Portfolio Protection Heatmap
A color-coded grid shows checklist completion across every property in your portfolio. Red squares mean danger — green means you are covered.
See Your Entire Portfolio at Once
Every property. Every category. Every gap. One view tells you exactly where your protection stands.
| Property | Title & Ownership | Insurance | Liability | Compliance | Overall |
|---|---|---|---|---|---|
|
123 Main St
|
100% | 100% | 85% | 100% | 96% |
|
456 Oak Ave
|
80% | 90% | 62% | 78% | 77% |
|
789 Pine Dr
|
60% | 70% | 46% | 56% | 58% |
|
321 Elm Ct
|
40% | 50% | 31% | 33% | 38% |
|
555 Cedar Ln
|
100% | 80% | 77% | 89% | 86% |
|
999 Maple Rd
|
20% | 30% | 15% | 22% | 22% |
|
777 Birch St
|
90% | 100% | 92% | 100% | 95% |
|
222 Walnut Dr
|
— | — | — | — | Not started |
How to Read the Heatmap
Three color zones tell you exactly what needs attention and what is already covered.
Red Squares
Critical gaps — these properties have major unprotected areas. Title may not be in the entity name, insurance may be missing, or liability items are unchecked. Address these first.
Amber Squares
Partial coverage — items started but not finished. You have begun the process but key verification steps remain. These are your next priority after clearing red.
Green Squares
Fully verified — protection confirmed for this category. The checklist items have been completed and the property is covered in this dimension. Re-verify annually.
Spot Patterns Instantly
The heatmap reveals two types of problems that are invisible when you look at properties one at a time.
Entire Column Is Red
If a whole column is red or amber, you have a systematic gap. For example, if the Insurance column is red across all properties, you likely haven't verified any insurance policies. Fix the process, not individual properties.
Entire Row Is Red
If a single row is red across all columns, that property needs focused attention. Maybe it was a recent acquisition and hasn't been set up yet, or it was overlooked during your last review cycle.
Sample data — your heatmap reflects your actual property checklist progress.
Explore More Features
See everything Asset Protection Checklists has to offer.
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 →See Your Portfolio Heatmap
One color-coded grid shows exactly where your portfolio is protected and where gaps remain. No more guessing.