Step 4: Using Portfolios

At RapidRatings, groups of companies are called “Portfolios.” Setting up portfolios is essential for efficiently using nearly all aspects of the portal. We have a dedicated Help Center section for portfolio setup. To access it, go here: Portfolios.

To run group-level, strategic reporting or set up alerts for a specific subset of counterparties, you must first add all relevant counterparties to a portfolio.

These default portfolios serve as a repository of all public and private company ratings completed (if private company outreaches are included in your contract). If you do not set up separate portfolios, you can still run alerts and reporting on the default master portfolios. However, we recommend segmenting counterparties into separate portfolios to better understand risk in specific areas.

Using our Portfolio Manager, you can easily create and update portfolios in real time. For more information, see: How to Create Portfolios

Examples of groupings based on functions include:

Once you've set up the grouping of interest, you can run various reports and configure alerts to monitor risk effectively.

Provides a heat map of the portfolio, giving you a bird’s-eye view of the group you are assessing. This helps identify trends and areas requiring focused resources. For more information, see the Matrix Report (Excel) article.

A succinct PDF summary, perfect for circulating summaries where the information is needed urgently. For more details, see the Portfolio Risk Report (PDF) article.

Allows you to compare a company against a peer group of your choosing, providing a tailored perspective for specific business decisions. Learn more at Custom Peer Benchmark Report article.

Deliver real-time company updates directly to your inbox, so you don’t have to actively monitor each company. To learn more or set up alerts, see Setting up Email Alerts and Setting up Alerts for yourself.