Portfolio Monitor

Paste/upload a CSV of deals to track exposure, covenant status, concentrations, and quick alerts.

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Separator

Cert stale if > days

Concentration warn at %

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Expected columns (order flexible): Borrower Sector Exposure Status Test Threshold Value AsOf (YYYY-MM-DD)

Total Exposure

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Borrowers

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Sectors

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Breaches

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At Risk

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Top Borrower Concentration

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#	Borrower	Sector	Exposure	Status	Test	Threshold	Value	As Of