Bond software comparison

Best bond tracking apps and software in 2026

Track the bonds you own, compare new investments or research the market. These five options serve different needs, from a personal bond portfolio to a professional fixed-income desk.

Five options, side by side

Look beyond today’s price: compare how each tool handles coupon payments, accrued interest and the amount due at maturity.

OptionBuilt forHow it holds a bondPrice and yield workBest fit
AllInvestView Dedicated tracker Calculating and monitoring the individual bonds you already hold You define the terms: coupon, schedule, face value and maturity Price to YTM and YTM to price, with accrued interest, duration, convexity and BPV Investors holding bonds across one or more accounts
Interactive Brokers Searching, comparing and executing bond trades As a position in the brokerage account you traded it in Broker quotes, commissions and yield comparison across available inventory Buyers who want inventory and order entry together
Sharesight Dedicated tracker Performance, income and tax reporting across a broad portfolio Listed bonds are added like shares, unlisted ones as custom investments Portfolio performance and income; custom holdings can need a manual price Portfolios where fixed income is mostly listed bonds and funds
Spreadsheet Your own file A model you build, own and maintain yourself However you decide to lay it out Whatever you implement, day-count conventions included Small or unusual portfolios where control matters most
Bloomberg Terminal Terminal Institutional research, portfolio risk and attribution With professional reference data behind the instrument Professional fixed-income analytics, scenarios and risk Desks with research, trading and risk functions
AllInvestView
Kind
Dedicated tracker
Built for
Calculating and monitoring the bonds you already hold
Holds a bond
You define the terms: coupon, schedule, face value and maturity
Price and yield
Price to YTM and YTM to price, with accrued interest and rate risk
Best fit
Investors holding bonds across one or more accounts
Interactive Brokers
Kind
Broker
Built for
Searching, comparing and executing bond trades
Holds a bond
As a position in the brokerage account you traded it in
Price and yield
Broker quotes, commissions and yield comparison across inventory
Best fit
Buyers who want inventory and order entry together
Sharesight
Kind
Dedicated tracker
Built for
Performance, income and tax reporting across a broad portfolio
Holds a bond
Listed bonds are added like shares, unlisted ones as custom investments
Price and yield
Portfolio performance and income; custom holdings can need a manual price
Best fit
Portfolios where fixed income is mostly listed bonds and funds
Spreadsheet
Kind
Your own file
Built for
A model you build, own and maintain yourself
Holds a bond
However you decide to lay it out
Price and yield
Whatever you implement, day-count conventions included
Best fit
Small or unusual portfolios where control matters most
Bloomberg Terminal
Kind
Terminal
Built for
Institutional research, portfolio risk and attribution
Holds a bond
With professional reference data behind the instrument
Price and yield
Professional fixed-income analytics, scenarios and risk
Best fit
Desks with research, trading and risk functions

The distinction that decides most of this is between a tracker and an execution platform. A broker can give you excellent market access without being the right neutral record of what you hold across several institutions, and a tracker can model a portfolio well without being a place to trade.

Sources reviewed 10 September 2026

AllInvestView publishes this comparison and is one of the five options in it.

Our pick, and why

AllInvestView: the bonds you own, priced and tracked

Calculate a bond’s yield, follow its coupon payments and track it alongside the rest of your portfolio. Add a standard fixed-rate or zero-coupon bond from its terms, enter a clean or dirty price to find the yield, or a target yield to find the price. Save it and follow it alongside your stocks, ETFs and cash.

Bonds defined from their terms Price and yield both directions Accrued interest and cash flows Duration, convexity and BPV Bonds beside the rest of your portfolio
Bond calculator

See how the price was reached

The result gives you the yield, the dirty price and the rate-risk measures, then shows the chain behind them: a government benchmark rate for the bond's currency, the credit spread implied by the price you entered, and the discount yield those two produce.

Government benchmark + credit spread = discount yield → theoretical price Open the bond calculator
AllInvestView Bond calculator result showing yield to maturity 5.8811%, dirty price 99.57, accrued coupon, duration, convexity and BPV, then the benchmark 4.5733% plus a 131 bps credit spread giving a 5.8833% discount yield
A bond with 7.3 years left to run, priced on 11 August 2026 from a clean price of 98.25. The theoretical price is a model value, not a broker quote.View full-size
Bond Report

Every bond you hold on one page

Coupon, maturity, yield, spread, price, value and profit for each position, with the portfolio totals underneath. The same terms that priced the bond drive the income and maturity view, so nothing has to be retyped to see what the portfolio is doing.

See the Bond Report
AllInvestView Bond Report listing five bonds with coupon, maturity, yield to maturity, spread, price, value and profit or loss, and the portfolio total underneath Bond Report listing five bonds with coupon, maturity, yield to maturity, spread, price, value and profit or loss, and the portfolio total underneath
Five demo bonds, from a one-year Treasury to a 2033 issue, valued together in USD.View full-size View full-size

The five options in detail

Compare the tools for monitoring your holdings, buying bonds and researching fixed-income markets.

AllInvestView

The calculator works in both directions, and the result carries accrued interest, the payment schedule, duration, modified duration, convexity and BPV. Where the terms, a government benchmark curve for the currency and a spread anchor are all available, it also produces a curve-based value for the bond.

Best fitYou already hold individual bonds across one or more accounts and want the calculation, the income view and the portfolio reporting in the same place.

