Basispoint by Investware

Fixed Income Portfolio Management and Trading

Institutional-Grade Analytics Without the Institutional Price Tag.

Find better bonds, size and execute trades, model rate shocks, and calculate portfolio risk — all in one workstation, built by the engineers behind Credit Suisse, State Street, and Morningstar fixed-income platforms.

Rigorous Bond Math • Integrated Trade and Portfolio Management
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Built for the daily fixed-income workflow

One workstation for bond selection, risk, trading, and portfolio management.

01

Find Better Bonds

Screen securities by yield, spread, duration, convexity, rating, maturity, and relative value — without jumping across terminal screens.

02

Optimize Your Portfolio

Automatically surface the highest-impact swaps across your entire portfolio — ranked by return improvement or cashflow pickup — with one click.

03

Understand Portfolio Risk

Measure duration, DV01, KRD, scenario P&L, cash-flow exposure, and concentration risks at portfolio and security level.

04

Trade With Confidence

Turn a swap idea or screen result into a compliance-checked order — with live RFQs, pre-trade rule checks, and realized gain/loss shown right on the ticket. Every yield, duration, and OAS calculation follows industry-standard conventions, checked against Bloomberg for accuracy.

05

Ask the AI Co-Pilot

Ask plain-English questions about bonds, risk, yield curve scenarios, and client portfolios using screen-aware context.