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How to get started with CreditView’s new monitoring experience!

April 09, 2024 3 min read

CreditView is Moody's flagship research and analytics platform, allowing you access to actionable insights and a better view of credit risk

CreditView connects comprehensive data, insights and analytics in a single place to empower more informed credit decisions. 

And with CreditView’s new monitoring experience, you can streamline your workflows and get a holistic view of risk across your portfolio with an intuitive and easy-to-view dashboard to help you monitor signals and make decisions faster.  

With CreditView’s new monitoring experience, you can: 

  • Easily create portfolios with the ability to bulk upload or add entities individually through search to give you a comprehensive view of the most important metrics across the names you cover 

  • Get a snapshot of your portfolio’s health with a summary view of rating distributions, outlooks, upgrade/downgrade ratios and more 

  • See latest ratings actions changes and get direct access to recent research and credit opinions, all from one single place  

  • Streamline your workflow with integration into the screener tool to help you benchmark, optimize and manage risk across your portfolio  

computer screen mock-up

And it’s quick and easy to get started! 

How to get started in 3 easy steps:

  1. Access your Monitoring dashboard through the profile icon in the top right part of your CreditView screen, or click here to go to CreditView and get started
  2. Create your portfolios using the bulk upload functionality or search by name, ISIN, LEI, stock symbol or Moody’s ID to select and add entities
  3. Don’t forget to bookmark your portfolio page for easy access to a comprehensive view of the most important metrics across the names you cover  

Want to try it out yourself? Log in to your CreditView account and get started now

Monitoring
bulk upload

Questions about CreditView's new monitoring experience? Let us know how we can help.