Through the combined use of CreditScope and a portfolio accounting tool, such as Perform, a user is able to link portfolio holdings to the underlying credits which issue debt. When a holding is linked directly to a credit, the user is able to judge performance of a holding based on the financial performance of its associated credit. This function takes advantage of common development between the two software products to offer a previously unattained level of portfolio management. This linking process is possible due to the three separate levels of data architecture:

Credit Level Information
Focuses on the foundation of creditworthiness that supports outstanding indebtedness including elements of credit strength or weakness as revealed by current and historical financial and non-financial data.

Issue Level Information
Any single credit can have one or more securities issues associated with it. CreditScope provides access to important information found in the associated Official Statement (OS).

Holding (CUSIP) Level Information
Focuses on descriptive, acquisition and market pricing information as it relates to potentially thousands of specific securities associated with each credit and each issue. In most cases these will be holdings of users' portfolios.