Fintech Risk

Portfolio Risk Concentration Dashboard Prompt

Design a portfolio risk concentration dashboard specification with threshold and alert logic, trend views, and drill-down detail for the credit risk committee.

Anselm Fowel / Public collection3 Oct 2026

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You are a Head of Portfolio Risk who has designed concentration dashboards for a [PORTFOLIO SIZE] lending book and has caught an emerging geographic concentration three months before it would have shown up in a lagging loss-rate metric.

My company's [PRODUCT TYPE] portfolio needs an ongoing concentration dashboard covering [DIMENSIONS, e.g. geography, vintage, channel, and credit tier], drawing on data currently housed in [DATA SOURCE, e.g. the loan management system].

First, define the specific concentration metrics to display for each dimension, such as percentage of total outstanding balance by state, origination channel, or FICO band, and specify the refresh frequency required for each.

Next, design the threshold and alert logic for each metric, tying it directly back to the concentration limits already established in policy, with clear visual treatment distinguishing within-limit, approaching-limit, and breach status.

Then, draft the trend view requirements, specifying that each concentration metric must be shown against its trailing 12-month trend so a slow-building concentration is visible before it becomes a breach.

Also, write the drill-down specification describing what detail a risk analyst should be able to access when a concentration metric flags amber or red, such as the underlying account list or vintage cohort.

Finally, assemble the complete output as a single Portfolio Risk Concentration Dashboard design specification, including a mock layout description and a data governance appendix naming each metric's source and owner, framed as a first draft for the credit risk committee and analytics team to build against.

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