The Portfolio Dashboard provides a in-depth look into an institution's loan portfolio. Tracking loan composition level and trend as well as comparably 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" will take you to the Comparative Performance details:
Use the drop down to switch between composition types:
Step 2 of Section 1 will bring you to Historical Portfolio Review details:
Use the drop down to switch between composition types: