Canadian rate-reset & floating preferreds — yield to reset, current yield, yield to worst
5-yr GoC bond yield: —
3-mo T-bill: — rates not yet loaded
Manual entry
Look up issuer (IR page)
Read prospectus PDF
Import script results
Fetches the page server-side (to dodge browser CORS blocks) and strips it to plain text — no AI, nothing paid. Only a handful of major issuers are pre-loaded with a known IR URL; for anything else, use the Google button to find the right page, then paste its URL here. For "Parse with AI," type the specific series ticker (e.g. RY.PR.S) rather than just the issuer name — issuer pages often list a dozen+ series at once, and a specific ticker lets Gemini's live search target the right one.
Extracts the raw text from the PDF entirely in your browser (via pdf.js) — nothing is uploaded anywhere. No AI parsing, so it can't auto-fill the form, but it will try a couple of simple pattern guesses (rate %, dates) that you should verify. Read the text below, then switch to Manual entry and type in the confirmed terms.
Reads the preferred_terms_summary.json file produced by the extractor.py script (run locally against SEDAR+ or manually-downloaded prospectus PDFs). Each entry shows up below for review — click to add to the watchlist.
Ticker
Type
Price
Current yld
Yld to reset
Yld to worst
Next reset
Nothing on the watchlist yet. + Add holding to get started.