📊 Portfolio Overview

Key metrics and statistics across all managed portfolios

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Active Portfolios
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Registry Entries
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Total Loans
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Total Exposure
Need row-level CRIBIS data? Open dedicated views for each dataframe:

Recent Activity

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👥 General Registry

Unified party management - Individuals, Corporates, Suppliers

Filters

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💼 Portfolios

NPL/UTP portfolio management and tracking

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💰 Loans & Exposures

Manage loan positions, guarantees, and credit lines

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🏠 Assets & Collateral

Real estate, movable assets, and collateral securing the portfolios

View Collections Dataset View Expenses Dataset

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✅ KYC & Compliance

Know Your Customer checks, risk ratings, and exposure by borrower

Open Parties Dataset

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💳 CRIBIS Collections & Payments

Direct insight into Bolina SPV cash receipts, projected recoveries, and operating expenses

Powered by CRIBIS parquet files. Provide a loan agreement ID or NDG to visualize real cash flow vs. projected recoveries, recent payments, and recovery expenses without running SQL migrations.
Use any `loan_id` or `ndg_new` present in the CRIBIS Mensile dataset.
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Cash Flow vs Actual Collections

Submit an identifier to plot projected vs. actual recoveries.

Recent Payments (Bolina SPV)

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Recovery Expenses (Costi Totali)

No recovery expenses available.

📒 General Ledger & Accounting

Double-entry accounting, journal entries, and ledger summaries

Review Expense Dataset

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