34 Charts. Every Angle of Your Portfolio.
A spreadsheet gives you one view. Portfolio Reports gives you 34 — organized into 7 sections so you can drill into income, risk, equity, and composition without building a single formula.
Start with the Scorecard
6 top-level KPIs give you an instant read on portfolio health before you dive into the charts.
Total Value
$3.2M
12 properties
Total Equity
$1.4M
43.8% of value
Monthly Cash Flow
$1,840
$153/property avg
Avg Cap Rate
6.8%
Portfolio weighted avg
Avg CoC Return
9.2%
Portfolio weighted avg
Weighted LTV
58.3%
Across all mortgages
Sample data shown for illustration purposes
How It Works
Four steps from opening the page to a complete analytics view of your portfolio.
Select a Portfolio
Pick any portfolio from the dropdown at the top of the page. The entire dashboard rebuilds instantly — scorecard, all 7 chart sections, everything.
Read the Scorecard
Six KPIs give you a health check at a glance: total value, equity, monthly cash flow, cap rate, cash-on-cash return, and weighted LTV. Understand the whole portfolio in seconds.
Browse 7 Chart Sections
Scroll through Income & Cash Flow, Returns, Values & Equity, Leverage & Risk, Expenses, and Portfolio Composition. Each section shows 2–5 charts focused on that angle.
Explore Chart Lab
10 advanced metrics for investors who want to go deeper: GRM, DSCR, rent-to-price ratio, diversification radar, hold period, price per square foot, and more.
7 Sections, 34 Charts
Every section is focused on one dimension of your portfolio. Scroll through all of them or jump to the one that answers your question right now.
Income & Cash Flow
4 chartsHow much is each property earning, and what’s the actual cash left over after expenses and debt service?
Returns
5 chartsWhich properties are generating the best returns? Compare cap rates, cash-on-cash, and appreciation across your entire portfolio.
Values & Equity
5 chartsWhere is your wealth concentrated? See market value, built equity, loan paydown progress, and how value is allocated across your portfolio.
Leverage & Risk
5 chartsAre any properties over-leveraged? Identify exposure before it becomes a problem with LTV, DSCR, and break-even occupancy across every property.
Expenses
3 chartsWhich properties cost the most to operate? Spot high-expense outliers and see how tax and insurance burden varies across your holdings.
Portfolio Composition
2 chartsWhat does your portfolio actually look like? See how your holdings break down by property type and occupancy status.
Chart Lab
10 charts10 advanced metrics for investors who want to go deeper. From diversification radar charts to gross rent multipliers, Chart Lab covers the metrics serious investors track.
34 total charts across 7 sections
Every Property in One View
Charts compare every property in your portfolio side by side. Outliers are impossible to miss.
Cap Rate by Property
Returns SectionAnnualized net operating income divided by current market value
Sample data shown for illustration purposes
Why This Matters
The right data at the right level changes the decisions you make.
One View, Whole Portfolio
Income, risk, and equity across every property in your portfolio — on a single page. No tabs to open, no spreadsheet columns to unhide.
Spot Risk Early
Concentration risk, over-leverage, high-expense outliers — all surface immediately in chart form. See a problem before it becomes a problem.
Instant, No Setup
All 34 charts pull from the property data you’ve already entered. Select a portfolio and every chart populates automatically — zero configuration required.
See Your Portfolio From Every Angle
34 charts. 7 sections. One portfolio. Get the complete picture of how your investments are performing.