A short guide to the main workflow in Fidelis Explorer.
Fidelis Explorer displays FIDELIS listings and public market data from the latest verified local snapshot.
The snapshot contains available issues together with market prices, coupon rates, maturity dates and other bond details used by the calculation engine.
When a newer snapshot is published, the application uses it automatically after the local database is updated.
Important: New FIDELIS issues appear only after they are officially listed for trading on BVB and included in the next verified snapshot.
Open Editions to review the available FIDELIS bonds, compare their characteristics and inspect detailed information for each issue.
You can use filters, sorting, bond details, Reference YTM, Trade YTM and other market indicators to compare the available instruments.
From this section, use Add to My List for bonds that you own or want to track in your personal portfolio.
My List is your personal portfolio inside the current browser session.
For each holding, enter the quantity and, where relevant, the acquisition type, purchase date and purchase price.
Fidelis Explorer then uses this information to calculate portfolio values such as remaining coupons, remaining principal, YTM, economic income and portfolio statistics.
Your portfolio is not stored in a central user database.
After adding holdings, use the following areas:
Use Export Portfolio to save a local backup of My List as a JSON file.
Use Import Portfolio to restore that backup later or move the portfolio to another browser or device.
Because Fidelis Explorer does not use user accounts or cloud portfolio storage, the exported file is the safest way to preserve your portfolio if browser data is cleared.