The WMA - BondEvalue is an exclusive App for WMA clients. The App is a great new way to monitor your Bond Portfolio. It is your one stop bond portfolio management App which allows you to check the real trading prices of bonds, get new issue alerts, search for bonds that suit your preferences.
MANAGE YOUR PORTFOLIO:
Monitor your daily Portfolio performance by tracking the real time gains or losses made by the individual bonds present in your portfolio.
Switch between the bond’s daily price and invested amount changes simply by clicking the daily price. Click on issuer name to view the complete details of the bond like:
• Buy and Sell Prices/Yields
• Historical Price and Yield Graphs
• Industry type
• Credit Risk
• Country of Risk
• Amount Issued
• Amount Outstanding
• Issue Date
• Maturity Date
• Next Call Date
• Yield to Call
• Yield to Maturity
WATCH LIST: Keep track of the bonds you may wish to keep an eye on so that you can trade when the timing is suitable for you. You can also set Alerts on bond prices according to your requirement which are triggered when your set levels are breached.
SEARCH AND ADD: Search for the bonds that you wish to add to your Watchlist. Use criteria like yield range, maturity range, sector type, issuer and country of Risk. The bonds can also be searched based on if they are callable or perpetual.
INSTANT NEW ISSUES UPDATES: Keep a track of the latest issued bonds simply by clicking on the new issues tab to view the list of the 10 most recent issues bonds. Also, get notified for latest issues on your phone through the In-App notifications.
SELECTED LIST: Get bond recommendations from your RM and check their real-time prices on your mobile device along with all the required data points which help you decide on your next bond investment.