Use case · Debt & investment advisory
How do I automate the rates market update I send clients every week?
It's Tuesday morning, so it's the same routine as Friday: one tab for treasury yields, another for swap rates, a third for the forward curve, a message to the colleague who has the terminal seat for the bond comps; paste it all into the deck; fix the axis labels; send. Your client asked for this twice a week for the life of the refinancing — and every edition, you rebuild it by hand. Whether yours goes out twice a week, every Monday morning, or once a month after the central-bank meeting, the routine is the same.
Last updated: July 2026
Build the update once as a dashboard that refreshes itself. Configure your curves, historical rate tables and bond comps as widgets, export a PDF when the update is due, and let the Claude connector draft the commentary. BlueGamma is an interest rate data and pricing platform used by 80+ financial institutions for swap rates, forward curves and cap pricing across 30+ currencies.
How you're probably doing it now
Most advisory teams assemble the client update by hand, from a patchwork of sources that were never meant to feed a recurring deliverable:
Manual pulls from free websites
One tab for treasuries, another for swap rates, a third for the forward curve, screenshots for the bond comps. Free sources update on a lag (some every two hours, some the prior day), carry no commercial-use licence, and each pull is 30–60 minutes of copy-paste that produces exactly one edition of the update. One lender's operations team put it plainly: "we literally go into, like, nine different sources to get our rates — which are not always accurate."
No memory of past curves
The chart clients actually read is the curve now vs one or three months ago, but free sites only show today's. So teams keep a private archive of downloads and "rely on the last time we downloaded a forward curve" — and if the actuals series and the forward curve come from different sources, they don't even meet: the join has to be manually married up, sometimes 10bp apart.
One shared terminal — if your firm has one at all
Where the data is good but the workflow punishes you for using it. At one global debt advisory team the single terminal seat sits in another country's office: "we have to message them, and sometimes when they're busy it can take time to get back to us." At another, "someone downloads data from [the terminal] and sends it out — and so it's not dynamic."
A DIY digest bolted onto a general AI assistant
One infrastructure advisor, between terminal seats, scheduled a general-purpose AI to email him a weekly rates overview. It proved the appetite for the deliverable, but not the numbers: a model's recollection of rates is not a curve as of this morning.
Rebuilding the same deck every time
Because none of these sources remembers what your update looks like. "There's a slide that I know we produce quite a lot, related to interest rates — it's quite standard, we do some small variation of it," as the head of data at a renewables advisory firm put it. The layout, the tenors, the comps list, the date alignment: reconstructed by hand, edition after edition.
"One of the ugly ways that they are inflating their price is reducing the caps of data you can extract — not necessarily increasing the price, reducing the amount of data you can extract. So then you're gonna hit the cap, pay more… It's a hidden tax."
— Partner at a Nordic debt advisory firm, on premium-terminal extract caps (customer call, April 2026)
That's the trap in scaling a manual update off a terminal: the input you need most — bulk extracts of curves and time series, twice a week — is exactly the input that's metered. And because the licence is per terminal, every extra person who wants to touch the data is another seat: as one advisor summarised the market, with the legacy vendors "you end up with licensing hell, unfortunately, because it's a per-terminal licence."
How teams describe this
The same complaint, in the words of the people who run recurring client updates today:
"It's a little bit clunky to access that information [through a free rates site], so we have to rely on the last time we downloaded a forward curve — looking at forward curves now versus what the forward curve was a month ago, or two months ago, or three months ago."
Director in the debt advisory team of a global investment bank, on the curve-comparison chart in their client packs
"The data bit we're doing manually… someone downloads data from [the terminal] and sends it out. And so it's not dynamic."
Partner at a hedging advisory firm, on their client rate updates
"We do have one [terminal] across that debt advisory team, and it sits in another office… we have to message them, and sometimes when they're busy it can take time to get back to us. It would be useful to get live day-to-day data."
