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Insights & AI

CalcBridge uses AI to analyze your portfolio data, surface patterns, and answer questions in plain English.

Nominating Workbooks

Before generating insights, select which workbooks to analyze:

  1. Navigate to Insights in the main menu
  2. Toggle workbooks on/off for analysis
  3. Nominated workbooks will be included in the next analysis

Tip

Nominate workbooks that contain your most current portfolio data for the most relevant insights.

Generating Insights

  1. Click Generate Insights
  2. Select your role for tailored results:
  3. Executive: High-level KPIs and trends
  4. Finance: Detailed metrics and variances
  5. Operations: Efficiency and performance
  6. Analyst: Statistical patterns and deep analysis
  7. Review generated insights

Insight Categories

Category What It Covers
Financial Health Portfolio metrics, concentration, exposure trends
Operational Efficiency Process optimization opportunities
Risk & Compliance Risk exposures and compliance concerns
Trends & Forecasts Data patterns and projections
Recommendations Actionable improvement suggestions

Asking Questions

Use the Q&A feature to ask questions about your data:

Examples:

  • "What is the total par value of CCC-rated loans?"
  • "Which loans mature in the next 6 months?"
  • "Show me the top 5 obligors by exposure"

You can ask questions about: - A specific insight (for deeper understanding) - General portfolio data

Regenerating Insights

Not satisfied with the results? Click Regenerate for a fresh analysis (up to 3 times per session).