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Portfolio

View and manage all your portfolios from here

- Count of alerted entities
- Count of red entities
- Count of total entities
- ST Medians 1M change
Term:
Aggregation:
- Mean
- Med
- 95%
Variable:

Today's value

Historical 12M change
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Portfolio name 1

8 Alerted
12 Red
30 Entities
CHG

+0.5% ST 95th
CHG

-1% MT Med

Portfolio name 2

8 Alerted
12 Red
30 Entities
CHG

+0.5% ST 95th
CHG

-1% MT Med

Portfolio name 3

8 Alerted
12 Red
30 Entities
CHG

+0.5% ST 95th
CHG

-1% MT Med

Portfolio name 2

8 Alerted
12 Red
30 Entities
CHG

+0.5% ST 95th
CHG

-1% MT Med

Portfolio name 1

30 Entities
4 Regions
5 Industries

Date up to: 2018-08-31

Spotlight

SIGNAL

#|%

Alerted

8

Entities(3 out of 8 criteria)

MEAN

Aggregate PD

Aggregation type:

Prediction term:

Value

Annualized

12bps

Today

Rating

Convert the Annualized PD

into:

Value

ScoreCard

BB

1M later

KEY RF CHG

Key risk factor

Show Risk Factor having biggest MDF on the entities 12M PD

in its:

Value

Profit Liquidity

SalesTA
CashTE

6M ago

Top 10 movers

Show

Top

movers

Historical

change

Show the entities of biggest changes in 3-month PDs since 12 months ago.H

- Apple +55% @ 12.33bps
- Xerox +44.3% @ 23.33bps
- GoPro +33% @ 15.33bps
- Nissan +22% @ 52.33bps
- Toyota +11% @ 62.33bps
- Foxcom -15% @ 23.33bps
- Xero -10.2% @ 55.11bps
- GoPro -9% @ 53.33bps
- Nintendo -5.3% @ 23.44bps
- Tesla -3.3% @ 33.62bps

Top 5 up-movers

Show

Top

movers

Historical

change

Show the entities of biggest changes in 12-month PDs to 3 months later.F

- Alibaba +35% @ 12.33bps
- Tencent +34.33% @ 23.33bps
- Grab +23% @ 15.33bps
- Pepsi +12% @ 52.33bps
- KFC +6% @ 62.33bps

Member Entities

Show the latest information of member entities

Entity	12M PD	PD change	Rating
Nissan	86 %	+34%	CCC
Exxon	85 %	-2%	CC
Tencent	65 %	-12.3%	B
Alibaba	12 %	+23%	AAA
GoPro	24 %	23%	BBB

Download as
- .JPG
- .CSV

insight

Note timeline

Show all the notes associated with the entity on different dates

Aggregate PD & Counterparts

Show the aggregate PDs of the selected portfolio, global coverage and other selections

Series
Scope:

and
Variables:

Aggregate PD:

Mean

Med

95%

Count of member entities
Add to chart
PD Team:
- 1M
- 3M
- 12M
- 36M
Date form:

to:
- 3M
- 6M
- 12M
- YTD
- FS
- Rating
  - OFF
  - ON
  Scale 1
  
  Scale 2

Industry average

Sears Holdings Corps

Download as
- .JPG
- .CSV

Historical ranking:

Show the member entities of highest PD rankings in the selected time window

Top 5 of ST PD
Date form:

to:
Term:

top:

Industry average

Sears Holdings Corps

Download as
- .JPG
- .CSV

Downgrade/Upgrade H

PD cumulated from 03/12/2018 to each forward month

#
%
Rating:

form annualized

PD

Change:

Industry average

Sears Holdings Corps

Download as
- .JPG
- .CSV

Downgrade/Upgrade F

Forecast 36M change in Long Term S&P equivalent

#
%
Rating:

form annualized

PD

Change:

Download as
- .JPG
- .CSV

Advanced analysis

Historical assesment

Shows the marginal and overall PD changes from the earliest to latest in the selected time window

