Free Bond Report

Bond Portfolio Report

Professional fixed income analytics with yield curve repricing, duration metrics, maturity ladder, and coupon schedules — built for individual investors and advisors.

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The bond holdings table: each position with its coupon, maturity, yield to maturity, spread over the benchmark curve, price, value and profit or loss The bond holdings table: each position with its coupon, maturity, yield to maturity, spread over the benchmark curve, price, value and profit or loss
See your bond holdings and totals in your currency, with curve prices where available.
The maturity ladder, one bar per year, coloured by government, provincial, corporate and municipal issuers The maturity ladder, one bar per year, coloured by government, provincial, corporate and municipal issuers
The year each holding matures, so a crowded year shows up early.
The duration distribution chart with holdings bucketed by years, the weighted average duration marked and the DV01 below it The duration distribution chart with holdings bucketed by years, the weighted average duration marked and the DV01 below it
Duration by bucket, with the DV01 for the whole book underneath.

Run this on your own bonds

Add your holdings or connect a broker, and the same report is built from your positions.

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The screens above use a demonstration portfolio, not real holdings.

What's Inside the Bond Report

Institutional-grade fixed income analytics built for individual investors and financial advisors.

Yield Curve Repricing

Reprice your bonds from government yield curves and the spread implied by your trade price.

Maturity Ladder

Visualize when each bond matures to manage reinvestment risk and plan your fixed income allocation over time.

Coupon Schedule

See all upcoming coupon payments with dates, amounts, and frequencies to forecast your fixed income cash flows.

Duration & DV01

Track portfolio duration, convexity, and dollar value per basis point to understand your interest rate risk.

Rate Scenario Simulator

Model how parallel shifts in interest rates would impact your portfolio's market value and individual positions.

PDF & CSV Export

Generate professional bond reports with full analytics, suitable for client presentations or personal records.

Frequently Asked Questions

Common questions about the AllInvestView bond report.

What yield curves does the bond report support?

Government yield curves for the US, Canada, the UK and Australia, the ECB curve, and country curves for Italy, Spain, France, Portugal, Ireland, Greece and Belgium.

What is DV01 and why does it matter?

DV01 (Dollar Value of 01) measures how much your bond portfolio's value changes for a 1 basis point move in interest rates. It's a key risk metric for fixed income investors to understand their interest rate exposure.

Can I track both government and corporate bonds?

Yes. The bond report supports government, corporate, provincial, and municipal bonds. Each position is categorized by type, and you can filter by bond type, portfolio, or currency.

Does the report include coupon payment schedules?

Yes. The bond report generates a coupon calendar showing all upcoming coupon payments with dates, amounts, and frequencies. This helps you plan cash flows from your fixed income portfolio.

Related Guides

Bond Investing Guide

Everything you need to know about investing in bonds, from government to corporate and municipal.

Bond Portfolio Tracker

How to track your fixed income holdings and monitor yields, prices, and maturities.

Yield Curve Calculator

Understand yield curves and how they affect bond pricing and your portfolio value.

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