country, ISIN. Stat strip — mid, yield, coupon, maturity, outstanding, as-of. 100K-par notional market value computed in your display currency. Risk analytics (modified duration, convexity, years to maturity, YTM source).

  • All the headline numbers in one stat strip
  • Risk analytics — duration, convexity, P&L per basis point
  • One click to add to a watchlist or portfolio
Bonds  /  89236TKL8  ·  USD  ·  INVESTMENT GRADE · A+
Toyota Motor Credit Corp 5.45% 2027/11
Toyota Motor Credit Corp  ·  Senior Unsecured
MID PRICE
102.09
par = 100
YIELD TO MAT.
5.72%
semi-annual
COUPON
5.450%
semi · fixed
MATURITY
2027-11-10
bullet · 1.54y
OUTSTANDING
not disclosed
AS OF
2026-04-25
Fund disclosure

04 · Smart money on this bond

The Sherpa Signal panel: institutional footprint at a glance.

On every bond detail page. Score from 0–100 with a plain-English interpretation. Holders count, aggregate exposure, top concentration, and the flow window toggle (1D / 7D / 30D).

  • Score + interpretation tells you where this bond sits in institutional positioning
  • Aggregate exposure quantifies the total dollars committed
  • Top-concentration flag for crowded-trade risk
Sherpa Signal
Institutional footprint · signal-level holdings
As of 2026-04-25
6
/ 100
Minimal footprint
Interpretation. Minimal institutional footprint, holding stable. Worth tracking as the panel widens.
HOLDERS
1
signals holding
AGGREGATE
$7.3M
USD across all
TOP CONC.
100.0%
largest holder
FLOW · 7D
awaiting history

05 · Find peers

Bonds like this: AI-matched neighbours, ranked.

Below the Sherpa Signal panel on every bond detail page. Peers are matched on issuer, sector, country, currency, maturity, rating — with comparison chips for yield delta, duration delta, signals in common.

  • Rich chips: -118 bps yield, +6mo duration, same issuer
  • Switches between AI-match and heuristic — header pill always shows which
  • Click any peer to jump to its detail page
Bonds like this
HEURISTIC
Same currency & sector, maturity within 7 years. Ranked by overlapping institutional owners and rating distance.
Toyota Motor Credit Corp 4.55% 09/2027
4.30%
TOYOTA MOTOR CREDIT CORP
−118 bps yield−1mo durationSame issuer
Toyota Motor Credit Corp 4.35% 10/2027
4.15%
TOYOTA MOTOR CREDIT CORP
−157 bps yield−1mo durationSame issuer
Toyota Motor Credit Corp 1.15% 08/2027
4.13%
TOYOTA MOTOR CREDIT CORP
−159 bps yield−2mo durationSame issuer
Toyota Motor Credit Corp 4.5% 05/2027
5.97%
TOYOTA MOTOR CREDIT CORP
+25 bps yield−6mo durationSame issuer

06 · The cohort tape

Sherpa Signal: where money rotated this week.

Sector × tenor heatmap. Each cell scored on a -3 (heavy distribution) to +3 (heavy accumulation) scale, normalised across the window. Click any cell to drill in.

  • Broad-market noise filtered — what you see is genuinely unusual
  • Window toggle: 1D / 7D / 30D / 90D / 180D
  • Click any cell to drill into the cohort
Open Sherpa Signal
SECTOR · TENOR · 7-DAY Δ SHERPA SIGNAL FLOW
Where Sherpa Signals moved this week
Green = accumulating. Red = distributing.
TREASURYIG CORPHY CORPEM SOVEM CORPMUNIMBS
SHORT0-3000-10
INTERM.0+200000
LONG0000000

07 · Drill into a cohort

Top buyers + sellers, by cohort.

When you click a cell, the page filters: cohort cards highlight what's been added, increased, reduced, or exited. Top buyers panel shows the institutions on the other side of the trade — bond by bond, action by action.

  • Window toggle synced from the heatmap (1D / 7D / 30D / 90D / 180D)
  • Action chips per row: Added · Increased · Reduced · Exited
  • Pro reveals institution names; everyone sees the moves
US · IG Corp
investment-grade corporates
−$46.1M
US · IG Corp · Short
1-3y
+$45.1M
US · Treasury · Long
7y+
−$24.3M
FILTERED BY COHORT  US · IG Corp · Short ✕
Top buyers
John Deere Capital Corp Mtn
4.130% · 01/2029 · US · USD
Added
+$9.7M
SPSB · IBDT · IGSB
Wells Fargo & Co Sr Unsec.
4.130% · 01/2029 · US · USD
Increased
+$4.3M
IGSB · USIG · SPIB
Alphabet Inc Sr Unsec. 3.7
4.130% · 01/2029 · US · USD
Increased
+$3.9M
SPSB · USIG · SPIB

08 · Personalised

For You: matched to your investment preferences.

A private recommendation engine trained on your watchlist and holdings. The /foryou page ranks the universe by closeness to what you actually invest in — and surfaces bonds that match your shape but offer better terms.

