Skip to main content
All CollectionsD&B Finance Analytics Portfolio Management
How Do I Analyze My Portfolio Using Portfolio Insight?
How Do I Analyze My Portfolio Using Portfolio Insight?
Janine Zappeij avatar
Written by Janine Zappeij
Updated over a week ago

Welcome to our step-by-step video guide on the portfolio insight section in D&B Finance Analytics. This demonstration includes the following steps:

  1. Overview: Explore the key features of the portfolio insight section;

  2. Portfolio summary: Uncover insights into the financial health of entities and their contributions to the overall portfolio dynamics;

  3. Risk breakdown: Easily identify and manage companies from various risk ranges based on two selected risk factors;

  4. Risk distribution: Explore the risk distribution section to assess how companies perform on different risk factors;

  5. Save a snapshot: Print, e-mail or convert an analysis to PDF;

  6. Country/region insight: Gain valuable insights into cross-border risk exposure.

Let's get started on unlocking the insights you need!

Ready for the next step? Continue your journey in D&B Finance Analytics and watch the follow-up demonstration video on setting up and scheduling advanced filters.

Did this answer your question?