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Using the Wiserfunding Platform
Using the Wiserfunding Platform
Portfolio Management
Running New Reports
Updating Reports | Adding More Data
Using Wiserfunding APIs
Integrations
General
Understanding the Credit Insights
Create Users | Passwords | Contact Support
Contact Support
Admin
Platform Release Notes
API Versioning Policy
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Help Centre
Using the Wiserfunding Platform
Using the Wiserfunding Platform
Portfolio Management
Running New Reports
Updating Reports | Adding More Data
Using Wiserfunding APIs
Integrations
General
Understanding the Credit Insights
Create Users | Passwords | Contact Support
Contact Support
Admin
Platform Release Notes
API Versioning Policy
Using the Wiserfunding Platform
Articles on how to use our platform including: Single company runs; Batch company runs; Adding more data; Using portfolios; Connecting integrations
Portfolio Management
What is Portfolio Management?
Adding SMEs to your portfolios.
How to set-up Portfolio Monitoring?
How to set-up alerts on a Portfolio?
How to generate a Portfolio Report
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Running New Reports
Use ISIN, LEI, or VAT numbers to run an automated data sourced, single company report
Which Company Identifier do I use?
Which Industry and NACE Identifiers do I use?
How do I run a single company using the automated data sourcing?
How do I run a single company providing my own data?
How do I run multiple companies using the automated data sourcing?
How do I run multiple companies providing my own data?
How do I transform my data to upload into the platform?
How do I know what ISO code to use?
How do I see or export what reports I have already run?
How do NACE and NIC codes map to WF Industry Sectors?
How does GICS codes map to NACE codes?
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Updating Reports | Adding More Data
How do I stress test or apply sensitivity analysis to a company?
How do I add more recent data to a company report?
How does Wiserfunding read NACE codes?
CSV file is filled correctly but still getting upload errors?
How to upload credit facility information
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Using Wiserfunding APIs
How to use Wiserfunding APIs
How to use Wiserfunding APIs with an SSO Login
What do API errors mean?
Integrations
How to connect Codat to Wiserfunding?
How to connect Validis to Wiserfunding?
How to test my Codat integration?
General
Guide to using WiserInsights.
How to clear cache and cookies on my browser?
How to save WiserInsights templates
How to download reports with WiserInsights
Difference between report types
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