FitchConnect: Creating List of Banks with Selected Variables

Creating List of Banks with Selected Variables

Updated: April 2019 (Version 1.0)
Database Guide

FitchConnect Overview

Fitch Connect provides financials and ratings on thousands of banking and financial institutions globally.
Standardized financial data on over 33,000 private and public banks across 200 countries,

 Up to 10 years of history
 Each bank statement incudes up to 550 data points per bank, 50 pre-calculated ratios and access to the

original source filing
 Annual and interim financial data for the largest 3,200 banks are available within 48 hours of filing
Reports include:
 Ratings Reports
 Special Reports & Outlooks
 Macro Risks & Topical Reports

REMINDER: Excessive data download is prohibited.

Help

You can find help on the FitchConnect Support Pages
Or, once you have logged into FitchConnect, click on the “?” icon at the top of the page and select Support Page from the drop-
down menu

1

Data Definitions

You can use the Find Data Definitions box at the bottom of the page to see lists of terminology used by Fitch.
View Fitch Ratings Definitions will allow you to link to a PDF document explaining the different ratings and rating scales used by
Fitch.

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Creating Portfolio

Creating List of Banks with Selected Variables

Open any web browser and go to
https://app.fitchconnect.com/
1.

Login with the credentials provided by
the KMC.
(kindly request to KMC if you do not
2. have it)

3

After logged in, at the top menu, click
on “Search” and select “Entities”.
3.

Choose any of the criteria from the
menu on the left-handside. Criteria can
be expanded to locate more specific
terms.
i.e.: Look for information on Islamic
Banks in Malaysia
From Geography select Malaysia
4.
From Sector select “Banks” then
select “Islamic Banks” from the list
Or, type in you criteria in the text bar
“Malaysia”, ”Islamic Banks
The results of the banks will be
displayed on the bottom of the screen

4

Select the Entity Names that you are
interested in by ticking the box (es).

Next click “Create Portfolio”.
5.

Click on the Drop Down menu and
choose “Create New Portfolio”.

6. Assign a name for the Portfolion and
click “Submit & View“.

5

To add the variables, click on “Edit”
and select “Create Custom View”
7.

Give the view a name (i.e. “ratio”) and
select or key in you variables and click
“Submit”
i.e. “Ratio”, “Total Asset”, “Non-
Performing Loan (NPL)”, “Liabilities”,
“ROA”, etc.
8.

6

Select Multiple Add calculations and You can use the icon menu to do the
Periods of time compare Portfolios following:

1. Adjust the date

2. Select Multiple Periods of time (for

Financial Custom Views only)
9.

3. Export Portfolio data to Excel

4. Produce interactive charts

Adjust the Export data Produce 5. Add calculations and compare
date to Excel interactive charts Portfolios

In the Multiple Period options, you
can choose the frequency by:

 Quarterly
 Interim
 Annual

Choose the desired years and click
10. “Export”.

Historical data available for the last 10
years

7

It will automatically download the data
in excel. Click “save” and save the file
in your desktop/folder.
11.
Open the Excel file.
(On the left is the banks name. On the
horizontal left is the variables.)

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