Six tools. One source of truth.
Every Portfoliq product answers a different question — and they share the same data, the same scoring, and the same recommendation engine.
Three questions every owner asks. Six tools that answer them.
See
Know exactly where you stand
Real-time visibility across every property — not just spreadsheets you refreshed last quarter.
Stop flying blind
See which properties are performing and which are costing you money. Portfolio-wide health scores, trend analysis, and risk alerts — the command center institutional investors use, now available to you.
- Unified Portfolio View
- Health Score Metrics
- Trend Analysis
Portfolio Value
$0.00M
Health Score
0
Properties
0
142 Oak Street
Multifamily
88 Pine Avenue
Single Family
305 Market Blvd
Commercial
17 Harbor Lane
Duplex
3 new recommendations
Refinance 88 Pine Ave to save $340/mo
Every dollar, accounted for
Income waterfall, expense breakdown, NOI trending, and equity tracking for each property. Know exactly where money flows and where it leaks — at the asset level and across your portfolio.
- Income Analysis
- Expense Breakdown
- NOI Waterfall
142 Oak Street
Multifamily · 4 units
Health
0
Monthly NOI Waterfall
Cap Rate
0%
Cash-on-Cash
0%
DSCR
0x
Expense Ratio
0%
NOI up 4.2% vs last quarter
Decide
Stop guessing. Start moving.
AI-grade analysis tells you what to do next — and shows the math behind every recommendation.
Your next move, backed by math
Six analysis categories surface opportunities you are missing: rent optimization, expense reduction, debt restructuring, capital planning, hold/sell signals, and market positioning. Every recommendation shows its reasoning — no black boxes.
- Six Analysis Categories
- Transparent Reasoning
- Priority Scoring
4 Active Recommendations
Refinance 88 Pine Ave
Current rate 6.2% is 1.4% above market. Savings: $340/mo
Adjust rent at 142 Oak St
Current rent $1,850 is 8% below market comp avg of $2,010
HVAC replacement at 305 Market
Unit is 18 years old (avg lifespan 15-20). FCI rising.
Evaluate selling 17 Harbor Ln
Health score 65, negative cash flow trend for 3 quarters.
Capex bundling opportunity
HVAC + Appliances — both within 3yr RUL. Bundle with one contractor.
Your debt is a tool. Use it.
See your entire debt portfolio at once. Model refinance scenarios, compare HELOC vs. cash-out refi, and get a step-by-step debt optimization playbook that sequences decisions by impact and urgency.
- Debt Overview
- Rate Analysis
- Maturity Planning
Total Debt
$3.67M
Wtd Avg Rate
5.2%
Avg LTV
71%
Refinance Opportunity
88 Pine Ave: Refinance from 6.2% to 4.9% market rate → save $340/mo
Plan
Build the next five years
Underwrite new deals and sequence capital deployment with the same engine your portfolio runs on.
Run the numbers before anyone else
Compare 8 investment strategies side-by-side for any property: LTR, STR, flip, lease option, subject-to, master lease, NNN, and seller finance. See cash-on-cash, cap rate, DSCR, and monthly cashflow instantly.
- Quick Deal Entry
- Portfolio Fit Analysis
- Scenario Modeling
245 Elm Street — Duplex
Portland, OR · Listed 3 days ago
Purchase Price
$425,000
Down Payment
$106,250
Loan Amount
$318,750
Monthly Cash Flow
$485
Return Projections
Base Case
CoC 9.8%
IRR 14.3%
Conservative
CoC 7.1%
IRR 11.2%
Aggressive
CoC 12.4%
IRR 17.8%
Spend smarter, not just less
Multi-year CapEx forecasting with priority scoring based on ROI, urgency, and portfolio impact. Track reserve balances, plan acquisition timelines, and sequence capital projects across your entire portfolio.
- CapEx Forecasting
- Priority Scoring
- Reserve Tracking
Annual CapEx
$0K
Reserve Balance
$0K
Avg ROI
0.0%
Quarterly Forecast
Priority Projects
HVAC Replacement
305 Market
Roof Repair
88 Pine Ave
Unit Renovation
142 Oak St
Parking Lot
17 Harbor Ln
Outcomes
$4,080
/yr in avg savings found
82
avg health score improvement
5 min
to add a property
The difference
The natural evolution from spreadsheets
Spreadsheets are great for ad-hoc analysis. But they cannot sequence capital decisions across a portfolio, score facility condition, or generate strategy recommendations. These capabilities require purpose-built software — and that is what Portfoliq delivers.
| Feature | Portfoliq | Spreadsheets |
|---|---|---|
| Analysis | ||
| Capital sequencing across portfolio | Automated by impact | |
| Facility condition intelligence (FCI) | Built-in scoring | |
| AI-powered strategy recommendations | Six rule-based engines + AI narrative | |
| Automated property health scoring | Manual calculation | |
| Deal analysis (8 strategies) | Built-in, instant | Custom templates needed |
| Collaboration | ||
| Multi-user access | Limited or complex | |
| Professional client reports | One-click PDF generation | Manual formatting |
| Version history and audit trail | Automatic | Manual or limited |
| Automation | ||
| Continuous portfolio monitoring | ||
| Refinance opportunity detection | Automatic alerts | |
| Debt service coverage tracking | Real-time DSCR monitoring | Manual calculation |
| CapEx planning and tracking | Built-in with reserve modeling | Manual spreadsheet |
| Reporting | ||
| Portfolio performance dashboards | Real-time | Manual updates |
| AI-generated narrative insights | Claude-powered analysis | |
See it in action — free forever
Join property owners making smarter decisions with their real estate investments.
100 founding member spots. 6 months free. Fully refundable.