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Overview

The Analytics feature provides comprehensive portfolio analytics, dashboard insights, and reporting capabilities for monitoring credit portfolio performance, risk metrics, and operational statistics. Code Reference: app/api/routes.py (analytics endpoints), client/src/components/Dashboard.tsx

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Key Features

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Portfolio Analytics

  • Portfolio Overview: Complete portfolio statistics
  • Risk Metrics: Credit risk metrics and indicators
  • Performance Tracking: Track portfolio performance over time
  • Trend Analysis: Analyze trends and patterns
Code Reference: app/api/routes.py (get_portfolio_analytics endpoint)

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Dashboard Analytics

  • Dashboard Statistics: Key metrics for dashboard display
  • Activity Summary: User activity and system usage
  • Document Statistics: Document processing statistics
  • Policy Statistics: Policy decision statistics
Code Reference: app/api/routes.py (get_dashboard_analytics endpoint)

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Reporting

  • Custom Reports: Generate custom analytics reports
  • Export Functionality: Export analytics data
  • Visualization: Data visualization and charts
  • Scheduled Reports: Schedule automatic report generation

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Analytics Metrics

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Portfolio Metrics

  • Total Portfolio Value: Sum of all loan commitments
  • Active Loans: Number of active loans
  • Default Rate: Percentage of loans in default
  • Average Interest Rate: Average interest rate across portfolio
  • Geographic Distribution: Loan distribution by geography

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Risk Metrics

  • Credit Risk Score: Overall portfolio credit risk
  • Concentration Risk: Sector and geographic concentration
  • Policy Violations: Number of policy violations
  • Breach Count: Number of compliance breaches
  • Recovery Rate: Loan recovery success rate

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Operational Metrics

  • Document Processing: Documents processed per period
  • Extraction Accuracy: Extraction accuracy metrics
  • Policy Decisions: Policy decision statistics
  • User Activity: User activity and engagement

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Agent Workflow Metrics

  • LangAlpha Analyses: Number of quantitative analyses performed
  • DeepResearch Queries: Number of research queries executed
  • PeopleHub Profiles: Number of business intelligence profiles generated
  • Workflow Success Rate: Percentage of successful workflow completions
  • Average Processing Time: Average time to complete workflows
  • Tool Usage Statistics: Usage statistics for agent tools (market data, web search, Python REPL, etc.)
Integration: Agent workflow metrics are automatically tracked and included in analytics dashboards. Code Reference: app/services/quantitative_analysis_service.py, app/services/deep_research_service.py, app/services/digitizer_chatbot_service.py

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API Endpoints

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Get Portfolio Analytics

Get comprehensive portfolio analytics. Response: Portfolio statistics, risk metrics, and performance data Code Reference: app/api/routes.py (get_portfolio_analytics endpoint)

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Get Dashboard Analytics

Get dashboard statistics and key metrics. Response: Dashboard statistics including activity, documents, and policy decisions Code Reference: app/api/routes.py (get_dashboard_analytics endpoint)

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User Interface

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Dashboard

Location: client/src/components/Dashboard.tsx Features:
  • Portfolio Overview: Key portfolio metrics
  • Activity Summary: Recent activity summary
  • Document Statistics: Document processing stats
  • Policy Statistics: Policy decision summary
  • Quick Actions: Quick access to common actions
Access: Navigate to “Dashboard” in sidebar

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Best Practices

  1. Regular Monitoring: Monitor analytics regularly
  2. Trend Analysis: Analyze trends over time
  3. Risk Assessment: Use analytics for risk assessment
  4. Performance Tracking: Track portfolio performance
  5. Report Generation: Generate regular reports

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Agent Workflow Integration

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Agent Dashboard Analytics

The Agent Dashboard provides comprehensive analytics for all agent workflows:
  • Unified Statistics: Overview of all agent results (LangAlpha, DeepResearch, PeopleHub)
  • Usage Analytics: Track agent usage by type, user, and time period
  • Performance Metrics: Average processing time, success rates, error rates
  • Result Statistics: Number of analyses, research queries, and profiles generated
Access: Navigate to “Agent Dashboard” in sidebar Code Reference: client/src/apps/agent-dashboard/AgentDashboard.tsx

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Agent Results in Analytics

Agent workflow results are automatically integrated into analytics:
  • Deal Analytics: Agent results linked to deals appear in deal analytics
  • Portfolio Analytics: Quantitative analyses contribute to portfolio risk metrics
  • Research Analytics: DeepResearch queries tracked in research analytics
  • Business Intelligence: PeopleHub profiles included in credit risk assessments

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Report Generation

Agent workflows automatically generate reports that are:
  • Included in Analytics: Report statistics tracked in analytics dashboards
  • Exportable: Reports can be exported and included in analytics exports
  • Auditable: All agent operations logged for audit compliance
Code Reference: app/services/agent_report_service.py, app/services/report_formatter.py

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Additional Resources

Last Updated: 2025-01-14
Code Reference: app/api/routes.py, client/src/components/Dashboard.tsx, client/src/apps/agent-dashboard/AgentDashboard.tsx