Which fixed income instruments are included in the new data coverage?

Government, municipal, and corporate bonds are included, with holdings flowing into Model Portfolios and portfolio-level views such as Holdings Analysis Views for evaluation alongside other assets.

What security-level details are available for analysis?

Security pages include identifiers and key fields such as CUSIP or ISIN, coupon rate, price, yield to worst, modified duration, call and put features, and when licensed, credit ratings. These details are visible on Bond Quote Pages for individual bonds.

How can teams evaluate a prospect’s bond-heavy portfolio efficiently?

Import positions and review structure in Holdings Analysis Views to assess maturity, credit quality, and sector exposure, then compare alternatives inside Model Portfolios and present findings with the Proposal Tool.

How are individual bonds incorporated into proposals and client reports?

Proposals pull directly from portfolios built in Model Portfolios, allowing reports to reflect actual bond holdings, exposures, and risk. The Proposal Tool turns these insights into client-ready visuals for meetings.

How do firms enable access to this data and where is it sourced?

Access is available as an add-on and, once enabled, data appears across Model Portfolios, Bond Quote Pages, and Holdings Analysis Views. Coverage is sourced from S&P Global via Quodd.

Resources > Blog > Product Updates & Deep Dives > Access Individual Bond Data on YCharts for Smarter Prospecting

Access Individual Bond Data on YCharts for Smarter Prospecting

September 24, 2025

Fixed income is playing a larger role in portfolios. With interest rates at their highest levels in decades, clients and prospects are asking sharper questions about income, credit quality, and duration risk. Many arrive with bond-heavy accounts such as SMAs, bond ladders, or custom portfolios. Until now, it has been difficult for advisors to analyze those holdings efficiently.

That changes with access to individual bond data in YCharts. This new dataset expands multi-asset coverage and gives wealth management teams a faster, clearer way to analyze portfolios, compare strategies, and communicate fixed income insights with confidence.

Why Bond Data Matters Now

Prospecting and client reviews are most effective when you can evaluate what a client actually owns. Without bond-level data, many advisors relied on proxies or incomplete views.

With access to more than six million government, municipal, and corporate bonds, YCharts fills that gap. Each security includes over 30 attributes and over 30 performance metrics, from yield to maturity and duration to credit rating. Advisors and firms can now stop guessing and start analyzing the true structure of client and prospect portfolios.

Reach Out to Add Bond Data to Your Account

Prospecting With Clarity

For advisors, seeing real bond holdings creates a prospecting edge. By uploading a portfolio into YCharts, you can:

Identify risks in maturity, duration, or credit quality
Compare existing holdings to your recommended models or alternatives
Illustrate exposures with clear visuals that clients can understand

Bond data flows through Model Portfolios and Holdings Analysis, with detailed metrics available on bond quote pages. You can also analyze bond CUSIPs within the holdings tab of funds and ETFs, giving you a clearer picture of the fixed income exposure inside broader strategies. Combined with proposal-ready charts, you can move from analysis to action and show prospects exactly how your recommendations improve their portfolio.

And with Quick Extract, you can upload client or prospect statements in seconds, turning PDFs into portfolios ready for bond-level analysis.

Stronger Proposals, Stronger Conversations

Proposals often determine whether clients say yes. With bond data integrated, YCharts helps wealth managers deliver reports that reflect the whole picture, not just proxies. You can clearly show:

What the portfolio holds today
How it measures on risk, yield, and credit quality
How your recommendations improve alignment with client goals

For clients, this transparency builds trust. For advisors and firms, it strengthens differentiation in competitive situations and drives more business.

Start Winning With Bond Data

Whether you are prospecting for new clients, supporting a distribution team, or running reviews across an enterprise, access to bond data in YCharts helps you deliver sharper insights and stronger recommendations.

Whenever you’re ready, here’s how YCharts can help you:

1. Curious what’s included in bond data and how to access it?

Visit the FAQ page for coverage details and to request the add-on.

2. Interested in how other advisors are growing with YCharts?

Read Alan Cohen’s success story to see how proposals helped double his business.

3. Ready to try YCharts for yourself?

Start a no-risk 7-day free trial.

Disclaimer

©2025 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure

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