How to create a portfolio for monitoring?
You need at least one scoring model to take full advantage of portfolio monitoring since the "monitoring" function allows us to keep you posted about the changes in the scoring of your companies. In order to do that, we need to know what we should...
Setting up alerts for a company's metric
Well-configured alerts can be a powerful tool to keep you in the loop about any changes in your portfolio scoring, company scoring, or specific financial metrics of a company. In this article, we're going to cover alerts for different metrics of a...