The Lending Robot is performing bids in the background, I’m tesing E-Mail notifications with reports of the last days, Secondary Market scheduling and so on. The frontend meanwhile is lacking behind. So the last days I made some tryouts in order to find a good looking user frontend with not too much and not too less information. I would not say it’s final but the basic idea shall fit.
The Portfolio view contains 3 parts
- Graph with investments
- Settings
- Loan List
This view applies to all Portfolios – Primary, Secondary and External. It provides an overview about the investments and the corresponding ratings, the desired values e.g. for rebalancing and the late status of loans all in one page!
What I miss is some history. How many bids are needed to achieve this state, how many auctions were cancelled, which one were outbidded. Currently I just printout a list. I still need to think about a nice view.