The same debt advisory team, on the one-shared-terminal bottleneck
"It's quite frustrating how many places you have to look to get it all… I wanted a very high-level market commentary in terms of current rates, what the outlook is and important meetings coming up — a fine 5-minute read on a Monday morning."
Advisor at a Gulf-based infrastructure investment & advisory firm, who had rigged a general AI assistant to send himself a weekly rates digest
"We literally go into, like, nine different sources to get our rates — which are not always accurate."
Operations lead at an asset-based lender, on assembling daily lending rates
"There's a slide that I know we produce quite a lot, related to interest rates… it's quite standard, we do some small variation of it. Maybe we could give it a try to see if this could be built with an AI."
Head of data at a renewables financial advisory firm with ten offices, on the recurring rates slide in client decks
The BlueGamma version: build it once
This is the workflow one infrastructure advisor set up live on a 30-minute call, for a client refinancing that requires a market view every few days:
"What we don't want to do is go into BlueGamma every time and pull it out every three days."
— Associate at a Gulf-based infrastructure investment & advisory firm, describing a twice-weekly client refinancing update (demo call, June 2026)
Create a custom dashboard
In the app, Create Dashboard → start from the demo rates dashboard or from scratch. Add the widgets your update reports on: Forward Curve (one benchmark) or Forward Curve Comparison (several on one chart), a Historical Swap Rates table with the changes, and live government bond yields. It's all in the browser — no install, no per-terminal seat. As one Swiss debt advisor put it: "I sit with a client in a meeting room somewhere and I just wanna look at the current rates right now — that's super easy. I don't have to start anything up."
Add the "what changed" overlays
Overlay today's curve against the curve as of one month, three months or a year ago — the comparison teams used to reconstruct from archived downloads. The same Swiss advisor, looking at the SARON curve: "the dark blue is the current curve and the lighter blue is one year ago — that's crucial information that I need to advise my clients." Historical actuals and the forward curve come from the same source, so the series meet where they should — no manual marrying-up of a 10bp gap at the join.
Add your bond comps
Build the comparables list once in Bond Comps — search each ISIN, add it to a saved list — then drop the Bond List widget onto the dashboard. Yields to maturity update with the market; the list itself never needs rebuilding.
Layer in the client-specific curves
Covering a Gulf deal? Add the 3-month EIBOR forward curve as its own chart. Australian clients? AUD BBSY around the central-bank meeting — "what's the cash rate done, what's the [bank-bill] curve done, so what should you do with your short-term stuff?" is exactly the structure one agricultural-finance consultancy uses for its monthly newsletter. Nordic cross-border deal? Cross-currency spreads. A global capital markets team keeps one page with "all of the rates that are relevant for that geography" for its managing directors.
Export the PDF — or keep your own template live
Dashboard menu → Export → Download as PDF. Every widget, as of right now. Prefer your own branding? Download the aligned time series from any chart, or feed your workbook with =BG Excel formulas so the charts keep "all the right fonts and sizes" and refresh on open — the route one newsletter team chose after starting with screenshots. BlueGamma does the date-matching for you.
Let AI draft the commentary — and even the slide
Connect the BlueGamma MCP connector to Claude (Settings → Connectors → add connector — it's read-only, BlueGamma pushes data to you and reads nothing back). Then a scheduled task like "write me a report with some commentary on the daily movements in swaps" lands a grounded, data-backed draft in your inbox before you've opened the deck. Teams working in slides go further: "add a new slide with a 10-year gilt, 10-year [swap] for the last two years — make it nice formatting," as one UK debt advisor sketched it.
"You could just set up a task to… write me a report with some commentary on the daily movements in swaps… It'd just be that they're in my inbox on a daily basis. I don't have to log in, I don't have to download anything. It just goes and does it."
— Head of capital markets at a UK consumer-lending fintech, on the BlueGamma MCP connector (demo call, April 2026)
"That market commentary wording… was spot on. That's exactly what I pretty much said [to a client] the other day — you're getting pretty good value by extending tenor with very little term premium being shown in the shape of the curve. That's AI, right?"
