Connected data
A consistent set of issuer and security records across six seeded workbooks.
Credit
intelligence.
Connected spreadsheets.
A clearer portfolio review.
Fictional demonstration. Synthetic data. Scripted AI outputs.
A morning review.
Six workbooks.
Positions, prices, financial statements and analyst notes hold different parts of the story. This Ottmah-built prototype connects them in one credit portfolio workspace.
Explore a question, follow a finding back to the spreadsheet cells, then change an assumption and prepare a review brief.
Every finding.
Its evidence.
Select a source reference to open the underlying workbook. The contributing cells stay highlighted, with the original row numbers and reporting dates.
Inspect the connected data
Change a view.
See the effect.
Adjust a credit spread assumption or a sample position. Exposure, scenario contributions and the review brief update from the same calculations.
Explore a scenario
What Ottmah built.
Traceable analysis
Calculated exposures, policy checks and sample scenarios, linked to source cells.
A complete review flow
Portfolio research, scripted AI explanations, analyst notes and an exportable brief.
This concept demonstrates an integration approach using a fictional credit fund. The AI responses are scripted and populated from calculated results. It uses no live model, client records or market feed. Identity fields are visually redacted for presentation.