OptimaYieldResearch terminal

Frequently asked questions

Understand the product before relying on it.

These answers describe the public preview. Source pages, methodology, terms, and disclaimers provide the complete boundaries.

Is OptimaYield free?
Public research is free during the founding year. Commercial workflow, licensed distribution, alerts, private workspaces, and higher-volume exports may become paid products later.
Which banks are covered?
The public comparison universe focuses on US institutions with at least $1 billion in reported assets. The current institution count and reporting quarter appear on every page; source-specific coverage is disclosed in the data catalog.
Is this the same as a regulatory rating?
No. Screens, peer percentiles, and intelligence hypotheses are research aids—not CAMELS ratings, supervisory conclusions, credit ratings, or investment recommendations.
Why is a value unavailable?
The source may not report it, the applicable schedule may differ, an identity link may be unreviewed, or a publication gate may have failed. OptimaYield does not replace missing data with zero.
How current is the data?
Regulatory sources publish on different schedules. Pages show the reporting period and source; the data catalog shows retrieval and coverage details.
Can I correct a bank record?
Yes. Use the corrections page and include the institution identifier, period, disputed field, and supporting official evidence.