- 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
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.
| Option | Built for | How it holds a bond | Price and yield work | Best fit |
|---|---|---|---|---|
|
|
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 |
|
|
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 |
|
|
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 |
|
|
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 |
- 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
- 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
- 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
- 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.
AllInvestView publishes this comparison and is one of the five options in it.
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.
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
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
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.
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.
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
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.
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.
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.
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 need | Individual bond | Bond ETF or fund |
|---|---|---|
| Economic unit | Face value and a quoted price per 100. | Shares and market price or NAV. |
| Cash flows | Contractual coupons and principal repayment. | Fund distributions that can change. |
| Maturity | Defined for the security. | No single contractual redemption date for the investor. |
| Core analysis | YTM, accrued interest, schedule, duration, convexity, BPV and spread. | Total return, distributions, allocation, volatility and tracking. |
| Tax | Coupon 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.
Keep reading
Find its yield, see the payments ahead and explore how changing rates affect its price.
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.