Basispoint in Action

Real Workflows.
The way you think.

Six interactive demos showing exactly how portfolio managers, advisors, and individual investors use Basispoint every day.

Institutional Portfolio Managers & Traders

Scenario & Rate Shock Analysis

If the 2008 crisis or the 2022 rate surge happened today, what would it do to my portfolio?

Model historical and forecast yield curve shocks — see portfolio P&L impact before rates move.

Interactive Demo

Advisors RIAs & Wealth Managers

Portfolio Risk Dashboard

Identify at-risk client bonds across every managed account — duration, DV01, and scenario P&L in one view.

Which bonds in my clients' portfolios are actually at risk — and why?

Interactive Demo

Individuals Self-Directed Investors

Interactive Demo

Individual Investor Dashboard

See every bond you own — fair value, your yield, rate sensitivity, and what happens if rates rise 1%. Plus a plain-English risk and return summary.

Are my bonds priced fairly, and how much could I lose if rates move?

Interactive Demo