Portfolio Tracker

Build a better quality portfolio faster

Track growth and cash flow by individual property.
Set portfolio goals and track your results.
Easy financial reporting. Get instant, up to date data with quick links to the original transactions.
Easily forecast the impact of personal tax benefits and land tax in advance.

Know the numbers that matter most

Track market values, capital growth, equity, income and cash flow
Capture all of your expenses to help legally maximise your deductions and minimise tax.
Store files, photos and contacts for each property to help property management.

What is Portfolio Tracker

Portfolio Tracker allows you to build and track the performance of your portfolio, property by property.

You will be able to quickly identify:

Estimated market value of each property you own.
Cash flow position.
Equity position.

How do I add a property in to Portfolio Tracker?

Click on Portfolio Tracker > My Properties > Add a new property.
Follow the prompts and enter all the information relevant to your property.
Save.

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How do I create entities in Portfolio Tracker?

Entities are ownership structures, things like personal names, a trust, company or even a Self Managed Super Fund (SMSF).

Real Estate Investar allows you to have multiple entities. Entities can own 100% of a property, or perhaps in the event of a JV partnership, a % of a property.

Click on Portfolio Tracker > My Entities & Goals > Add a new entity.
Complete the fields and click "Save".

The most common ownership entity is Personal Ownership (i.e. under your own name) and by default, a "Personal Ownership" entity has already been setup in your account.