  • Cold-start fallback for new accounts (issuer + sector heuristic)
  • Header pill tells you exactly which mode is live
  • Re-ranks nightly as your preferences evolve
Open For You
For You
8 NEW TODAY
1
Cobra Acquisitionco Llc 14...
12.250% · Similar to US corporates
11.57%
2
Rrd Intermediate Holdings ...
11.000% · Similar to US corporates
10.24%
3
Arbor Realty Trust Inc 144a
4.500% · Similar to US corporates
9.74%
See all 8 recommendations →

09 · Discovery streams

Radio: endless cards, AI-paired, keyboard-friendly.

Pandora for bonds. Stations for For You, by sector, by country, by issuer, by signal, by yield bracket. Single-card UI, prev/next with arrow keys (or W to watch, R to restart), comparison chips when seeded by a bond.

  • Each station hand-curated for the seed
  • Watch a bond mid-stream — your recommendation engine picks it up overnight
  • Exit pills route back to the relevant index page
For You · radio · 24 of 50
vector match
Petrobras Global Finance 6.85% 06/2030
BR · USD · BB+ / Ba1  ·  matures Jun 2030
Yield
6.74%
Mid price
100.45
Match
92
+12 bps yieldSame sectorSame currency
← prev    next →

10 · Save bonds you're stalking

Watchlist with notes.

Click ☆ on any bond to save it. Add a note inline — why you're watching, what you're waiting for. Watchlist activity feeds the personalisation engine and shows up on the Radar chart as forest-green squares.

  • Notes inline-editable from the portfolios page
  • Remove with one click, optimistic UI
  • Persists across every device on your account
Watchlist
3 BONDS
Nomura Holdings Inc
5.18%
4.904% · 2030-07
+ note
Japan (20 Year Issue) Bond
1.58%
2.100% · 2029-09
+ note
Metlife Inc Jr Subordinated
6.07%
6.400% · 2066-12
+ note

11 · Track positions

Portfolio: holdings, composition, weighted analytics.

Switcher at the top for multi-portfolio. Per-row inline edit (qty, cost basis, acquired-at). Weighted YTM, weighted duration, convexity, monthly coupon income — all in your display currency. Composition donut by sector.

  • Cost-basis math respects price-per-100 face — accurate P&L per position
  • Display currency switcher (USD / EUR / GBP / JPY / BRL / ARS / BTC / ETH / gold)
  • Add a position from any bond detail or screener row
Open Portfolios
PORTFOLIO VALUE
778,753
USD · 9 priced positions
WEIGHTED YIELD
4.02%
book YTM · semi-annual
COUPONS THIS MONTH
$2,989
from 11 bonds · est. monthly
Holdings
Oracle Corp4.65203012.7%
Lowe's Cos Inc1.70203011.4%
Ntt Finance Corp0.3820309.0%
Westpac Banking Corp5.0020298.5%
Composition
WEIGHT
100%
Corporates44.8%
Corporate24.1%
Fixed Income17.0%
Government Related12.9%
Treasuries0.3%

12 · Visualise the curve

Radar: yield vs duration, your portfolio in context.

Each bond plotted on yield (Y) vs modified duration (X). Your holdings are the navy core dots with concentric ping rings. Watchlist as forest-green squares. Discovery layer in plum dots — the bonds you don't own that you might want.

  • Mean-yield + mean-duration crosshair through your portfolio centroid
  • Hover any dot for issuer + numbers; click to open the detail page
  • Toggle layers from the legend
Radar
YIELD VS DURATION · HOLDINGS · WATCHLIST · DISCOVERY
2.0%3.0%4.0%5.0%6.0%7.0%2y4y6y8y10y12y14y16yMEAN 4.36%PortfolioWatchlistRadio · discovery

13 · Reference

Yield-curve widget: where rates sit today.

Live AAA euro-area government curve on the dashboard. Update daily. The full curve from 2Y to 30Y, with 2Y / 10Y / 30Y called out — useful as a context anchor when you're sizing up corporate spreads.

  • AAA euro-area governments — sovereign-quality reference
  • Updates daily
  • Scales with your display currency for portfolio analytics
EUR Yield Curve
2026-04-23
3.5%2.5%2Y10Y30Y
2Y
2.54%
10Y
3.07%
30Y
3.49%
AAA euro area governments · daily

14 · The dashboard tape

Highest yields today: what's rich, at a glance.

On the dashboard. Live ranking of the global universe by latest mid yield. Crisp scan of who's at the top of the curve right now — useful as a daily inbox for income hunters.

  • Auto-refreshes with daily price ingest
  • Click any card to open the bond detail
  • Ranked across the global universe — every country, every sector
Highest yields today
Ranked by latest mid yield across the global universe
Wells Fargo Comm. Mortgag 1.032%
07/2050
186.78%
Gs Mortgage Securities Trust 1.167%
08/2050
180.31%
Fanniemae-aces 1.401%
07/2029
172.63%
Fanniemae-aces 1.247%
10/2029
168.23%

Ready to walk through it yourself?

14-day free trial of Pro. No charge until day 15.