Individual Investors

Take control of
your investments

CBXmarket provides individual investors the Wall Street-caliber tools
and analytics to support every step of the investment process.
We empower you to take control of your fixed income portfolio.

CBXmarket can help you…

  • Invest with confidence

    Our platform enables you to ask the right questions, have informed conversations and make intelligent investment decisions

  • Survey the bond market like a portfolio manager

    Use institutional-quality data and analytics to identify trends and evaluate investment opportunities

  • Efficiently manage your investments

    Easily navigate the platform to find the tools and information you need

  • Affordable access to best-in-class market data

    Access information from the same data providers as institutional investors at an affordable price

  • You’re not alone

    Our support team is available to help you leverage the platform to effectively manage your fixed income portfolio

Try for free
“CBXmarket provides an extremely easy solution to search for bonds across the U.S. fixed income universe.
I would even venture to say that their search function is better than that of the Bloomberg terminal.”Rajul, Research Analyst, Investment blogger

What you can do…

  • You receive a quote and want to confirm you are getting best execution pricing

  • Our pricing validation tools enable you to efficiently benchmark your quotes, evaluate prices and negotiate for tighter spreads

  • Historical pricing charts provide a sense of how spreads have changed through market cycles
  • Calculate yield, spread and duration based on the quote you received with our Price Calculator
  • Reference our Comparable Bonds feature to benchmark the quote across similar issues in the market

  • A security in your portfolio is downgraded and the price of the bond drops

  • Use dashboards and monitoring tools to identify rating changes, price movements and upcoming payments or defaults
  • All platform data is updated daily to ensure you are always on top of market activity

  • You see activity in the market for a bond you own but aren’t sure whether the security is over or undervalued

  • Determine relative value using our Comparable Bonds feature which provides a set of similar bonds so you can benchmark prices, spreads, yields, etc.
  • Analyze trading patterns across various market cycles with our Price History graphs
  • Develop an outlook on the markets using dashboard analytics and reference curves to survey different industries, sectors, geographies, etc.

  • You’re looking for an investment grade corporate bond with a yield greater than 4% and duration less than 5 years

  • Filter 1.2 million bonds based on criteria such as: maturity, rating, sector, duration, price, call features, etc.
  • Our charts and dashboards allow you to scan the market and identify best performers or most liquid CUSIPS within a specific market segment

  • There are several bonds that match your search criteria and you need to determine the optimal CUSIP to purchase

  • Compare up to 10 bonds side-by-side with a detailed breakdown of key metrics for each security
  • Use charts to locate outliers and visualize which security will provide the exposure you are looking for

Find the Plan that Works for You

Only pay for what you need.
Flexible monthly pricing plan.
CBXmarket is a fraction of the cost of other platforms.

Show pricing plan details

Free Trial

$0

2 weeks free. No credit card needed.
Proceed

STANDARD

$20

Per Month
  • Corporates, Agencies, Treasuries & Munis
  • Market research tools
  • Key security and issuer information
  • Historical pricing and trading information
  • Basic Watchlist capabilities
  • Basic search and screening tools
  • Comprehensive analytics and risk/return metrics
  • Select dashboards and charts
Proceed

Premium

$50

Per Month

STANDARD
+

  • Historical market data and trends
  • Basic portfolio management capabilities
  • Exportable market and portfolio reports
  • All dashboards and charts
Proceed