Basispoint by Investware

Fixed-Income Analytics Without Bloomberg Complexity.

Affordable for Financial Advisors & Individuals.

Find better bonds, identify swaps, model rate shocks, and explain portfolio risk with institutional analytics built by the engineers behind Credit Suisse, State Street, and Morningstar fixed-income platforms.

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Bloomberg-grade calculations • Web-native workflow • Built for fixed income
Basispoint Portfolio Workstation
5.42%
6.18
$42.7K
Rate Shock Impact
+50 bps-2.81%
Bear Steepener-1.94%
Bull Flattener+1.12%
Swap Candidates
BondYieldDurPickup
A-rated Corp 20315.71%5.9+38 bp
Agency MBS Pool5.38%4.2+24 bp
AA Muni 20344.19%7.1+31 bp
$7,500Typical seat price
72%Less than Bloomberg
80+Fixed-income calculations
16Security types supported
Built for the daily fixed-income workflow

One workstation for bond selection, risk, optimization, and client-ready explanations.

Bloomberg alternative

Institutional analytics at a price point your entire fixed-income team can use.

Bloomberg remains powerful, but many portfolio managers and advisors only need fixed-income analytics, portfolio risk, scenarios, and trade ideas. Basispoint focuses on that workflow directly.

See the Bloomberg savings model →
BloombergBasispoint
$27K+ per seat$7.5K per seat
Command-driven terminalModern web workflow
General-purpose platformFixed-income focused
Steep onboardingDesigned for faster adoption
AI-powered fixed-income intelligence

Ask questions the way a PM or trader actually thinks.

“Which bonds are driving duration?” “Find similar risk with more yield.” “What happens if the 10-year rises 75 bps?” Basispoint turns analytics into answers your team can act on.

Which holdings lose the most value in a bear steepener?
Find bonds with higher yield and similar duration.
Explain this portfolio’s key rate risk for a client.