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Portfolio Performance Overview

portfolio performance, property performance for all properties

Written by Riz

You can now see how your entire portfolio is performing in one place! 🎉

We've added a new Performance tab with a Portfolio Performance view that gives you a rolled-up snapshot of key metrics across all your properties:

  • Net Operating Income

  • Cash Flow

  • Cash on Cash Return

  • Estimated Equity

The new Property Breakdown section displays these metrics per property with month-over-month comparisons, so you can quickly spot where you're trending up or down.

Income pulls from your recorded rent payments, and expenses pull from your Accounting section automatically. If you're missing data, use the Portfolio Coverage quick action to fill in mortgage, equity, and cash invested by property.

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