Portfolio Desk
Credit card portfolio analysis agent
Analyze underwriting, acquisition quality, portfolio risk, and product economics in plain English, with the SQL behind every answer.
Open agentPortfolio coverage
UnderwritingAcquisitionPortfolio riskProduct economics
ASuperprime780-850
BPrime720-779
CNear-Prime660-719
DSubprime600-659
EDeep-Subprime300-599
Agent architecture
Agent with read-only data access.
- SQL validation
- The 20 core analyses run pre-written SQL with declared parameters. Open-ended questions are limited to validated, read-only SELECT queries.
- Agent stack
- Strands Agents SDK, Google Gemini, PostgreSQL, and Next.js.
- Portfolio data
- 16 linked tables, 194,518 records, and 8,887 accounts.