LadderGraph is the system of record for $25-par baby bonds and preferred shares: full call schedules read from SEC prospectuses, verified twice, and watched by rules, so you always know what is near a call and what could replace it. Every fact carries its source.
Go to laddergraph.com and press the gold Get free access button. Enter your email and press Send sign-in link. There is no password, ever.
Open the email from login@laddergraph.com (check spam the first time) and click Sign in to LadderGraph. You land in your personal dashboard.
Scroll to Universe, search a ticker or issuer (try OXLC or SAX), and press Track. Or add by ticker with units and your cost price in the small form.
Have a spreadsheet already? Use Import CSV: one line per holding as TICKER, units, cost price (cost optional, a header row is fine). Existing rows update, new ones are added, and anything not yet in the graph is reported by name.
Your sleeve shows each holding with price, current yield, yield to worst, distance from par, days to the next call, value and gain. The colored status is rule-based: green ok, amber watch (a call or maturity window opened), rose act and roll (a rule fired), always with the rule named.
Click any row to expand it: the full call ladder with an SEC source link per step, the yield you would earn to every future call date and to maturity at the current price, the price history, and (on Pro) the replacement bench.
The Analytics panel draws your sleeve: allocation by sector, yield by holding, the call runway with the rule thresholds marked, and value by issuer.
In Account, press Upgrade to Pro. Pro unlocks unlimited holdings, the standing bench, roll proposals, portfolio memos by email, and full API and MCP access. Manage or cancel any time via Manage billing.
4242 4242 4242 4242, any future expiry, any CVC, any name and postcode.Press Generate memo and email me whenever you want the full picture: sleeve status with rule traces plus a ranked replacement shortlist for anything at watch or act, delivered to your inbox with a 7-day share link you can forward.
In Account, press Create key and copy the key starting with lgk_ (it is shown once).
In Claude: Settings, then Connectors, then Add custom connector. Name it LadderGraph, paste the URL https://mcp.laddergraph.com, press Add. When the LadderGraph authorization page opens, paste your key and press Authorize read-only access. In ChatGPT the same endpoint can be added as an app where custom connectors are available.
Start a new chat, enable the LadderGraph connector in the tools menu, and ask away:
Notice every answer names the rule that fired and the prospectus behind each fact. Your AI reads the graph, it does not guess.