Portfolio Insights

Comprehensive analytics and deep insights into their portfolios

This feature consists of four tabs: Summary, By Finance, By Score, and By Segment.

Each tab includes a filter functionality, enabling users to customize their analysis and focus on specific portfolios or criteria of interest. Please refer to the Filtered Companies - Filter Settings section to know how to use the filter.

Additionally, each screen within the Portfolio Insights feature offers multiple information panels that provide in-depth analytics and insights. These panels are designed to present relevant data and metrics specific to the selected portfolio and analysis category. To download information from those panels, please refer to the Download Information section.

Let's explore each tab in more detail:

Summary

The Summary tab offers a comprehensive overview of your portfolio, highlighting key metrics and providing valuable insights. The panels available in this tab include:

• Portfolio Overview: Get a holistic view of your portfolio, including the total number of companies, aggregate revenue, and average score.

• Score Distribution: Visualize the distribution of scores within your portfolio, helping you understand the overall risk profile of your investments.

• Alert: Stay informed about any active alerts or notifications associated with your portfolio, ensuring you can promptly address any potential risks or opportunities.

• Portfolio Segmentation: Analyze the composition of your portfolio based on various segments, such as industry, business size, or geographic location, allowing you to identify diversification patterns and areas of concentration.

• Top 10 Highest Risk: Identify the top 10 companies in your portfolio with the highest risk levels, enabling you to focus on mitigating potential risks and enhancing portfolio stability.

By Finance:

The By Finance tab provides in-depth financial analysis and insights tailored to different types of companies within your portfolio, including Corporate, Banks, and Securities. The panels in this tab vary based on the company types and provide detailed financial metrics, ratios, and performance indicators specific to each category.

Please refer to the Financial Ratios section for more information.

By Score:

In the By Score tab, you can analyze your portfolio based on credit risk and scoring aspects. The panels in this tab include:

• Risk Trend: Track the historical trend of risk levels within your portfolio over time, enabling you to identify patterns and potential shifts in risk.

• Portfolio Distribution by Credit Risk: Visualize how your portfolio is distributed across different credit risk categories, helping you assess the overall credit quality of your investments.

• Top 10 Companies by Risk Trends: Identify the top 10 companies in your portfolio with the most significant changes in risk levels, allowing you to focus on monitoring and managing these high-impact entities.

By Segment:

The By Segment tab allows you to analyze your portfolio based on different segments or categories, providing valuable insights into diversification and allocation. The panels available in this tab include:

• Portfolio Allocation by Province: Understand the geographical distribution of your portfolio by visualizing the presence of companies across different provinces or regions.

• Portfolio Allocation by Industry (VSIC): Analyze the industry distribution of companies within your portfolio based on the Vietnam Standard Industrial Classification (VSIC), helping you assess sectoral exposure and identify trends.

• Business Size Distribution: Gain insights into the distribution of companies in your portfolio based on their business size, allowing you to evaluate the mix of large, medium, and small enterprises within your investment portfolio.

• Years of Operation Distribution: Visualize the distribution of companies in your portfolio based on the number of years they have been in operation, helping you assess the risk associated with various stages of business maturity.