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v. For Portfolio Managers

Find value before the desk does.

OAS analytics, holder rotation flags, and credit deltas across your investable universe. Spot the relative-value trade two days before it shows up on the screen.

The OAS engine is the cleanest implementation I've seen outside of a quant shop. We replaced a six-figure analytics subscription and never looked back.PM, Tax-Exempt Fixed Income · $40B AUM

One license, not five.

A typical portfolio managers desk pays for several overlapping subscriptions. MuniPro consolidates the data, the modeling, and the reporting into a single workspace.

See pricing →
Bloomberg YAS / OAS1
Third-party OAS engine
eMaxx holder data
Internal screening sheet
Market-color emails
MuniPro
For Portfolio Managers
  • Verified data, intra-day refresh
  • Full BDT option pricing
  • Comp books & templated memos
  • 13F-derived holder analytics
  • API + warehouse export

Every portfolio manager's three pain points.

What you tell us in the demo. What MuniPro does about it.

i.

The Problem

"OAS calcs from the street don't agree and you can't see the assumptions."

What MuniPro Does

A transparent BDT binomial tree with editable curves, vol surface, and short-rate parameters. Audit every node.

ii.

The Problem

"Holder data shows up six weeks late, after the trade has happened."

What MuniPro Does

13F and N-PORT processed within hours of filing. See who's building, who's rotating, and how it correlates to spread moves.

iii.

The Problem

"Screening for relative value across a 5,000-line universe is a Friday night job."

What MuniPro Does

Saved screens that update intra-day. OAS rich/cheap, credit-spread Z-score, holder concentration, and rating drift — pick your axes.

The workflow.

Four moments · One platform
07:30

Morning screen

OAS rich/cheap across your universe overnight. Top 20 movers flagged with credit context.

09:00

Drill into a name

Holder rotation, ratings trajectory, recent trades, and the BDT tree behind the OAS — all on one page.

11:00

Trade

Export the line item to your OMS. The trade ticket carries the OAS rationale and source data with it.

Quarterly

Attribution

Trades you sourced via MuniPro tagged for attribution. Show alpha contribution to your CIO.

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See it on your last deal.

30 minutes. We rebuild your most recent portfolio manager workflow live, so you can see exactly what changes.

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