BondPilot deploys autonomous AI agents that monitor credit markets, detect portfolio drift, trigger rebalancing, and send you a morning brief — every day, without being asked.
Real-time monitoring of duration, sector, and credit quality drift. You set the thresholds — BondPilot enforces them automatically, 24/7.
Visualize and react to curve movements across governments, agencies, corporates, and munis. Know exactly when to ladder, when to extend, when to reduce.
Screen issuers across 250+ data signals daily. Catch rating downgrades, covenant violations, and ESG red flags before your clients read about it in the news.
Rebuild portfolios to your target allocations with one prompt or on a schedule. Reduce manual trading without sacrificing control.
Morning reports covering portfolio performance, market moves, and what your agent did overnight. Written in plain English — not financial jargon.
Every action is logged with timestamp, rationale, and outcome. Full audit trail for regulatory review — automatically maintained.
RIAs managing $100M–$2B in fixed income typically spend 15–20 hours a week on portfolio monitoring, rebalancing, and reporting. BondPilot's agents handle that work autonomously — so you can spend your time on client relationships and new business.
"The bond market is the largest, most important capital market in the world. And it still largely runs on Excel, Bloomberg terminals, and manual processes that were designed for a different era. We're not here to make the old tools slightly better. We're here to replace them."
Fixed income manages $130 trillion in assets. It deserves the same level of autonomous infrastructure that modern companies run on everywhere else. BondPilot is that infrastructure.
AI has been transforming equities for years. Fixed income is finally catching up — and the window for building in this space is right now.