Portfolio

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: