Portfolio Management

Please pay attention that you need to register to use the service “Portfolio management”!

Portfolio management service allows to build a portfolio of Cbonds database instruments (bonds and international bonds).

The following options are available within the project:

  • Calculation of yield, duration and other analytical indicators both on instruments and on the portfolio in general
  • Asset flow tracking, saving of all transactions’ archive
  • View of all coming events on instruments via built-in event calendar in portfolio (maturity, put option, amortization, coupon payment)
  • Maintaining of several portfolios simultaneously
  • Settings of securities’ accounting (prices, stock exchanges, portfolio currency)
  • Settings of notifications on main transactions and events of portfolio

Detailed guide for the portfolio management service is available in User guide .