— Partner at a hedging advisory firm, reacting to an AI-drafted 3/5/7-year hedging deck built on BlueGamma data
The same partner's caveat is worth keeping: the AI draft is "the skeleton of the deck" — you still add the macro backdrop and the scenario analysis. It removes the data assembly and the first draft, not your judgement.
For this task: BlueGamma vs the way you do it now
| Manual pulls from free sources | Premium market-data terminal | BlueGamma dashboard | |
|---|---|---|---|
| Effort per edition | 30–60 min of copy-paste, every time | Re-run extracts, rebuild the deck | Open dashboard → export PDF |
| Data freshness | Prior-day or ~2-hour lag on key free pages | Live | Live (~30-second refresh) |
| Extract / download limits | N/A (but no bulk data at all) | Metered extract caps — "a hidden tax" | No extract caps |
| Curves + swap rates + bond comps in one view | No — separate sources, dates don't align | Yes, but assembled manually per update | Yes — saved dashboard, date-aligned |
| Curve now vs 1 / 3 / 12 months ago | Only if you archived your own downloads — "we rely on the last time we downloaded a forward curve" | Yes, rebuilt manually per update | Native overlay — pick the as-of dates on the chart |
| Team access | Anyone (with the tabs open) | Per-terminal seat — often one shared login, sometimes in another office | Browser-based, team plans — no per-terminal licence |
| Gulf / Nordic / Swiss / AUD benchmarks (EIBOR, SAIBOR, STIBOR, NIBOR, SARON, BBSY) | Barely any public-domain data | Yes | Yes — 30+ currencies |
| AI-drafted commentary from the same data | No | No | Yes — MCP / Claude connector |
| Licence to use in client materials | Typically none for commercial use | Yes (within terminal terms) | Yes — advisory use is the core case |
| Price anchor | Free — you pay in analyst hours | ~$2–3k/month per terminal + fees | Monthly subscription, no long contract |
There is a fourth pattern worth naming: a subscription rates-widget service at roughly $200–300/month that powers a client-facing rates page and daily email — "updated a couple of times a day at the most, so it's not live or real time," in the words of one US hedging advisory principal who runs one. That firm's honest framing of the client update is instructive: the rates content is the reason clients open the email and "pick up the phone." The update is your marketing engine — which is exactly why rebuilding it by hand, edition after edition, is the wrong place to spend advisory hours.
Built live, on the call
A Gulf-based infrastructure advisory firm was supporting a client refinancing — with a possible bond take-out — and the client had asked for a market view every few days: where treasuries sit, swap rates, the EIBOR forward curve, and yields to maturity on comparable bonds. The advisor's opening request was simple: stop rebuilding it. On a single 30-minute call, they set up a custom dashboard with the forward curves, a historical rates table and a saved bond-comps list, tested the PDF export, and left with the recurring update reduced to an open-and-send.
"Perfect. Looks good… I think this is quite helpful. I think we can use this as a starting point." — the same advisor, end of that call
A Nordic debt advisory firm runs recurring client market updates the same way — dashboards with swap rates, forward curves and cross-currency basis charts ("we usually do it for a market update anyways"), exported and dropped into their own template.
The pattern holds at every frequency. An Australian agricultural-finance consultancy structures a monthly client newsletter around the central-bank meeting — cash rate, the BBSY curve, "where's the opportunities and where's the risks you have to manage" — starting with chart screenshots and moving to branded =BG Excel charts. A UK commercial real-estate loan-intelligence platform adds live SONIA and swap rates as "a high-level masthead" to its Monday-morning refinancing briefing. A Swiss insurance consultant publishes monthly rate-evolution graphs from swap and sovereign time series to LinkedIn and his website; a UK mortgage broker turns the 2-year and 5-year swap moves into social content on where mortgage rates go next. Same dashboard-first build, different send button.
