Portfolio:
- Details
- Summary
- Alerts
- Big Movers
- Volume Trending Higher
- Maturing Bonds
- Discount Bond Price Increase
- Premium Bond Price Decrease
- Trending Higher
- Trending Lower
- Market Rating Change
- Liquidity Rating Change
- Yield Rating Change
- Alerts History
The Portfolio tool allows you to create and manage one or multiple bond portfolios. You can enter CUSIPs, purchase date and purchase price to keep track of your gains and losses. You can also view BondView's estimated prices, coupon, maturity date, accrued interest and ratings. To get started, select a name for your first portfolio and then click "Next Step: Add Bonds"
| CUSIP | Name | Estimated Price | Market Value | Quantity | Coupon | Maturity Date | Gain/Loss | Market Rating | Sector | Accrued Interest | Estimated Income | Last Trade Price | Last Trade Date | BV Credit Score | Funds Holding | In BV 500 Index | Dated Date | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total: | $1,001,908 | 5.538 % | $1,908 | $16,404 | $55,375 | |||||||||||||