Help Center
Guides, tutorials, and answers to help you get the most out of Banking Intelligence.
Getting Started
Learn the basics of Banking Intelligence and how to navigate the platform.
Bank Analysis
Deep-dive into bank profiles, comparisons, peer groups, and analytics.
Bank Profiles & Detail Pages
How to read a bank's profile: CAMELS radar, sparkline grids, income waterfalls, and Q/Q heatmaps.
Read articleComparing Banks Side-by-Side
Use the Compare tool to overlay CAMELS radars and trend lines for up to 4 institutions.
Read articleWatchlists & Custom Peer Groups
Track your favorite banks with watchlists and build custom peer groups for benchmarking.
Read articlePeer Comparison & Benchmarking
Benchmark a bank against asset-size peers using the automated peer comparison tool.
Read articleData & Metrics
Understand the data sources, metrics catalog, and FFIEC call report fields.
Data Sources & Coverage
Where the data comes from: FDIC, EBA, OSFI, UK Pillar 3, Treasury, Federal Reserve, and BLS.
Read articleMetrics Catalog & FFIEC Fields
Browse the full catalog of financial metrics, their definitions, formulas, and MDRM codes.
Read articleInternational Bank Coverage
How to access and analyze EU, Canadian, and UK bank data on the platform.
Read articleTools
Stress testing, early warnings, exports, alerts, and the public API.
Stress Test Simulator
Apply rate shocks, credit loss scenarios, and revenue shocks to any bank and visualize the impact.
Read articleEarly Warning Scanner
How the 13-signal early warning system detects banks showing pre-failure distress patterns.
Read articleAlerts & Threshold Notifications
Set up metric-based threshold alerts and get notified when a bank crosses your criteria.
Read articleExports & Bank Screening
Screen the entire bank database with custom filters and export results to CSV.
Read articleProspect Lists
Build targeted prospect lists of banks with tags, notes, and mail-merge CSV export.
Read articlePublic API & API Keys
Access bank data programmatically using the free REST API with your API key.
Read articleAccount & Billing
Plans, API keys, settings, and account management.
FAQ
Frequently asked questions about Banking Intelligence.