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Growth Tracking

Track how your real estate net worth grows month over month.

How Growth Tracking Works

Click "Save Snapshot" to record today's portfolio values — property value, total debt, net equity, and monthly cash flow. As you save snapshots over time, the Net Worth Over Time area chart populates automatically, plotting each data point so you can visualize your wealth trajectory.

  • Save a snapshot any time — the app will upsert if you save more than once on the same day
  • Net Worth Over Time chart: area chart with three series (value, debt, equity) showing the growing gap
  • Snapshot History table: review and delete any past snapshot
  • Filter by portfolio (requires Portfolio Manager) to track sub-portfolios separately

Why This Matters

A monthly snapshot habit turns raw numbers into a trend story. You'll see the exact month your equity crossed a milestone, how debt paydown and appreciation combine, and whether your portfolio is growing at the pace your plan requires.

  • Visualize debt paydown and appreciation working together over years
  • Hold yourself accountable — a flat equity line means it's time to reassess
  • Export the chart for presentations, lender meetings, or partner reviews

Sample Output

See what this feature calculates for you.

Growth Tracking
Total Equity $487,200
Total Debt $812,000
Net Worth $487,200
Monthly CF +$3,840/mo

Ready to Use Growth Tracking?

Get access to this feature and everything else in Portfolio Net Worth Tracker.