Download as
- .JPG
- .CSV

Entity		Entity	Region	Industry
Shell	Add to portfolio	Exxon	Asia	Oil
Cathay Pacific	Add to portfolio	Apple	Asia	Oil
Nestle		Mercedess Benz	Europe	Manufacturing
Coca Cola		Rols Royce	Europe	Manufacturing
Tesla		Bentley	Europe	Manufacturing
BMW		Bank of America	Americas	Finances

There are 3 entities in .csv file with their names or period not matching database.
Entity	From	To
Shell	01/01/2010	01/05/2010
Cathay Pacific	01/01/2010	01/05/2010
Nestle	01/01/2010	01/05/2010
Some other	01/01/2010	01/05/2010

Entities
Shell	Shell	Shell	Shell
Cathay Pacific	Cathay Pacific	Cathay Pacific	Cathay Pacific
Nestle	Nestle	Nestle	Nestle
Coca Cola	Coca Cola	Coca Cola	Coca Cola
Tesla	Tesla	Tesla	Tesla
BMW	BMW	BMW	BMW

Entities
Shell	Shell	Shell	Shell
Cathay Pacific	Cathay Pacific	Cathay Pacific	Cathay Pacific
Nestle	Nestle	Nestle	Nestle
Coca Cola	Coca Cola	Coca Cola	Coca Cola
Tesla	Tesla	Tesla	Tesla
BMW	BMW	BMW	BMW

Entity		Entity	Region	Industry
Shell	Add to portfolio	Exxon	Asia	Oil
Cathay Pacific	Add to portfolio	Apple	Asia	Oil
Nestle		Mercedess Benz	Europe	Manufacturing
Coca Cola		Rols Royce	Europe	Manufacturing
Tesla		Bentley	Europe	Manufacturing
BMW		Bank of America	Americas	Finances

Entities matched
Apple	Toshiba
Amazon
Tesla
Exxon
BP
BA
Samsung
Toyota
Nissan
Sharp

Bookmarks

Portfolio

Filter

Sort by

Portfolio name 1

8 Alerted

12 Red

30 Entities

CHG

+0.5% ST 95th

CHG

-1% MT Med

Portfolio name 2

8 Alerted

12 Red

30 Entities

CHG

+0.5% ST 95th

CHG

-1% MT Med

Portfolio name 3

8 Alerted

12 Red

30 Entities

CHG

+0.5% ST 95th

CHG

-1% MT Med

Portfolio name 2

8 Alerted

12 Red

30 Entities

CHG

+0.5% ST 95th

CHG

-1% MT Med

Portfolio name 1

Spotlight

SIGNAL

Alerted

8

MEAN

Aggregate PD

Annualized

12bps

Rating

Rating

ScoreCard

BB

KEY RF CHG

Key risk factor

Profit Liquidity

Top 10 movers

Show

Apple +55% @ 12.33bps

Xerox +44.3% @ 23.33bps

GoPro +33% @ 15.33bps

Nissan +22% @ 52.33bps

Toyota +11% @ 62.33bps

Foxcom -15% @ 23.33bps

Xero -10.2% @ 55.11bps

GoPro -9% @ 53.33bps

Nintendo -5.3% @ 23.44bps

Tesla -3.3% @ 33.62bps

Top 5 up-movers

Show

Alibaba +35% @ 12.33bps

Tencent +34.33% @ 23.33bps

Grab +23% @ 15.33bps

Pepsi +12% @ 52.33bps

KFC +6% @ 62.33bps

Member Entities

Download as

insight

Note timeline

Aggregate PD & Counterparts

Series Scope: Portfolio X Portfolio X USA UK and Energy Sales/TA Variables: Aggregate PD: Mean Med 95% Count of member entities Add to chart Sales/TA SH. Corp. Energy Cancel Save

Industry average

Sears Holdings Corps

Download as

Series

Scope:

and

Variables:

Aggregate PD:

Mean

Med

95%

Count of member entities

Add to chart