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WorldbyFlow for credit and fixed income analysts

A heat map hides the mechanism, and the mechanism is where the credit breaks. WorldbyFlow names the single points of failure in a structure and walks the cascade explicitly, from the supplier that fails to the covenant that trips, so your risk read shows how, not just how much.

Written for Covers credits and structural risk at a fund or rating shop.·Runs in the Finance domain

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Where this fits in your week

Credit work is the study of what goes wrong and in what order. The scans here are built for order: a risk read with cascades walked, a supply chain map with each stage's visibility tagged, a track record on management's promises, a structured read on the last blow-up in your sector, a driver read on the market, and a dossier on the funds on the other side of the trade.

Lead scan

Risk Assessment

3 credits · deep dive · about 3–6 min

Single points of failure named and cascades walked step by step rather than scored. The credit risk read that shows the path to the default.

Try it on: a subject you already hold an opinion about, so you can grade the result against what you know.
5 more scans that fit this role

Supply Chain

3 credits

The issuer's chain with each stage tagged documented, representative or opaque. Where the operating risk really sits, and where the record cannot see.

Try it on Automotive chips, feeding carmakers · Cobalt, feeding EV batteries · Container shipping, feeding retail

Track Record

2 credits

What management promised against what it delivered, dated. The read before believing the next deleveraging plan.

Try it on Boeing · Carvana · WeWork

Market Analysis

2 credits

A structured read on a market event: what happened, who it landed on and through what mechanism. The post-mortem, sourced.

Try it on The collapse of Silicon Valley Bank · The Credit Suisse rescue · The Archegos collapse

Market Drivers

4 credits

What is moving a credit market, with the evidence for each driver. The mechanism under spreads.

Try it on US leveraged loans · Commercial real estate lending · The high-yield bond market

Fund & Institution

2 credits

A dossier on a fund or institution active in your market: strategy, documented activity, people. Who is on the other side.

Try it on PIMCO · Apollo · Oaktree
A working path

From a first run to a result you can hand over

The order matters. The first read gives you the structure; the next ones fill the parts that are hardest to source by hand.

01

Run Risk Assessment on a credit you already understand

Read the cascade. If it walks the path to trouble in the order you would, it can do the first pass on the next name.

3 credits
02

Run Track Record on the issuer's management

Promised against delivered. The read on whether the plan in the deck has a history of arriving.

2 credits
03

Add Supply Chain where operating risk is the story

Each stage with its visibility tagged. The opaque tiers are the ones to price.

3 credits
04

Pin the names to your Watchboard

A covenant amendment, a supplier failure or a rating action becomes a watched signal.

Pinning is free; a check costs 2 credits when you ask for one.
The research bill for this path
3 + 2 + 3 = 8 credits · a Standard plan carries 20 a month
What comes back

A result whose claims carry their grades

Sourced, not asserted

Every figure and quote links to where it came from. A claim the scan could not source is marked as such rather than dressed up.

Verified or grounded
Reported or attributed
Contested
Open question

Ready to hand over

Copy the risk read into the credit memo as Markdown, or export it as a PDF for the committee with each step of the cascade sourced.

Built to be argued with

Ask a follow-up question of any result, or run a Red Team pass that tries to break its own conclusions before someone else does. How the grades work →

See one

Research already published in this shape

Treasury Yield Surge Transmission to Mortgages, Cards, Equities

Read the research →

Credit-card rates are pegged to the Prime Rate rather than to Treasury yields, so the 20.94% average card APR stays flat through a bond-market yield surge and only resets once the Fed actually moves its target range.

Market Drivers · September 9, 2026
Try it

Run Risk Assessment on something you already know

The fastest way to judge the result is to pick a subject you know cold and read it against what you know. If a colleague sent you here with an invitation, the credits land on your account when you sign up.

Start with Risk Assessment →Standard plan from $10/mo · 20 credits · all plans
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