Fixed Income Analysis Made Simple
Transform complex bond analysis into clear, actionable insights with AI-powered fixed income tools that work like Excel but think like a financial analyst.
Remember the last time you had to analyze a complex bond portfolio? You probably found yourself juggling multiple Excel sheets, manually calculating yields, and cross-referencing duration metrics across different tabs. What if there was a better way?
Fixed income analysis doesn't have to be a maze of formulas and fragmented data. With Sourcetable's AI-powered approach, you can analyze bonds, calculate risk metrics, and generate insights as naturally as having a conversation with your data.
Why Choose Sourcetable for Fixed Income Analysis
Transform your bond analysis workflow with intelligent automation and comprehensive insights
AI-Powered Bond Calculations
Automatically calculate yields, duration, convexity, and other key metrics with natural language commands
Real-Time Risk Assessment
Monitor interest rate risk, credit risk, and portfolio sensitivity with dynamic dashboards
Integrated Data Sources
Connect directly to market data feeds and bond databases without manual data entry
Scenario Analysis
Model different interest rate environments and their impact on portfolio performance
Automated Reporting
Generate professional fixed income reports with charts, tables, and insights in minutes
Portfolio Optimization
Find optimal bond allocations based on risk tolerance and return objectives
Real-World Fixed Income Analysis Examples
Corporate Bond Portfolio Analysis
A portfolio manager at a mid-sized investment firm needed to analyze a $50 million corporate bond portfolio. Instead of spending hours in Excel, they simply asked Sourcetable: "Show me the weighted average duration and yield-to-maturity for all investment-grade corporate bonds in the portfolio."
Within seconds, Sourcetable calculated:
Municipal Bond Tax Analysis
A financial advisor needed to compare tax-equivalent yields for municipal bonds across different tax brackets. They uploaded their client data and asked: "Calculate the tax-equivalent yield for each muni bond assuming a 35% marginal tax rate."
Sourcetable automatically:
Interest Rate Scenario Modeling
A pension fund manager wanted to stress-test their bond portfolio against various interest rate scenarios. They asked Sourcetable: "Model portfolio value changes if rates rise by 100, 200, and 300 basis points."
The analysis revealed:
Ready to streamline your fixed income analysis?
How Sourcetable Simplifies Fixed Income Analysis
From data import to final report in four simple steps
Import Your Bond Data
Upload bond holdings from Excel, CSV, or connect directly to your portfolio management system. Sourcetable recognizes CUSIP numbers, bond identifiers, and market data automatically.
Ask Natural Language Questions
Instead of writing complex formulas, simply ask questions like 'What's the duration risk of my high-yield bonds?' or 'Show me bonds maturing in the next 18 months.'
Get Instant Analysis
Sourcetable calculates yield metrics, duration measures, credit analysis, and risk assessments using institutional-grade financial models behind the scenes.
Create Professional Reports
Generate charts, tables, and executive summaries that you can share with clients, committees, or stakeholders directly from the platform.
Common Fixed Income Analysis Use Cases
See how professionals across the industry use Sourcetable for bond analysis
Portfolio Duration Management
Monitor and adjust portfolio duration to match liability schedules. Track effective duration, modified duration, and key rate durations across different maturity buckets.
Credit Risk Assessment
Analyze credit quality distribution, track rating migrations, and assess concentration risk across issuers, sectors, and geographies in your fixed income portfolio.
Yield Curve Analysis
Build and analyze yield curves, calculate spreads over benchmarks, and identify relative value opportunities across different sectors and maturities.
Liquidity Planning
Track bond maturities, call schedules, and cash flow projections to ensure adequate liquidity for upcoming obligations and investment opportunities.
Performance Attribution
Break down fixed income returns by duration, credit, and sector allocation effects to understand what's driving portfolio performance.
Regulatory Reporting
Generate compliance reports for regulatory requirements, including stress testing results, concentration limits, and risk metric disclosures.
Essential Fixed Income Metrics at Your Fingertips
Sourcetable automatically calculates the metrics that matter most to fixed income professionals:
Yield Measurements
Duration and Convexity
Risk Metrics
Frequently Asked Questions
Can Sourcetable handle complex fixed income instruments like mortgage-backed securities?
Yes, Sourcetable supports analysis of various fixed income securities including corporate bonds, municipal bonds, government securities, mortgage-backed securities, and asset-backed securities. Our AI understands the unique characteristics and calculations required for each instrument type.
How does Sourcetable calculate duration for bonds with embedded options?
Sourcetable uses effective duration calculations that account for embedded options like call and put features. The system employs option-adjusted models to provide accurate duration measures that reflect how the bond's price sensitivity changes with interest rate movements.
Can I import data from my existing portfolio management system?
Absolutely. Sourcetable supports data import from Excel, CSV files, and can connect to major portfolio management systems and market data providers. The platform automatically recognizes standard bond identifiers like CUSIP and ISIN numbers.
How accurate are the yield and duration calculations?
Sourcetable uses institutional-grade financial models and formulas that are standard in the fixed income industry. All calculations are validated against established financial conventions and are suitable for professional investment management use.
Can I perform scenario analysis on my bond portfolio?
Yes, you can easily model different interest rate scenarios, credit spread changes, and other market conditions. Simply ask questions like 'What happens to my portfolio if rates rise by 200 basis points?' and get immediate results with detailed breakdowns.
Does Sourcetable provide real-time market data for bonds?
Sourcetable can integrate with market data providers to access real-time bond prices and yields. You can also manually input current market data or upload periodic updates from your data sources.
Can I create client reports directly from my analysis?
Yes, Sourcetable includes professional reporting features that allow you to generate charts, tables, and formatted reports suitable for client presentations or internal investment committee meetings.
How does Sourcetable handle municipal bond tax calculations?
Sourcetable automatically calculates tax-equivalent yields for municipal bonds based on the tax rates you specify. It can handle different tax scenarios including federal, state, and local tax considerations for accurate after-tax return comparisons.
Frequently Asked Questions
If you question is not covered here, you can contact our team.
Contact UsHow do I analyze data?
What data sources are supported?
What data science tools are available?
Can I analyze spreadsheets with multiple tabs?
Can I generate data visualizations?
What is the maximum file size?
Is this free?
Is there a discount for students, professors, or teachers?
Is Sourcetable programmable?
Transform Your Fixed Income Analysis Today
Join finance professionals who've already discovered the power of AI-driven bond analysis with Sourcetable's intuitive platform.