Strengths

  • Standard fixed-rate and zero-coupon bonds defined from their terms
  • Price to YTM and YTM to price
  • Cash flows, accrued interest and rate-risk measures
  • Bond Report with payments, maturities and portfolio profit and loss
  • Government benchmark curves for USD, CAD, GBP, EUR and AUD bonds
  • Bonds tracked alongside stocks, ETFs and other assets

Use alongside your broker

Buy and sell through your broker, then bring your holdings together here to follow yields, coupon payments and upcoming maturities across accounts.

Interactive Brokers

The most execution-oriented option here. Its Bond Marketplace describes a global fixed-income universe with transparent commissions and a search tool for comparing available yields, and the screener filters by maturity, yield, credit quality and issuer type. Buying and holding in the same place is the point.

Best fitYour main task is finding bonds that are actually available, comparing their yields and placing the order.

Strengths

  • Bond search and screening across a large inventory
  • Broker quotes, commissions and order entry
  • Government, corporate, municipal and other fixed income
  • Positions tied directly to the account that traded them

Tradeoffs to know

  • The view is the broker's own, not a record across every institution you use
  • Best suited to the bonds available through the platform
  • The interface and its market terminology are dense
Official sourceIBKR Bond Marketplace

Sharesight

Built around portfolio performance, income and tax reporting across a broad investment set. Its help documentation says listed bonds on supported exchanges are added like shares, while unlisted bonds and other fixed-interest securities are tracked as custom investments. For fixed income held through funds and listed issues, that is usually enough.

Best fitConsolidated performance and tax reporting, particularly when most of the fixed income arrives through listed funds or exchange-listed securities.

Strengths

  • Broad performance and income reporting
  • Tax-oriented portfolio workflow
  • Listed securities, ETFs and funds
  • A custom-investment route for unlisted fixed interest

Tradeoffs to know

  • Custom fixed interest can need a price you enter yourself
  • The full payment schedule of a bond is not the centre of the product
  • Options contracts are not supported

Spreadsheet

Transparent in the way that matters most to some investors: you own the file, the formulas and the structure. It can hold unusual fields, run your own scenarios and calculate price, yield and duration once the conventions are implemented correctly. The cost is upkeep. Curve data, schedules, day counts, prices and currency conversion all become your job.

Best fitYou want a custom research model, you know the bond maths and you accept responsibility for every input and every update.

Strengths

  • Complete customisation
  • Offline ownership and portability
  • Formulas you can read, when they are documented
  • Workable for a small, stable or unusual portfolio

Tradeoffs to know

  • Manual data entry and formula risk
  • Nothing checks where a number came from
  • Schedules and day-count conventions are easy to misapply
  • Maintenance grows fast across accounts and currencies

Bloomberg Terminal

Bloomberg serves professional investment workflows rather than the retail tracker market. Its Portfolio and Risk Analytics materials describe cross-asset coverage including fixed income, with portfolio construction, performance attribution, scenario analysis, risk and reporting, connected to professional data and trading tools.

Best fitAn institutional process where research, risk, attribution and trading infrastructure have to work together.

Strengths

  • Professional fixed-income data and analytics
  • Portfolio risk, attribution and scenarios
  • Research and relative-value workflows
  • Connected institutional infrastructure

Tradeoffs to know

  • Designed and priced for professional desks
  • Training and workflow complexity
  • Far more than a household portfolio needs

Individual bonds and bond funds are not interchangeable

If you hold both, the tracker has to treat them differently.

Tracking needIndividual bondBond ETF or fund
Economic unitFace value and a quoted price per 100.Shares and market price or NAV.
Cash flowsContractual coupons and principal repayment.Fund distributions that can change.
MaturityDefined for the security.No single contractual redemption date for the investor.
Core analysisYTM, accrued interest, schedule, duration, convexity, BPV and spread.Total return, distributions, allocation, volatility and tracking.
TaxCoupon interest, accrued interest bought and sold, and any premium or market discount. The bond tax report walks through each one.Distributions and gains on the shares you sell.

Frequently asked questions

What should a bond tracking app calculate?

For individual bonds, look for clean and dirty price, YTM, accrued interest, cash flows, duration, convexity, BPV, spread, maturity and price-source transparency. Bond ETFs need market-price, distribution, allocation and performance tracking.

What is the best bond tracker for individual investors?

It depends on the job. AllInvestView is designed for calculating and monitoring individual bonds. Interactive Brokers is stronger for search and execution. Sharesight focuses on broad performance and tax reporting. Bloomberg serves institutional workflows.

Can I track a bond that has no market-data record?

Yes in AllInvestView. Define a standard fixed-rate or zero-coupon bond with finite maturity from its terms, then enter a price to solve YTM or a target YTM to solve price.

Is a theoretical bond price the same as a market quote?

No. It is a model value based on remaining cash flows, a compatible government benchmark and an anchored spread. A broker may quote a different executable price.

Can one app track individual bonds and bond ETFs?

Yes. Track individual bonds through their coupon schedules, yields and maturity dates. Follow bond ETFs through their market prices, distributions and portfolio performance.

Do I need an account to calculate a bond?

No. The AllInvestView Bond Calculator works without an account. Create an account only to save and monitor the bond in a portfolio.

Start with one bond, no account required

Find its yield, see the payments ahead and explore how changing rates affect its price.

Try the free calculator

This comparison is for informational purposes only and does not constitute financial, tax, or investment advice. Product capabilities and pricing change, so check the vendor's own pages before you buy. © 2026 AllInvestView.