Fixed income

Fixed Income panel provides a focused view of Fixed income instruments (e.g., bonds). It allows exploring and filtering instruments by issuer, maturity date, coupon rate, type, sub-type, country, and fractional availability. Instruments are grouped in a broker-defined list and can be updated dynamically based on user-selected filters.

The panel can be found in the Tools -> Fixed income and has the following view:

Toolbar

Toolbar of the panel consists of the following elements:

• Search symbol or issuer - text field for searching instruments by their Symbol or Issuer;

• Maturity date – dropdown menu for filtering instruments by their Maturity date. Available options:

  • 1 year or less;

  • 1–3 years;

  • 3–5 years;

  • 5–10 years;

  • 10–20 years;

  • 20+ years.

• Coupon rate – allows filtering instruments based on their coupon rate (%). Enter a minimum and/or maximum value to define a range:

  
• Type – dropdown menu to select one or more Fixed income types;

• Sub-type – dropdown menu to filter by specific sub-types of Fixed income instruments;

• Fractional – dropdown menu for selecting whether to show instruments that support fractional trading. Available options:

  • All - activates both Allowed and Not allowed checkboxes;

  • Allowed - shows instruments with allowed Fractional trading;

  • Not allowed - shows instruments with restricted Fractional trading;

• Country – dropdown menu to select one or more countries of issuance;

• Search – applies selected filters and updates the list of instruments in the panel;

• Reset – clears all filters and returns the list to its default state.

Note that each filter can be removed individually by clicking the 'X' button:

Columns

The table in the Fixed Income panel consists of the following columns:

• Symbol – displays the instrument’s trading symbol;

• Description – shows the full name or description of the instrument;

• Issuer – indicates the name of the entity that issued the instrument;

• Coupon rate, % – the annual coupon interest rate paid by the instrument;

• Maturity date – the date on which the instrument matures;

• Type – general classification of the instrument (e.g., Government or Corporate);

• Sub-type – additional classification for the instrument (e.g., Callable, Bullet);

• Fractional – indicates whether fractional trading is allowed for this instrument;

• Country – shows the country of the issuer.

Each column in the table supports sorting. You can click on a column header to sort the list in ascending or descending order:

Context menu

Right-clicking on an instrument opens a context menu with the following options:

• View – shows or hides the toolbar (enabled by default);

• Order entry – opens the Order entry panel for the selected instrument;

• Chart – opens a Chart panel for the selected instrument;

• Add to watchlist – allows adding selected instrument to a watchlist;

• Symbol info – opens the Symbol info window with detailed information about the instrument;

• Export – exports the current list of instruments;

• Group by – Allows grouping instruments by the following parameters:

  • Issuer;

  • Maturity date;

  • Type;

  • Sub-type;

  • Country.

• Settings – opens additional settings window for Fixed income panel.

Settings

The Settings window is accessible via the Context menu → Settings option:

Settings window is divided into 3 main tabs: General, Columns and Coloring rows.

General

The General tab allows you to customize the appearance and behavior of the table. It consists of two sections:

View

This section allows you to configure the table’s font and grid behavior:

• Font – select the font family, size, and style (bold) used for displaying the table content;

• Autosize of columns – automatically adjusts column widths to fit their content;

• Auto re-sorting – if enabled, the table will re-sort automatically when new data is received;

• Show toolbar – shows or hides the panel’s toolbar with filters and search options.

Colors

This section allows you to change the colors of various parts of the table:

• Table / Grid – background color of the table and grid lines;

• Row – text and background color for regular rows;

• Selected row – text and background color for the currently selected row;

• Header row – text and background color for the column headers.

Columns

The Columns tab allows you to manage which columns are displayed in the Fixed Income table and to customize their appearance:

Coloring rows

The Coloring rows tab allows you to create custom color schemes for highlighting specific rows in the table based on defined conditions.