Creating a Laddered Portfolio

After you have created a results set of offerings through Quick Picks, Search Offerings or some other method you can create a Laddered Portfolio.

To create a Laddered Portfolio:

  1. Select the boxes in the far left column of the results set for the bonds you would like to include in the portfolio. To select all bonds retrieved by the search, leave the individual boxes unchecked.

  2. Click the Build Ladder button.

The Laddered Portfolio page displays the bonds you selected.

  1. Click the Override arrow found above the Basis column to globally change the table values, or manually change each value as necessary for each bond listed.

  2. Click Calculate to analyze the portfolio using any new information entered.

The completed portfolio displays the bonds you selected. You can now begin an Order Ticket for a specific bond by clicking the Buy link under the Order column on the Results screen.