Track Every Dollar Across Your Portfolio
Record actual monthly income and expenses for every property, compare them against your underwriting line by line, and get flagged the moment a category drifts. Lease alerts, portfolio and entity rollups, AI-ready partner reports — all in one place.
What You Get
Everything you need, built for real estate investors.
Deal Analyzer P&L Form
Monthly entry mirrors a Deal Analyzer P&L: Income / Operating Expenses / Debt Service. Each input shows your projected value as the placeholder so variance jumps off the page.
Per-Category Variance
See exactly which expense categories are overrunning — taxes, insurance, maintenance, management — in dollars and percent, sorted by worst offender.
Anomaly Alerts
Any category that deviates >20% from its rolling 6-month baseline gets flagged with a red badge on the dashboard and per-property views. No more silent expense creep.
Cap-Rate Burndown
Watch trailing-12-month NOI ÷ current value plotted against your projected cap rate. Trend annotation tells you if your asset is still pulling its weight.
AI-Ready Prompts
Six purpose-built prompts: lender performance update, partner quarterly report, underperformer diagnosis, lease renewal brief, year-end tax prep, sell-or-hold call. All wired to your live numbers.
Lease Alerts
Dashboard banner surfaces leases expiring in the next 90 days. Property detail shows active lease info inline. Pulls from your shared platform leases — no duplicate data entry.
Portfolio + Entity Rollups
Group performance by user-defined portfolio or by ownership entity for partner reporting. T12 NOI, current cap rate, cash flow — rolled up automatically.
Editable Projections
Refi happened mid-year? Rent bumped? Override any projected line item per month so your variance stays meaningful instead of stale.
Bulk Monthly Entry + CSV Export
One screen to record rent collected, vacancy days, and late-payment dates across every active unit. CSV export for partner statements and tax-prep handoffs.
How It Works
Capture Actuals
Open Monthly Entry, work down the Income / OpEx / Debt Service columns. Each field shows your projected number as a placeholder; auto-save fires the moment you tab out.
Spot the Drift
The dashboard surfaces variance per category, anomaly badges on flagged months, and a cap-rate burndown so eroding deals stand out before they cost you.
Generate the Report
Send the lender update, partner quarterly, or year-end tax summary in one click — the AI prompts pull straight from your live numbers.
Explore Features
Dive deeper into what each feature offers.
Variance & Anomaly Analytics
Per-category variance, anomaly badges, cap-rate burndown, and cost-creep watch all on one screen.
Learn more →AI Prompts Hub
Six purpose-built prompts wired to your live portfolio data — lender, partner, tax, sell-or-hold, lease renewal, underperformer.
Learn more →Portfolio + Entity Rollups
Group performance by user-defined portfolio or by ownership entity for partner-grade reporting.
Learn more →Why Investors Choose This Tool
Spot Trends Early
Anomaly detection flags any category that drifts >20% from its rolling baseline — months before it shows up in your year-end summary.
Validate Your Underwriting
Compare actual results line-by-line against your purchase assumptions. Learn which projections were accurate and improve future deal analysis.
Reports That Write Themselves
AI prompts pull live numbers and bundle them into copy-paste briefs for lenders, partners, and your CPA.
Portfolio-Wide View
Property, portfolio, and entity rollups in one place. Cross-app integrations push your actuals into Net Worth and Sell-or-Refi automatically.
Sample Performance View
Portfolio of 4 properties, 7 units: trailing-12-month performance snapshot.
Know Exactly How Your Rentals Are Performing
Track every dollar, flag every anomaly, and generate partner-ready reports straight from your live numbers.