Portfolio Intelligence

Aggregate Metrics

See the big picture instantly. Portfolio Manager automatically calculates total value, income, units, square footage, and more across every property in each portfolio.

View Pricing Back to Overview

Portfolio Snapshot at a Glance

All key metrics are calculated automatically from the properties in your portfolio.

Midwest Rentals

4 properties
Total Value
$980K
Monthly Income
$5,350
Total Units
10
Total Sq Ft
8,400
Avg Rent/Unit
$520
Gross Yield
6.37%

Florida Vacation

3 properties
Total Value
$1.09M
Monthly Income
$8,200
Total Units
4
Total Sq Ft
5,200
Avg Rent/Unit
$1,950
Gross Yield
8.63%

Sample data shown for illustration purposes

Visualize Your Portfolio

Interactive charts turn raw numbers into clear visual insights across all your portfolios.

Portfolio Value Distribution

Sample Data

How your total $2.34M is allocated across portfolios

Monthly Income by Portfolio

Sample Data

Rent and other income stacked per portfolio

Expense Breakdown

See exactly where your money goes with detailed expense category breakdowns for each property in a portfolio.

Midwest Rentals - Monthly Expenses

Sample Data

8 expense categories stacked per property

How It Works

Three simple steps to portfolio-level intelligence.

1

Add Properties to Portfolio

Drag properties into any portfolio using the board view, or add them directly. Each property's data -- value, rent, units, square footage -- is already stored.

2

Metrics Calculate Automatically

Portfolio Manager sums and averages every metric across all properties in the portfolio. Total value, monthly income, average rent per unit, and more -- all calculated for you.

3

Update in Real Time

Change a property's value or rent? Add or remove a property from a portfolio? All aggregate metrics refresh automatically. No manual recalculation needed.

Why Aggregate Metrics Matter

Move beyond individual property analysis to understand your portfolio as a whole.

Automatic Calculations

No spreadsheets, no formulas, no manual summing. Every metric is calculated automatically from the properties in each portfolio.

Real-Time Updates

Update a property's value or rent, and the portfolio totals change immediately. Add a new property, and it is counted instantly. Always current, never stale.

Portfolio-Level Insights

Understand how an entire group of properties performs together. See average rent per unit, total income, and combined value across the portfolio.

See Your Portfolio's Big Picture

Stop guessing about your portfolio's performance. Let automatic metrics show you the full picture across all your properties.

View Pricing