Pricing

Explore our features
and pricing options

Individual
Investor
Professional
Investor

STANDARD

PREMIUM

STANDARD

PREMIUM

Monthly Subscription

$20

$50

$175

$300

Annual Subscription (20% discount)

$192

$480

$1,680

$2,880

CAPABILITIES

FEATURES (click each feature to read more about it)

Security Information & Pricing

Daily Pricing & Transaction Details

Evaluated prices and trading details from EMMA/TRACE, updated daily

Security Details

Complete coverage of U.S. Corporates, Munis, Agencies and Treasuries with CUSIP-level terms & conditions

Price Calculator

Pricing Calculator with key performance metrics and index flexibility

Historical Trading and Performance

5 years of historical pricing & trading details, S&P Quotes, Dealer Buy/Sell Prices

Market Research

Comparable Bonds

Algorithm-driven lists of bonds used to perform pricing analysis, determine relative value and bond discovery

Watchlists and Buylists

Maintain Watchlists to help monitor potential investments

LimitedLimited

Security Comparison

Side-by-side bond comparison and valuation tools

Advanced Screening Tools

Detailed filtering options help narrow the bond universe

Issuer Financial Statements

40,000+ issuers with balance sheet, income statement and cash flow reports, earnings estimates, etc.

Portfolio
Management

Portfolio Performance

Track performance and analyze sector/security level exposures

Automated Alerts

Daily emails and platform alerts on events or guideline violations

Simulations and Modeling

Model trades and run simulations or stress tests on allocation schemes

Investment Monitoring

Implement investment strategies and custom guidelines or constraints

Limited

Aggregated Reporting

Consolidated reporting on exposures and analytics across portfolios

Managed Account tools

Maintain and report on model portfolio programs, mutual funds, ETFs or other investment products

Platform Analytics

Interactive Charts & Dashboards

Customizable dashboards with interactive charts powered by our proprietary i2square technology

LimitedLimited

Templated Reports

Download and export presentation-quality reports with custom logos and commentary

Limited

Export to Excel

Download market data and portfolio information into templated excel files

Platform Customizations

Our Support Team will work with you to develop custom dashboards, charts, and reports

Multi-User Collaboration

Number of portfolios

15Unlimited
Monthly Subscription

$20

$50

$175

$300

Annual Subscription (20% discount)

$192

$480

$1,680

$2,880

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