One debt advisory director ran a whole session from a temporary laptop with no Excel installed: "My mouse won't connect… I've got no Excel… but thank God BlueGamma is a web browser app, so no issues there." When the update is due in an hour, browser-based matters.
The hard facts
=BG formulas), JSON API, and an MCP connector for Claude. Browser-based — no install, no per-terminal seat.FAQs
Yes. Build the update once as a BlueGamma custom dashboard — forward curves, historical swap rates, live rates and a bond comps list — and it refreshes itself: widgets pull current data on every open, with swap rates on a ~30-second cycle. When the update is due, export the dashboard as a PDF or download the underlying data into your own deck template. The same setup serves weekly briefings, monthly newsletters and daily rate emails.
Yes. From the dashboard menu, choose Export → Download as PDF. The export captures every widget — curves, rate tables and bond lists — as of that moment. Many advisory teams instead download the time series and drop them into their own branded template; both routes are supported.
Yes. BlueGamma ships an MCP connector for Claude (and other MCP-capable assistants). You can ask for a report with commentary on the daily movements in swaps, delivered on a schedule, or have the assistant build a slide directly in your deck — for example a 10-year government yield vs 10-year swap chart over the last two years, as of a date you choose. Because the data comes from BlueGamma live, the numbers are grounded rather than remembered; one advisory partner reviewing an AI-drafted deck said the commentary "was spot on — that's exactly what I pretty much said to a client the other day." The connector is read-only: it pushes data to you and reads nothing from your side.
Forward curves and forward-curve comparisons, historical swap rate tables and overlays, live swap rates, government bond yields, a bond comps list you define, FX spot and forwards, inflation forecasts and cross-currency spreads — across 30+ currencies including SOFR, SONIA, EURIBOR, SARON, EIBOR, SAIBOR, STIBOR, NIBOR and AUD BBSY.
Yes — this is a native chart, not something you reconstruct. Overlay the current curve against the curve as of any prior date (one month, three months, a year ago) in one view. Teams that relied on free sites had to keep re-downloading and archiving curves themselves — "we have to rely on the last time we downloaded a forward curve" — and manually stitch actuals to forwards when the two sources disagreed by 10bp at the join. In BlueGamma the historic curve is just another line on the chart, from the same source as the forwards.
Yes. The Excel add-in pulls live and historical rates into your own workbook with =BG formulas, so charts keep your fonts, sizes and branding and refresh on open. One agricultural-finance consultancy starts with dashboard screenshots in its monthly client newsletter and graduates to fully branded Excel charts fed by the add-in; the JSON API does the same for web content.
No. BlueGamma is browser-based with team plans, so anyone can open the dashboard — no per-terminal licence, no installed software. That removes the one-shared-terminal bottleneck where a whole advisory team queues behind one seat in another office ("we have to message them, and sometimes when they're busy it can take time to get back to us").
BlueGamma sources rates directly from a leading regulated interdealer broker — the same source the major terminals use — so swap rates typically tie out within about a basis point of terminal values. Crucially for a recurring update: there are no extract caps, so pulling the same curves twice a week never runs down a quota.
Advisory use — charts and rate tables inside client updates, newsletters, pitch materials, decks and social posts — is a core supported use case, and unlike terminal licences it is not per-seat. If you plan to redistribute raw data systematically (for example inside a software product, or as a live masthead on your own platform), that is a separate licensing tier; tell us and we will define it in the contract up front rather than surprise you later.
Term SOFR itself is licensed by its benchmark administrator, so BlueGamma does not redistribute it. BlueGamma provides forward curves derived from compounded-overnight SOFR, which is what most valuation, budgeting and market-update workflows need. If your update must quote term SOFR specifically, you will still need a licence from its benchmark administrator.
Send next week's update without rebuilding it
Set up your dashboard on the trial — curves, comps and PDF export — in your first session. Or book a demo and we'll build it with you on the call, the way we did for the advisor above.
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