Investors with 5+ properties can't easily see their total portfolio performance. Tracking equity, cash flow, and returns across properties requires complex spreadsheets. Net worth calculations are manual and never up to date. Refinancing decisions are based on guesses about equity instead of data.
Portfolio management dashboard that automatically tracks property values, mortgage paydown, cash flow, and total returns — giving investors a real-time net worth view and data-driven insights for refinance and sale decisions.
Real estate investors with 3–30 properties across multiple markets, self-directed IRA investors tracking real estate holdings, and family offices managing property portfolios
More individual investors are building rental portfolios. Interest rate changes require refined refinancing decisions. Property values are shifting — investors need real-time data. Wealth management platforms ignore real estate-specific metrics.
Freemium: 2 properties free. $14/mo (up to 10 properties), $29/mo (up to 25 properties), $59/mo (unlimited + bank sync), $99/mo (Premium + tax modeling + API). Annual: $119/yr, $249/yr, $499/yr.
Free basic tracking but monetizes with lending referrals. Limited portfolio analytics
Flexible but manual data entry, no auto-valuations, formulas break, no mobile access
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