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.

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

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.

1. Click on Portfolio Tracker > My Entities & Goals > Add a new entity.
2. 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.

Click Move to Portfolio Tracker at the top of the Property Analyser report.

Learn more with this quick video

Portfolio Tracker is included in all of our plans.