Entire portfolio?#108

Do I have to split the portfolio per currency? There is no reason for this. The fax risk isn’t really visible by this view and the credit risk is harder to manage when I have two different portfolios.

From a portfolio risk perspective, this is not a good idea. Love to talk more if you need any advice on risk management.
Br
Hannes Sternbeck Fryxell
Financial risk management consultant

Hi Hannes, Thanks for your feedback. Happy to hear more about your thoughts. I will email you. All the best Lillemor

Having two different views of my portfolio brings comes with a lot of downsides and is a realy paint point to me.

Let me outline my requirements from a user perspective.

1.0 I would like to know the following info at a glance:
1.1 “Outstanding portfolio”
1.2 “Expected total repayments”
1.3 “Total repaid interest”
1.4 “Total losses”
1.5 “Total return”
This should be independet from the currency.
All info should be visible at a glance.

2.0 I would like to see the following information in charts:
2.1 “Borrower distribution”
2.2 “Country distribution”
2.3 “Status distribution”
2.4 “Final maturity” (see https://trine.nolt.io/111)

All of this info should include each currency supported on Trine.

Hello Simon,

Thank you for taking the time to share your detailed feedback with us. I understand how having two different portfolio views can be frustrating, and your insights are incredibly valuable.

I’ve shared your requirements with our tech team for consideration. They’ll review these ideas as we work toward improving the user experience.

Thank you again for helping us enhance our platform! I’ll keep you updated on any developments.

Best wishes,

Liz