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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, letting you compare your ratings to the consensus for a specific entity set.

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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

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Portfolio Setup

  • 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
Portfolio view
  • 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
Creating and editing a portfolio
Portfolio editing interface
Click Add Entities to upload by:
  • Internal Firm ID
  • CBID
  • Entity Name
  • LEI
Add entities to portfolio
Add entities modal
Name matching uses a proprietary ML model to match your uploaded list against CB reference data.
1

Upload Your List

Paste entity names into the free text field or upload a CSV/XLSX file (entity names only). Click Upload.
Upload entity list
2

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
Review matched entities

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Portfolio Features

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.
Column customization
Click Alerts to configure email notifications for rating changes, upgrades, or downgrades. Choose weekly or monthly frequency.
Alert configuration
Click Share to share with colleagues as a static copy (snapshot) or dynamic (live, updates automatically for all users).
Sharing options
Click Download to export the current portfolio or historical data as Excel or CSV.
Download options
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 tab for download.
Report configuration
For the underlying calculations, see Methodology. For programmatic access, see the API reference.
Click the Distribution icon to view how entities in your portfolio are spread across rating bands. Export as JPEG or Excel.
Portfolio distribution graph