The TradingView Bond Screener

The TradingView Bond Screener

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The video introduces the brand-new Bond Screener on TradingView, a powerful tool designed to help users discover, analyse, and track bonds with precision and ease. The screener enables filtering of over 197,000 bonds globally by various criteria such as bond type (corporate, sovereign, agency), issuer country, ratings (e.g., AAA for highest credit quality), coupon rate, maturity, seniority, and many more features relevant to bond investors. This allows users to narrow down bond options to those matching their investment strategies or risk profiles.

Technically, the screener offers advanced filter management, allowing users to activate, customize, and save multiple filters simultaneously. Results are displayed in a customizable table format, providing a clear overview with sortable columns for attributes like coupon percentage, yield to maturity, issue amount, maturity dates, and credit ratings. Users can access detailed bond profiles with key terms, news, and charting capabilities integrated directly into TradingView. Bonds can be charted similarly to stocks, enabling technical analysis on price movements, volume, and yield trends over various timeframes, enhancing bond market insights.

Fundamentally, the tool accentuates the essential bond market concepts: bonds represent debt issued by entities (governments, corporations) that pay interest (coupons) and return principal at maturity. Investors use bond ratings, coupon frequency, yield-to-maturity, and maturity terms to assess risk and return potential. For example, AAA bonds indicate highest creditworthiness, while higher coupons or yields might suggest elevated risk. The screener helps users identify bonds fitting specific risk tolerances and income requirements, supporting strategic investment decisions.

The video demonstrates real use cases like filtering US corporate bonds with minimum coupon and yield thresholds, finding large issue bonds for liquidity assessment, and analyzing specific issuer bonds such as Apple or Microsoft. It also highlights the importance of currency denomination awareness in bond selection and the ability to study bond price trends via TradingView’s charting interface, which can reveal market sentiment and trading activity.

Overall, the TradingView Bond Screener is presented as an advanced, user-friendly platform tool that combines fundamental bond market principles with technical analysis capabilities, empowering investors and traders to efficiently navigate the vast bond universe for tailored portfolio construction and risk management.

1. Overview

This video is a comprehensive tutorial on the TradingView Bond Screener, a powerful tool for finding and analysing bonds. It is designed for traders and investors familiar with the TradingView platform who want to expand their analysis to a new asset class. The briefing explains what bonds are, how to use the screener’s technical features, and the fundamental reasoning behind the filtering process.

2. Fundamental Concepts

• What is a Bond? [00:36] A bond is a form of debt. An entity (a company or country) issues debt by accepting money, attaching an interest rate (coupon) to it, and agreeing to pay it back over a set period.
• Asset Class: [01:52] The screener integrates bonds as a fully-fledged asset class alongside stocks, ETFs, and crypto on TradingView.
• Risk vs. Reward: [08:45] A key fundamental concept highlighted is that a high coupon (high interest payment) often exists for a reason, implying higher risk. Investors must research why the yield is so high.

3. Technical Functionality: The Screener

The video details the technical steps to navigate and filter over 197,000 bonds [01:04].

• Access: Products -> Screeners -> Bonds [00:10].
• Primary Filters: Users can immediately segment the market by broad categories:
  • Corporate: Bonds issued by companies [01:17].
  • Sovereign: Debt issued by governments [01:30].
• Adding Custom Filters: [02:16] Users can add filters not present in the main tabs, such as Issuer Country, to narrow the search (e.g., filtering for only US-issued bonds).
• Preset Filter Tabs: The screener organizes detailed filters into logical tabs:
  • Ratings: [04:02] Filter by credit rating from agencies like S&P.
  • Coupon: [04:50] Filter by the interest rate percentage, payment frequency (e.g., semi-annual), and type (e.g., fixed).
  • Amount: [05:54] Filter by the size of the bond issue (which can imply liquidity) and, crucially, the minimum denomination (the smallest amount an investor can buy) [06:43].
  • Security Info: [07:20] This is a critical tab for filtering by time and return.

4. Applying Fundamental & Technical Reasoning

This section details how to combine the tool’s features with financial reasoning for training.

• Filtering by Risk (Ratings):
  • Reasoning: [04:23] An investor seeking safety can filter for AAA-rated bonds. This rating signifies the highest probability that the bond will be paid back in full.
• Filtering by Time (Term to Maturity):
  • Technical: [07:26] The “Term to Maturity” filter allows users to find bonds that fit their specific time horizon, from bonds expiring today (0 days) to extremely long-duration bonds (e.g., a 96-year bond from Northfolk Southern [07:51]).
  • Example Workflow: [10:23] An investor looking for short-term income could filter for bonds maturing in “6 to 12 months.”
• Filtering by Return (Coupon & Yield to Maturity):
  • Coupon %: [08:30] Allows filtering for specific income levels (e.g., >5% or >10%).
  • Yield to Maturity (YTM): [09:04] This is a key fundamental metric. The video explains YTM as the total return one can capture, which includes both the coupon and the price difference between the current market price and its maturity (par) value [09:25]. This is a more complete measure of return than the coupon alone.
• The Power of Combined Filtering:
  • Workflow Example: [09:49] The tutorial demonstrates narrowing the entire bond universe to just 12 symbols by combining specific criteria:
    1. Type: Corporate
    2. Return: YTM > 10%
    3. Income: Coupon > 5%
    4. Frequency: Semi-Annual
    5. Duration: 6-12 Months
    6. Location: United States

5. Advanced Analysis: Charting & Symbol Pages

The screener is fully integrated with TradingView’s other analysis tools.

• Symbol Page: [12:42] Clicking any bond in the screener opens its dedicated symbol page, which contains key terms, classifications, and related news for fundamental research.
• “See on Super Charts”: [13:15] This is the most powerful feature, allowing users to perform technical analysis on bond prices.
  • Technical Charting: [14:24] The chart displays the bond’s price as a “percent of par.” This fundamentally differs from a stock chart. It shows if the bond is trading at a discount (<100%), at par (100%), or at a premium (>100%).
  • Applying Indicators: [13:47] Users can apply all standard technical tools (line charts, candlesticks, volume, indicators) and change timeframes (weekly, daily) just as they would with a stock.
  • Paired Analysis: [16:11] The tutorial shows how a trader can watch Tesla’s stock chart and simultaneously analyse the Tesla bond chart [16:18] or analyse MicroStrategy’s bonds that were used to finance Bitcoin purchases [18:06]. This allows for a deeper, multi-asset analysis.
• Direct Search: [15:14] Users can also bypass the screener and search for bonds (e.g., “Apple” or “mstr”) directly from the chart’s symbol search bar by selecting the “Bonds” filter.

6. Key Learning & Training Takeaways

• The Bond Screener is a tool for systematic filtering based on an investor’s specific goals (safety, income, duration).
• It combines fundamental data (Ratings, YTM, Coupon) with technical analysis (charting percent of par).
• The ability to save screens [19:48] and export results [20:06] makes it an efficient tool for repeatable research and portfolio management.

Disclaimer

The content of this blog is for educational and training purposes only and does not constitute financial, trading, or investment advice. Past performance of technical indicators or trading systems is no guarantee of future results. Trading and investing always involves risk, including loss of principal. Use your own judgement and/or seek advice from a qualified professional before acting on any ideas discussed herein. The aiTrendview brand and its affiliates accept no liability for any trading losses or other damages resulting from the use of this material.