Holdings and performance
Add the properties you own, their purchase details, rent and costs, and see the portfolio's income and position.
Portfolio management
Portfolios bring your holdings together — what you paid, what they earn and cost, and how your developments are tracking — with each figure showing what it rests on.

Add the properties you own, their purchase details, rent and costs, and see the portfolio's income and position.
Each development workspace reports its budget, programme and progress into the portfolio.
Rental income and expenses kept for your returns, with Xero and your accountant, in the Tax module.
Which plan has it
In Premium and Enterprise. Enterprise shares portfolios across a team.
Related
Start free — no credit card. Two property reports a day, and every source named.