Income strategies, built with precision.
The Fixed Income Guru is a research and planning platform for bonds, income funds, dividend equities and bank-issued structured products. Learn the strategies, model the cash flows, then invest through your own broker.
What the platform will offer
We are launching in stages. Here is what members will get, and where each piece stands today.
Product library
Bonds, income funds, dividend equities and bank-issued structured products, each with its term sheet, risk profile and fees.
Screener and comparison
Filter by yield, risk, maturity, rating, currency and payment frequency. Compare products side by side.
Ladder and income builder
Build a bond ladder or an income basket and see a month-by-month calendar of expected payments.
Calculators
Yield to maturity, compound reinvestment, capital needed for a monthly income, tax-equivalent and real return.
Education by strategy level
Four levels, from government bonds and ladders to structured products, with quizzes and completion records.
Introduction to partner brokers
When you decide to invest, we connect you to the distributing broker. You trade in your own account.
How it works
- 01
Learn
Courses organised by strategy level, from government bond ladders to structured products.
- 02
Plan
Screen products, build ladders and income calendars, and compare options side by side.
- 03
Confirm
Declare your investor status, or that you have consulted a qualified advisor in your country.
- 04
Invest via your broker
You place the trade in your own account with the partner broker. We never take orders or hold client money.
Who it is for
Qualified and professional investors
Who want a disciplined way to build predictable income.
Investment advisors
Who need research, tools and product access for their clients.
Family and multi-family offices
Who manage income mandates across currencies and issuers.
Latest product ideas
See all ideasInflation-protected income ladder in BRL
A ladder of inflation-linked bonds that mature in different years, so part of the capital comes back every year while the coupons keep pace with inflation.
US Treasury ladder in dollars
A short ladder of US government bonds held in an international account, for investors who want dollar income and dollar-denominated capital.
Monthly income credit basket
A diversified mix of real estate and agribusiness receivables and listed credit funds, combined so that something pays every month.
Be first in line
Join the waitlist for early access to the product library, tools and founding-member pricing.