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Property Portfolio
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Description:
Property Portfolio is a real estate portfolio management app for landlords and investors to track rentals, analyze cash flow, and maximize ROI. It centralizes properties, transactions, and performance metrics with AI-powered categorization and clear dashboards.
Core features
- Track rental income and expenses, attach receipts, and reconcile with optional bank sync.
- Analyze performance with cash-on-cash return, cap rate, IRR, and customizable portfolio dashboards.
- Generate tax-ready statements and export reports for accountants or partners.
Ideal for individual landlords, real estate investors, and small property firms seeking streamlined rental tracking, cash flow analysis, and a fast ROI calculator.
How to use:
1. Download the app and sign up with your email, then choose a personal or business profile.
2. Add properties by entering address, purchase details, mortgage terms, and units, or import a CSV from your spreadsheet.
3. Connect bank or card accounts to auto-import transactions, or add income and expenses manually.
4. Categorize transactions, set recurring rent and bills, and attach receipts; your dashboard updates cash flow and ROI in real time.
5. Open Reports to view monthly P and L, KPI summaries, and tax-ready exports; run scenario analysis and share CSV or PDF with your accountant or partners.
Get the app
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