Reading the list: controls, sort and the watchlist

Using GiltIQ · 4 min read · GiltIQ

The page head, the toolbar and the sort controls around the gilt table: what each one changes, and where the net-yield column's tax band comes from.

The gilt list is one dense table with a toolbar above it and a note above that. The page head decides which report and which assumptions the whole table is built on; the toolbar decides which rows you see; the headers decide the order. This guide is about that machinery rather than the columns in it.

The page head

Three controls sit at the right of the page head, and all three rebuild the table.

ControlWhat it changes
DateThe report date the list is built from. Choose a stored date and press Apply to see that day's prices and yields.
SettlementT+1 or T+2. It moves the settlement date the accrued interest is counted to, and with it the dirty price.
TaxThe income-tax band the net redemption yield column is worked out at. With no band chosen the column carries the 40% figure.

The CSV control beside them exports the same scope: the same report date, the same settlement and the same band, so the file cannot describe a different table from the one on screen. The tax bands are the site's canonical whole percentages — 0, 20, 22, 40, 42, 45, 47 and 48 — the same list the post-tax table, the profile and the trade ticket draw on.

If the date you ask for has no stored report, the page says so and offers the report it fell back to rather than showing the wrong day's numbers.

The note above the table

Each list opens with a collapsible How to read this list card. It carries the method — what gross yield, net redemption yield, dirty price and accrued interest mean on this table — the market-data line, as of the report date and time the page was built from, and the settlement basis. The market-data line is the one to read first: every figure below it belongs to that report.

The page subtitle carries the count and the same report line, and a short line under the page head links the glossary for a reader who is new to the column names.

Filtering

Three segmented controls and one search box sit in the toolbar.

Sorting

A header with a small sort control sorts the whole table by that column, and pressing it again reverses the order. Date columns sort by date rather than by the text the cell shows; the numeric columns sort by value, so 9.5 ranks below 10.2. The list opens sorted by maturity, soonest first.

Sorting is a view, not a filter: the row count does not change and no row is hidden.

The watchlist

The star in the first column is the watchlist. Signed in, it toggles on the click and the row keeps its state on the next visit; signed out, the same star is a link to the sign-in page and its label says what it is for. Favourites then shows only the starred rows, and the whole scope can be exported from there.

The watchlist is stored under your account with your portfolios and trades, and is shown only to you.

Tax, and where your default lands

The band in the page head is the list's own; it is not read from your profile. Your default tax rate on the Profile page reaches a trade instead: a portfolio may inherit it, and a portfolio's own rate pre-fills the ticket for a trade booked in it. The post-tax table is the page built for comparing bands side by side, with a chart view beside it.

Taking the table away

The list's CSV export writes the rows at the scope on screen. What it does not carry is the trend sparkline: that is a picture of a series, and the export writes figures.

The columns themselves are worked through one row at a time in the gilt table, and the filters in more detail in finding a gilt. The terms this page draws on are the glossary's coupon, clean-price, accrued-interest, dirty-price, gross-yield, net-yield and trend.

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