Portfolio Ratings Report

⇤ Reports

Overview

This report provides a snapshot of the current Bitsight rating and risk vector grades at companies in your portfolio at a specific point and time. Export and review this report to spot trends in the data.

Generating this Report

1. Open the Reports page in the CM app.
2. Locate the Portfolio Ratings card.
3. Mouseover the card and select Create.
4. Choose whether to display risk vector grades in the report.
5. Select one or more companies from the list displayed. You can use the filters or search for a specific company to narrow down your options. There is no limit to the number of companies you can select.
6. Select View to create the report.

Once generated, you can edit, save, schedule, Quick Share, or download the report as a CSV.

Reading this Report

This report generates a table of security ratings at selected companies. You may choose to include risk vector grades for those companies as well. The table includes the following columns: