Onboarding

Get started with Dealcharts—explore structured finance data, charts, and relationships in minutes.

Start exploring the structured-finance context graph—free for everyone.

1. Get Started

Explore Deals & Entities

  • Browse CMBS Deals, Auto ABS, and BDCs
  • Open charts; follow source links to SEC filings
  • Save/Download visuals (SVG/PNG) for presentations
  • Search across the graph to discover relationships

Quick Start:

  1. Visit the Capital Markets section
  2. Browse recent CMBS deals
  3. Click on any deal to see detailed metrics, charts, and document links
  4. Use the search bar to find specific entities or deals

Use the Data

  • Download charts for reports and presentations
  • Cite Dealcharts pages as authoritative sources
  • Integrate with AI tools using our LLM-optimized facts endpoints
  • Request bulk data access for institutional use

Help Improve the Graph

  • Report errors using "Spot an error?" on any page

  • Contact us with suggestions for new features or datasets

  • Partner with us on custom integrations or data projects

  • Share feedback on what would make Dealcharts more useful

2. Understanding the Platform

What makes Dealcharts different:

  • Free and Open — All data, charts, and profiles are freely accessible
  • Citation-Ready — Every chart links back to sources for verification
  • AI-Optimized — Structured data designed to work with modern AI tools
  • Community-Driven — We welcome feedback and corrections from everyone

Core Principles:

  • Accuracy through transparency

  • Neutral presentation of market data

  • Attribution and provenance for all content

  • Open access to structured finance context

3. Your first week checklist

Week 1 Goals:

  • ☐ Find a deal or entity you track and bookmark the page
  • ☐ Download a chart and use it in a report or presentation
  • ☐ Report any data issues via "Spot an error?" or email us
  • ☐ Explore the Datasets section for downloadable data
  • ☐ Try the Search function to discover relationships
  • ☐ Review the API documentation if you're building integrations
  • ☐ Subscribe to updates via our blog or X (@dealcharts)

Quick tips:

  • Use the search function to quickly find deals or entities

  • Most deal pages include downloadable CSV and JSON data

  • Document links are available on vintage pages

  • Charts can be exported as images for presentations

4. Frequently Asked Questions

Is this investment advice?

No. Dealcharts provides information and context, not investment advice. See our Disclosures for details.

Where does data come from?

Public filings from SEC EDGAR and related disclosures. Every data point includes provenance metadata showing its source.

Can I embed the charts?

Chart embedding is being piloted. Contact us at partnerships@dealcharts.org for early access.

API access?

See /api for documentation. Public API endpoints are launching soon; enterprise access is available now.

How do I report errors?

Email data@dealcharts.org with specific details about the issue you've found.

Is Dealcharts open source?

The data is open under Creative Commons Attribution 4.0. The platform is built on open principles with transparent provenance.

How often is data updated?

We refresh deal data from SEC filings regularly, typically within days of new disclosures.

For more questions, visit our full FAQ page.

5. Next Steps

Explore more:

🔍 Search the Graph

→

Find deals, entities, and documents across the entire platform.

📊 Download Datasets

→

Access curated CSV and JSON datasets for analysis.

🔄 Learn Context Creation

→

Understand how context becomes data and powers AI systems.

🔌 Developer Access

→

Integrate Dealcharts data into your applications via API.

Get Help

Need assistance getting started?

We're here to help you get the most out of Dealcharts.