> ## Documentation Index
> Fetch the complete documentation index at: https://docs.creditbenchmark.com/llms.txt
> Use this file to discover all available pages before exploring further.

# My Portfolios

> Portfolio creation, management, and monitoring in the Credit Benchmark Web App.

The My Portfolios tab lets you group entities for continuous monitoring, share portfolios with colleagues, and download the underlying data.

Portfolios also act as a filter in [Client Analytics](/delivery-channels/webapp-pages/client-analytics), letting you compare your ratings to the consensus for a specific entity set.

## Why Use Portfolios?

* **Alerts** — automated notifications for rating changes, upgrades, or downgrades
* **Download Data** — export portfolio data including historical snapshots
* **Quick Reference** — maintain a named list of entities for fast searching
* **Rating Distribution** — visual breakdown of your portfolio's rating composition
* **PortfolioLens** — customisable analytical reports comparing your ratings against consensus

## Portfolio Setup

<AccordionGroup>
  <Accordion title="Portfolio View">
    * Switch between portfolios using the **tabs** at the top
    * Create a new portfolio with the **+** button
    * Use the action buttons to add entities, modify columns, share, and set alerts
    * Remove entities by selecting them and clicking the cross icon
    * Drag column headers to rearrange the table layout

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image12.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=f1836328075fce98d8cd98794d22df15" alt="Portfolio view" width="1482" height="779" data-path="images/media/image12.png" />
    </Frame>
  </Accordion>

  <Accordion title="Creating & Editing a Portfolio">
    * Click **+** to create a new portfolio
    * Click **Settings** to rename, copy, or delete a portfolio
    * **Copy** creates a new portfolio with the same entity list and alert settings — changes to the original won't affect the copy

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image13.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=96906a4ad8201d12f9fa78db3e2bb84b" alt="Creating and editing a portfolio" width="1479" height="781" data-path="images/media/image13.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image14.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=2f2dcc01a0fc1f69f0921cafaa941a7c" alt="Portfolio editing interface" width="657" height="479" data-path="images/media/image14.png" />
    </Frame>
  </Accordion>

  <Accordion title="Adding Entities">
    Click **Add Entities** to upload by:

    * **Internal Firm ID**
    * **CBID**
    * **Entity Name**
    * **LEI**

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image13.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=96906a4ad8201d12f9fa78db3e2bb84b" alt="Add entities to portfolio" width="1479" height="781" data-path="images/media/image13.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image16.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=28ca964f4b6350fabf9355147fe48566" alt="Add entities modal" width="738" height="567" data-path="images/media/image16.png" />
    </Frame>
  </Accordion>

  <Accordion title="Upload by Entity Name">
    Name matching uses a **proprietary ML model** to match your uploaded list against CB reference data.

    <Steps>
      <Step title="Upload Your List">
        Paste entity names into the free text field or upload a CSV/XLSX file (entity names only). Click **Upload**.

        <Frame>
          <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image17.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=d93ed0319e68cef25815e57195b85cf2" alt="Upload entity list" width="658" height="507" data-path="images/media/image17.png" />
        </Frame>
      </Step>

      <Step title="Review Matches">
        Review matched and unmatched entities. CB will flag any duplicates.

        * **Matched** — click **Add to Portfolio** or **Replace Portfolio**
        * **Unmatched** — click **Send to Support** for additional manual review

        <Frame>
          <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image18.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=10674848e09eff9b062c72b037f660ae" alt="Review matched entities" width="658" height="507" data-path="images/media/image18.png" />
        </Frame>
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## Portfolio Features

<AccordionGroup>
  <Accordion title="Configure Columns">
    Click **Modify Columns** to add, remove, or reorder columns. Your configuration is saved to your user profile. Column selection also determines what's included in data exports.

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image19.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=792362d8287e00a3bbec7c84d7b9809c" alt="Column customization" width="659" height="441" data-path="images/media/image19.png" />
    </Frame>
  </Accordion>

  <Accordion title="Set Alerts">
    Click **Alerts** to configure email notifications for rating changes, upgrades, or downgrades. Choose weekly or monthly frequency.

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image20.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=1d526aad91bc336292a1343a1d51d0eb" alt="Alert configuration" width="658" height="502" data-path="images/media/image20.png" />
    </Frame>
  </Accordion>

  <Accordion title="Sharing a Portfolio">
    Click **Share** to share with colleagues as a **static copy** (snapshot) or **dynamic** (live, updates automatically for all users).

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image21.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=c901c2278756415b6c188e67b1b9c609" alt="Sharing options" width="659" height="500" data-path="images/media/image21.png" />
    </Frame>
  </Accordion>

  <Accordion title="Export Data">
    Click **Download** to export the current portfolio or historical data as Excel or CSV.

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image22.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=69055c0c8a678d9f25fda7e45ec68924" alt="Download options" width="101" height="252" data-path="images/media/image22.png" />
    </Frame>
  </Accordion>

  <Accordion title="PortfolioLens Reports">
    Click **PortfolioLens** to generate customisable reports:

    * **My Rating vs Consensus Trends** — compare your ratings against consensus over time (bank contributors)
    * **Consensus Trends** — consensus rating trends for your portfolio
    * **Single Name Trends** — individual entity rating analysis

    Reports publish to the [Inbox](/delivery-channels/webapp-pages/inbox) tab for download.

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image23.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=067851d81da50316bdafcc12c8cfb6d8" alt="Report configuration" width="659" height="506" data-path="images/media/image23.png" />
    </Frame>

    <Tip>
      For the underlying calculations, see [Methodology](/methodology/intro). For programmatic access, see the [API reference](/api-reference/intro).
    </Tip>
  </Accordion>

  <Accordion title="Rating Distribution">
    Click the **Distribution** icon to view how entities in your portfolio are spread across rating bands. Export as JPEG or Excel.

    <Frame>
      <img src="https://mintcdn.com/creditbenchmark/MBcrXm7PNn_QJihI/images/media/image15.png?fit=max&auto=format&n=MBcrXm7PNn_QJihI&q=85&s=b87ab3cae7fb9ebeff37972a3a8664d6" alt="Portfolio distribution graph" width="657" height="501" data-path="images/media/image15.png" />
    </Frame>
  </Accordion>
</AccordionGroup>