Analysis Flowchart
Sequential veto-gate framework with 4 critical phases
• Phase 2: Real Money Gates
• Phase 3: Risk Filters
• Phase 4: Final Decision
Valuation Screener
6-step framework with detailed risk analysis
• Valuation Check
• Risk Filter Analysis
• Investment Decision
Bond Screener
Multi-step evaluation with currency and inflation risk
• Inflation Risk Check
• Currency Risk Assessment
• Credit Risk Evaluation
Complete Evaluation
7-phase comprehensive bond analysis
• Core Metrics Calculation
• Real Returns Analysis
• Interest Rate Risk
Screener Pro
Advanced scoring system with comprehensive metrics
• Coupon & Yields
• Real Metrics (Inflation-Adjusted)
• Volatility & Credit Risk
Framework Comparison
| Tool | Complexity | Best For | Framework |
|---|---|---|---|
| Analysis Flowchart | Medium | Quick pass/fail decisions | 4-Phase Veto Gates |
| Valuation Screener | High | Detailed fair price analysis | 6-Step Framework |
| Bond Screener | High | International bonds with FX | 6-Step Multi-Risk |
| Complete Evaluation | Expert | Institutional analysis | 7-Phase Decision Matrix |
| Screener Pro | Expert | Scoring and ranking | 7-Step Scoring System |
How to Choose
1. Analysis Flowchart: Best for quick decisions based on critical gates. Stops analysis as soon as a dealbreaker is found.
2. Valuation Screener: best for detailed calculated valuation. Great for domestic bonds with clear YTM benchmarks.
3. Bond Screener: Best for analyzing international bonds. Accounts for currency depreciation and home inflation.
4. Complete Evaluation: Institutional-grade analysis with 7 phases covering real returns, interest rate risk, and credit risk.
5. Screener Pro: Best for relative scoring. Ranks multiple bonds comparatively using a points-based system.
Methodology
All tools utilize real-time server-side processing to protect proprietary financial logic.
Calculations account for inflation, credit spreads, and duration-matched required yields.