Portfolio Manager Features

Explore every feature of Portfolio Manager — from the shared property database to unlimited portfolios & comparisons.

Included with All Apps

These core features are included with every app you purchase — no extra cost.

70+ financial fields organized into 11 categories with auto-save and full change history.

Every number an investor needs across 11 organized sections with smart field types.

Auto-save with 800ms debounce, per-section status badges, and real-time calculations.

Tag properties by investment strategy and property type. Filter and sort your entire portfolio.

27 key metrics across 5 categories computed instantly as you type, with clickable walkthroughs.

Portfolio highlights, property cards, strategy and type breakdowns, overview charts, and cross-app features.

Copy a prompt, paste your MLS listing into any AI tool, and import 20+ property fields in seconds.

These advanced features are available when you purchase Portfolio Manager.

Kanban-style visual board for organizing properties across portfolios.

Portfolio-level totals for value, rent, units, and square footage.

Side-by-side comparison of up to 4 portfolios with charts and tables.

Group by strategy, market, or any criteria with unlimited portfolios.

34 charts across 7 sections: income, returns, values, leverage, expenses, composition, and Chart Lab.

Group, compare, and analyze your properties across custom portfolios. Get the big-picture view of your real estate investments.