Banking Intelligence
Getting Started

Navigating the Dashboard

Learn what each section of the Overview dashboard shows and how to use the watchlist panel.

Dashboard Overview

The Dashboard is your landing page after login. It provides a snapshot of the entire banking system.

Key Metrics

At the top you will see four summary cards:

  • Active Institutions — Total number of active institutions across all regions.
  • Total System Assets — Combined assets of all active institutions.
  • Bank Failures — Historical count of FDIC-recorded bank failures.
  • Data Points — Number of financial records in the database, plus count of macro series.

Top Banks Table

Below the metrics you will find a ranked list of the 15 largest institutions by total assets. Click any bank name to jump to its full profile page.

System Overview Charts

Interactive charts visualize aggregate trends: asset concentration, state-level breakdowns, and recent failure timelines.

Watchlist Panel

If you have added banks to your watchlist, a panel on the dashboard shows their latest key ratios at a glance. Free accounts can watch up to 3 banks; Pro accounts have no limit.