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Bonds
Bonds and bond funds: track your holdings, your coupons and their maturities.
Bonds often play a stabilising role in a net worth: regular coupons, a maturity date known in advance, less volatility than a share. You still need to keep an overview of the bonds you hold, their payment dates and their maturities, rather than a single line buried in a broker statement.
Finvygo brings your bonds and bond funds together with the rest of your net worth: coupons received and upcoming, key dates, valuation over time. No bank connection, fully private, just like any of your other assets.
What you can do
Add your bonds
Individual bonds and bond funds, held directly or through an account.
Track coupons
Keep an eye on coupons received and upcoming.
Maturities
See the maturity dates of your holdings.
Valuation
Follow the value of your bonds over time.
Why track your bonds?
A bond is not an asset you check every day: its price barely moves, its coupon falls on a fixed date, and its repayment arrives at a known maturity. That is exactly what makes it a useful stabiliser in an allocation, provided you know precisely what you hold and when each maturity falls due.
Without a consolidated view, coupons received get lost in a broker statement and maturity dates are kept in your head. Bringing your bonds together with the rest of your net worth shows the real share bonds represent in the whole, and lets you anticipate upcoming maturities instead of discovering them after the fact.
How Finvygo handles bonds and bond funds
A bond is tracked either directly or within an account, a life insurance policy or a retirement account, for example, depending on how you hold it. Each bond carries its own characteristics: coupon rate, payment frequency, maturity date, issuer type (sovereign, corporate, convertible) and rating where one exists.
Coupons already received and those still to come are estimated from these characteristics, and a notification warns you as the maturity date approaches. The bond's valuation is tracked over time, so you can see its evolution alongside the rest of your bond portfolio.
Frequently asked questions
What types of bonds can I track?
Sovereign, corporate or convertible bonds, listed or held through more direct arrangements such as crowdlending or peer-to-peer loans. Each bond carries its coupon rate, payment frequency, maturity date and, where one exists, its rating.
How are coupons tracked?
Coupons already received are recorded, and upcoming ones are estimated from the rate and frequency you enter for each bond. You keep a view of income already collected and income still to come.
Can I see my bonds' maturity dates?
Yes. Each bond's maturity date is shown on its page, with a notification as the date approaches, about a month, then a week beforehand, so you can anticipate the repayment of principal.
Are bond funds and bond ETFs supported?
Yes, just like bonds held directly. Their valuation is tracked over time and folds into your overall net worth like any other asset.
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