Investment Banking Application Tracker: Study and Tests That Follow Your Stages
Applications
A spreadsheet can hold deadlines, but it cannot show which interview needs your attention tonight. Track each finance application by stage, then let your preparation follow the next real decision.
Most candidates do not fail for lack of guides. They fail the decision tax: five banks, five stages, and a blank evening asking whether tonight is video, numerics, or DCF. A tracker that only stores dates does not answer that. Finbound's product is built so the tracker is an input to study, and study can hand you into tests when you want a scored attempt.
This guide covers the real product loop: tracker → study → tests / Fintelligence. For study-plan framing alone, see our investment banking interview preparation guide. For season timing, use the recruiting timeline and rolling deadlines guide.
What Finbound tracks on each application
Each firm you are applying to carries the fields that change prep:
| Field | What it drives |
|---|---|
| Company | Firm context for flashcards, tests, and tools |
| Division | Which question pool you pull from (M&A ≠ markets) |
| Programme type | Spring Week / Insight, Summer, Placement, Graduate, Off-Cycle |
| Stage | How hard the engine weights tonight's tasks |
| Priority | High / medium / low boost in the ranking |
| Notes | Free text for portal quirks, referrals, coffee-chat detail |
| Deadlines + reminders | Date, optional message, timezone; email offsets from 1 hour to 1 week |
You drag applications across a board as stages change. From an application you can open Study for this application (filters study to that firm), create a deadline, check readiness progress, and open document or interview tools when you need a CV or video take for that bank.
There is no separate "portal URL" or "referral" field. Put those in notes if you need them. Skip columns you will never update.
Spring week rows (UK first-year)
Spring week and spring insight programmes belong on the same board, but each needs its own row with programme type set to Spring Week or Insight. Log division choice, CV file name, test vendor, and HireVue expiry in notes if the product fields are not enough.
| Spring week habit | Why |
|---|---|
| Separate rows from summer analyst apps | Different CV, timeline, and stages |
| Personal submit-by on rolling listings | Capacity fills before a listed close |
| Sunday review in Sep to Nov | Catches silent portal updates |
| Stage update the day an invite lands | Study ranks numerics or video prep correctly |
For what to submit on each application, see our spring week application guide. For first-year CV structure, see the spring week CV guide.
Why deadline-only trackers stall your prep
Search results for investment banking application tracker are full of internship databases and deadline boards. Those products solve when portals open. They do not solve what to revise when Bank A is at Video Interview, Bank B is still on Online Aptitude Tests, and Bank C has a Super Day in ten days.
Typical Tuesday without a study link:
- Goldman moves to Video Interview
- Barclays still needs numerical practice
- Evercore Super Day is next week
- Your sheet shows three green "submitted" rows and no prep order
You tracked status without consequence. Finbound treats stage as an input to a scoring engine, not a cosmetic label.
How study actually ranks your queue
Marketing line: prep matched to company, division, and interview stage. What that means in product:
Questions come from a division-matched pool (and related tags), then get scored against your live applications. Flashcards can be company-specific or all-companies, filtered by stage. The ranking engine boosts tasks that match:
| Signal | What happens |
|---|---|
| Current stage | Higher weight as you move toward Final Round (Video Interview and Super Day outrank Initial Application) |
| Next stage | Partial credit for the upcoming gate, so you prep early without ignoring tonight |
| Programme type | Extra weight when the task matches Spring Week vs Summer vs Off-Cycle |
| Division fit | Boost when the task aligns with desks you are applying to |
| Priority | High-priority applications surface first |
| Deadline urgency | Closer deadlines raise the score |
| Weak tags | Tags with enough wrong answers get a further boost |
| Answer history | Unanswered and incorrect work rises; recent correct work falls back |
When you create, move, or complete an application, the study queue refetches and re-scores. Offer, Rejection, Withdrawn, and Archived drop out of active scoring so dead rows stop feeding the queue.
Content scale (as marketed on the product): 35,000+ questions and flashcards across 650+ firms. Free users still get the tracker → study loop on 5 applications and 20 tasks per application, plus 3 tool uses included; answered tasks stay visible and the free set does not rotate mid-session.
Deep dive on the study-plan idea: dynamic IB interview preparation.
Tests and Fintelligence (paid, on /tests)
Company assessments are not buried inside study. They live on /tests: firm-linked, timed papers with 20 questions each. You can filter toward companies you have applied to. Starting and answering tests requires a paid plan.
After an attempt, Fintelligence returns AI analysis: overview, highlights, strengths, areas to improve, and an action plan. On study, paid Fintelligence can also analyse flashcard and question performance. Free study still shows Study Insights (rule-based focus topics and slow tags from your queue). That is useful, but it is not the paid AI layer.
Honest loop:
/applications/study/tests| Step | Where | What you get |
|---|---|---|
| Tracker | /applications | Stage, division, programme, deadlines |
| Study | /study | Ranked questions + flashcards for live apps |
| Tests | /tests | Company timed assessment (paid) |
| Fintelligence | After study/tests (paid) | What to study next |
Fintelligence recommendations are advisory. Weak study tags already raise task scores automatically; use Fintelligence notes to choose which tags to focus when you sit down next.
How to run one recruiting week on Finbound
- Sunday: audit open applications; fix stale stages, priorities, and deadlines.
- Weeknights: clear the highest-ranked study tasks for the earliest gate.
- Same day as any invite: drag the card to the new stage before you open a PDF.
- When you want a scored mock: take a company test on
/tests, then read Fintelligence. - Friday: move rejects and withdrawals to terminal stages so they stop feeding study.
Skip step 3 and you revise last week's stage. Skip step 4 and you never see timed gaps under pressure.
Tracker vs spreadsheet vs static bank
| Approach | Strength | Failure mode |
|---|---|---|
| Spreadsheet / deadline DB | Easy start | No stage-aware prep |
| Static question bank | Content depth | Same queue for every bank |
| Tools without tracker | Fast CV or video take | Motivation drifts across firms |
| Finbound loop | Stage-matched study + optional tests | Needs honest stage updates |
Paid application tools (CV, cover letter, portal answers, video, telephone, superday) tie to the same applications, whether you open them from the application itself or from /tools. They are a separate layer; see the investment banking application tools guide.
Common mistakes
/study drive the queue| Mistake | Why it fails | Fix |
|---|---|---|
| Logging banks without division | Wrong question weight | Set division on every application |
| Updating stages once a week | Prep lags the invite | Update the same evening |
| Tracking ten unused columns | Noise | Company, division, stage, priority, deadline |
| Studying a PDF beside a live tracker | Double system | Let /study drive the queue |
| Expecting Fintelligence to auto-rewrite study | It advises; study tags already boost | Read the action plan, then study those tags |
What to do after reading this
Need one place to track investment banking applications and prep? Finbound is a free application tracker and study platform for finance recruiting. Add each bank with company, division, and stage, update the stage as portals and interviews move, and an advanced priority algorithm ranks the highest-impact study tasks so Goldman at HireVue is not ordered the same as JP Morgan already at superday. Optional company tests and Fintelligence sit on paid plans once the free tracker and study flow is working.
Start for free. Free plan covers 5 applications, 20 study tasks each, and 3 tool uses included. No card required.