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Credit Benchmark
Credit BenchmarkJune 30, 2025 · 2 min read
PortfolioLens adds downloadable analytics reports for your portfolios — consensus trends, entity movement, and internal-versus-consensus comparisons — generated from CB data and delivered straight to your Inbox.
Three report types at launch: portfolio-level consensus movement, entity rating trends, and consensus-versus-internal comparisons. Reports land in Inbox for download.

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The problem

Running recurring portfolio analytics against CB data meant building the same views from scratch each time — pulling data, applying filters, structuring comparisons. For teams doing monthly or quarterly reviews, that’s repetitive work with no good shortcut.

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What it does

PortfolioLens generates structured analytics reports from your CB portfolio data and publishes them to Inbox. Three report types ship in the first release:
  • Consensus trend — track how portfolio-level consensus ratings move over time
  • Entity rating trends — review how individual entity ratings have shifted
  • Consensus vs. internal — compare your internal ratings against CB consensus to surface divergence
PortfolioLens analytics report interface.

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Use cases

  • Recurring reviews — schedule portfolio analytics without rebuilding the same views each cycle
  • Credit monitoring — catch entity-level rating movement across a portfolio before it becomes an issue
  • Internal benchmarking — systematically compare your ratings against consensus to identify outliers

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Getting started

Open My Portfolios and access PortfolioLens from your portfolio. Reports are published to Inbox once generated. For detailed usage guidance see PortfolioLens Reports.
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