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Property Insights Docs

Getting started — growing a portfolio

If you already own more than one property, Property Insights can group them into a Portfolio for consolidated cashflow, equity, and forecasting — while still tracking each property individually.

Day one

Section titled “Day one”
  1. Set your country in Settings.
  2. Add your existing properties — even rough figures give a useful starting portfolio overview.
  3. Create a portfolio to group properties for a combined view.
  4. Connect your bank accounts to track offset and loan balances across the portfolio.
  5. Link each property to the portfolio so its numbers roll up into the combined forecast.

In your first couple of weeks

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  • Add pipeline properties — properties you’re researching or negotiating on, in an acquisition status (Researching, Shortlisted, Due Diligence, Offer/Negotiating, Under Contract). This lets you forecast the impact of your next purchase on the whole portfolio before you commit.
  • Add your professional team as contacts — broker, accountant, property manager — so they’re one click away from every property they’re involved with.
  • Review portfolio cashflow to check the combined monthly position across every property.
  • Set growth assumptions (capital growth, rental growth, expense growth) per property so long-range forecasts reflect your actual expectations rather than the defaults.

One portfolio, mixed statuses

Section titled “One portfolio, mixed statuses”

A portfolio can contain properties at any stage — owned and tenanted, mid-acquisition, or being considered for sale — and the consolidated cashflow/equity figures update automatically as a property’s status changes.

Section titled “Related”