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Selecting Fixed-Income Trading Platforms for Low-Volume Buy-and-Hold Portfolios

Article Quant Q&A · Author: Owe Jessen
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Summary

The document describes a platform search for a client focused mainly on fixed-income securities held to maturity. The stated requirements include user-level and portfolio-level trading limits, Bloomberg data connectivity, and valuation of plain-vanilla and callable bonds. Trading activity is low, with only occasional equity trades and no derivatives requirement.

Two replies point to commercial systems as possible starting points: Findur, which may need customization, and ION MarketView, whose historical strength was in the interdealer government-bond market. The discussion offers examples rather than a systematic comparison, implementation assessment, or independent evaluation. It does not establish whether either platform currently meets the requirements, nor does it address costs, integration details, callable-bond valuation methods, or support for occasional equity trading. Readers should treat the recommendations as leads to investigate rather than verified product guidance.

Key ideas

  • Platform requirements can include trading limits at both user and portfolio levels.
  • Bloomberg connectivity and fixed-income trade valuation are central needs in this example.
  • A low-frequency, mostly hold-to-maturity workflow can shape platform selection.
  • The suggested vendors are starting points, and customization or coverage gaps may matter.

Tags

Fixed incomeExecutionRisk management
Full text
# Market overview trading platforms (with OTC)


# Market overview trading platforms (with OTC)












I am searching for a trading platform for a client. It must include control of trading limits (per user and with regard to the clients portfolio), connection to Bloomberg data, ability to value offered trades on fixed income products (plain vanilla and callables). No derivatives, and only occasionally equity. Trading is very low frequency, < 50 per day. About 99% of the assets are hold to maturity. I would appreciate any pointers.

## Answer by Dmitry (score 3)

https://quant.stackexchange.com/a/9682

Look into OLF's Findur http://www.olf.com/software/financial-capital.html highly customizable trading platform, will not give you everything you mentioned out of the gate but has capability to get there with some development effort

## Answer by osullivj (score 0)

https://quant.stackexchange.com/a/10040

ION's MarketView will do a lot of that too, but they didn't have equity coverage last time I looked. Historically the firm came out of the inter dealer EGB market (MTS).

Shown in full with attribution under the source's licence. Licence: CC BY-SA 4.0 (Stack Exchange)

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.