Part A: Public Quantitative Data
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      3. Part A: Public Quantitative Data

      Portfolio

      The Portfolio Dashboard provides an in-depth look into an institution's loan portfolio, tracking loan composition level, and trend as well as comparability to median groups.

      Portfolio Overview

      • The Portfolio Overview contains detailed Comparative Performance and Historical Portfolio details:

      The Portfolio Overview page will default to Step 1 of Section 1. Clicking "Launch Page" brings us to the Comparative Performance details:

      This step offers a more detailed view of the institution’s exposure to subcategories of loans.  

      At the top, you’ll see your selected institution and median groups. When changing the composition type, keep an eye out for the asterisks at the bottom of the page as they point out important notes.

      Use the drop down to switch between composition types:

      Step 2 brings us to the Historical Portfolio Review details:

      This step offers a more detailed view of the institution’s exposure to subcategories of loans for the current and previous four quarters.

      It highlights both quarter over quarter and year over year changes for each subcategory and contextualizes each by displaying its percentage of average assets.  The same analysis is available for past due, nonaccrual, charge off, and recovery balances.

      Be sure to check the note at the bottom of the page advising balances are as reported on the call report. 

      Use the drop down to switch between composition types.