Self-Directed IRA / Solo 401k Real Estate Planner Features
Explore every feature of Self-Directed IRA / Solo 401k Real Estate Planner — from the shared property database to tax-advantaged real estate.
Included with All Apps
These core features are included with every app you purchase — no extra cost.
Property Database
70+ financial fields organized into 11 categories with auto-save and full change history.
Comprehensive Property Data
Every number an investor needs across 11 organized sections with smart field types.
Smart Editing & Live Sidebar
Auto-save with 800ms debounce, per-section status badges, and real-time calculations.
Property Classification
Tag properties by investment strategy and property type. Filter and sort your entire portfolio.
Real-Time Calculations
27 key metrics across 5 categories computed instantly as you type, with clickable walkthroughs.
Portfolio Dashboard
Portfolio highlights, property cards, strategy and type breakdowns, overview charts, and cross-app features.
AI Property Import
Copy a prompt, paste your MLS listing into any AI tool, and import 20+ property fields in seconds.
Included with Purchase of Self-Directed IRA / Solo 401k Real Estate Planner
These advanced features are available when you purchase Self-Directed IRA / Solo 401k Real Estate Planner.
Account Comparison
Deep dive on comparing SDIRA vs Roth vs Solo 401(k) for real estate investing.
Learn more →UBIT Analysis
Understanding and calculating Unrelated Business Income Tax on leveraged real estate held in IRAs.
Learn more →Growth Projections
Tax-free compounding and long-term wealth modeling for IRA-held real estate.
Learn more →Get Started with Self-Directed IRA / Solo 401k Real Estate Planner
Model contributions, calculate UBIT, and project tax-free growth today.