Comparing Bonds

The Bond Compare overlay contains features that enable you to compare up to five bonds. The overlay also gives you the ability to:

Change sales credit information and update prices and yields.
Print a comparison report.
Start a Buy order for any of the bonds included in the comparison.

To compare bonds:

Select the check box associated with each bond you want to compare in the Search Results page, the View List- [List Name] page, or the Account Positions page.

The first bond you select is assumed to be the "reference" bond, the bond against which the others are compared.
Click Compare Selected. The Bond Compare overlay is displayed. Red and green arrows indicate how the reference bond compares against the other bonds included in the comparison. View an example?

The numbers correspond to the steps in this procedure.
Change the reference bond as necessary. Drag the column containing the new reference bond to the left-most bond column in the overlay.
Use the Collapse () and Expand () icons to hide and display the comparison data presented in each of the expandable/collapsible sections.
Click the Delete icon () to remove any bonds from the comparison as desired.
Enter, recalculate, and compare new values as desired.
1. Enter a value in the Sales Credit and/or Sale Credit Basis fields in the Yield Calculator (Ask) section for one or more of the displayed bonds.
2. Click Recalculate. Price and yield fields are updated in the Price/Yield (Ask) section.
Print the results of the bond comparison as desired.
1. Click the Print button in the lower right corner of the overlay. A browser window opens to display an HTML-formatted report of the Bond Compare overlay data.
2. Click the Print link in the browser window to send the report to your printer.
3. Click the Close link to close the browser window.
Start a Buy order for any of the bonds being compared, as desired.
1. Click . The Buy Security Ticket page is displayed.
2. Complete the order entry process.