Portfolio Mix Dashboard

Upload or paste a portfolio schedule, then surface class, territory, and limit concentration with commentary and warning flags for underwriting review.

Created by

Poovannan Rajendran

Analysis and review time (MM:SS:CS)

00:00:00

Current source

balanced.csv

Storage

Awaiting run

Mode

Portfolio concentration review

Intake

Portfolio source

Upload zone

Use built-in samples, paste CSV rows, or load a local file.

Source label

Portfolio CSV

Current flow analyzes pasted or uploaded CSV locally through the app route.

Commentary

Executive readout

Run the analysis to generate the first portfolio summary and underwriting commentary.

Warnings

Concentration triggers

Warning cards appear here when class, territory, or large-limit concentration crosses the current thresholds.

Class mix

Distribution

Class distribution will appear after analysis.

Territory mix

Distribution

Territory distribution will appear after analysis.

Limit bands

Distribution

Limit-band distribution will appear after analysis.

Actions

Underwriting next steps

Action guidance will appear after commentary is generated.

Persistence

Storage status

Supabase storage is optional. If server credentials exist, the analysis run is stored in the Day 2 schema.