Portfolio Alerts

Portfolio alerts detects and warns you about significant rating changes across your entire portfolio or by a particular folder or tier.

When the risk associated with the portfolio as a whole has increased compared to all companies in the Bitsight inventory, a Portfolio Alert is generated and sent to users in your organization. When this occurs, use Category Changes to find companies whose rating has recently decreased and review your Alerts page for additional information.

Frequently Asked Questions

How are Portfolio Alerts Generated?

Each day, we take the average of rating changes for all companies across the entire Bitsight ecosystem. When the average decrease over a 7-day period is greater than the average decrease of all portfolios in the Bitsight inventory, a Portfolio Alert is generated.

The conditions that create Portfolio Alerts are dynamically set to adapt to changing conditions in the Bitsight inventory and does not need to be configured by your organization.

Where are Portfolio Alerts?

Portfolio alerts are accessible from your Alerts page when generated. They are enabled by default to be added to any existing rating alerts emails. Use the Alert Settings page to configure this.

Are Portfolio Alerts Generated for All Portfolios?

Our alerts system relies on statistical models that require portfolios to have a minimum size so that the final calculation is relevant. At the moment, the minimum portfolio size for alerts to be generated is 30.