Your Portfolio Dashboard
Every app you purchase includes a full portfolio dashboard — see highlights from your entire portfolio, filter by strategy and property type, and access cross-app features all in one place.
Portfolio Highlights at a Glance
The top of your dashboard shows key metrics across your entire portfolio.
Properties currently in your portfolio
Combined value of all properties
Total monthly rental income
Combined equity across portfolio
These highlight cards update automatically as you add, edit, or remove properties. Your entire portfolio's health — visible at a glance, every time you log in.
The Property Card
Every property in your portfolio is displayed as a card. Here's what each one shows you.
This is the actual card component — exactly what you'll see in your dashboard.
What's on Each Card
Your custom property name and full street address for easy identification.
Active, prospect, under contract, or any custom status you set.
Investment strategy (Nomad™, BRRRR, Flip, etc.) and property type (Duplex, SFR, Commercial, etc.).
Property value, monthly rent, purchase price, and rent-to-value ratio — the four numbers you check most often.
Bedrooms, bathrooms, and square footage at a glance.
When you bought it and how many units, displayed in the card footer.
Found a similar deal? Copy an existing property to start with all its details pre-filled instead of entering everything from scratch.
Decided not to buy a property? Delete it from your account to keep your portfolio clean and focused on the deals that matter.
See Your Portfolio at a Glance
Instantly see how many properties you have and how they break down by investment strategy and property type.
Properties by Strategy
12 properties — sample data
See at a glance how your portfolio is distributed across investment strategies. Identify if you're over-concentrated in one approach or nicely diversified.
Properties by Type
12 properties — sample data
Understand your property mix — single-family, multi-family, condos, commercial, and more. Diversification across types reduces risk.
Click any slice to filter. Click a strategy or property type in either chart and your entire property list instantly filters to show only matching properties.
Portfolio Overview Charts
Toggle between property value, rent, or rent-to-value ratio to see how your entire portfolio compares side by side.
Portfolio
12 properties — sample data
Compare current market values across all properties to spot your highest-value assets.
Cross-App Features on Your Dashboard
When you purchase additional apps, their features appear directly on your dashboard — giving you a richer view of each property without leaving the page.
Rental Property Calculator
Adds 102 calculations to each property card — purchase summary, loan details, cash flow metrics, and key ratios, all computed instantly from your property data.
Sold separatelyTWGREDAS™
Adds the full 40-year deal analysis to each property — Return Quadrant™ analysis, overrides, amortization, IRR, and 9 interactive charts.
Sold separatelyPortfolio Manager
Groups properties into portfolios for aggregate analysis, side-by-side comparison, and drag-and-drop organization.
Sold separatelyProperty Tags
Create custom tags to organize and filter your properties beyond the built-in strategy and type classifications.
Sold separatelyEach app you add enriches the dashboard. Your dashboard grows with your toolkit — purchase any app, and its features integrate seamlessly into the property views you already use.
Your Purchased Apps
The dashboard also shows which apps you've purchased, so you can quickly launch any tool in your toolkit.
TWGREDAS™
40-Year Deal Analysis
ActiveRental Property Calculator
102 Calculations
ActivePortfolio Manager
Aggregate Analysis
ActiveAccess all your purchased apps from the dashboard or from the My Apps page. Launch any tool in one click.
Asset Protection Checklists Features
Explore what Asset Protection Checklists can do for you.
Save $600–$1,500 Per Attorney Consultation
Walk into every attorney meeting prepared. Each checklist item explains why it matters, how to implement it, and includes an AI prompt — so you skip the education hour and get straight to strategy.
Learn more →Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting and drag-and-drop property assignment.
Learn more →Per-Property Protection Checklist
43-item checklist to verify each property is properly titled, insured, and legally protected across 4 critical categories.
Learn more →Insurance Coverage Review
Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.
Learn more →Deed Type Tracking & Liability
Learn how 12 different deed types create different levels of ongoing liability — and how that liability can follow you even after you sell the property.
Learn more →Entity Compliance Dashboard
Centralized compliance tracking for all entities: good standing verification, annual report status, and checklist completion.
Learn more →Protection Score Dashboard
A single 0-100 score tells you how well protected your portfolio is right now. A 5-dimension radar chart shows exactly where gaps exist so you know what to fix first.
Learn more →5-View Entity Organizer
Visualize and reorganize your entity-property structure using 5 different views: Kanban, File Manager, Dot Map, Org Chart, and Focus view.
Learn more →Portfolio Protection Heatmap
A color-coded heatmap shows checklist completion across every property in your portfolio. Red squares mean danger — green means you are covered.
Learn more →Guided Walkthrough Mode
Turn on Guide Mode to see educational panels for every checklist category: what it covers, what to look for, and what action to take. Learn asset protection as you go.
Learn more →Missing Entity Transfer Detection
Automatically detects properties with acquisition deeds but no entity transfer — the #1 asset protection mistake. Fix it before a lawsuit exposes you.
Learn more →Deed Type Reference Guide
An interactive reference for all 12 deed types with risk levels, use cases, liability summaries, and expandable details. Know which deed type to use — and which to avoid.
Learn more →Protection Cost Tracking & ROI
Track every dollar you spend on asset protection — formation fees, registered agents, annual reports, attorney consultations — and see the per-property cost vs. the cost of a single lawsuit.
Learn more →14 AI-Powered Asset Protection Prompts
Pre-built expert prompts that inject your entity structure, property data, and compliance status directly into the prompt — paste into any AI chatbot for instant personalized analysis.
Learn more →Attorney Meeting Report
Generate a comprehensive, print-ready report with all your entities, properties, compliance status, deed records, checklist progress, and costs — everything your attorney needs in one document.
Learn more →General Protection Checklist
36-item portfolio-wide checklist for entity hygiene, insurance strategy, legal structure, and ongoing maintenance — the strategic layer above individual property protection.
Learn more →AI Contract Review Pipeline
Analyze operating agreements, bylaws, and trust documents with a 5-step AI pipeline: plain English, risks, obligations, negotiation playbook, and executive brief.
Learn more →Your Portfolio, One Dashboard
Every app you purchase includes the full portfolio dashboard. Add properties, see highlights, filter by strategy, and access cross-app features — all in one place.