Portfolio Dashboard
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.
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
Portfolio Overview
Unified Portfolio View
See all your properties in one dashboard with aggregate metrics that matter. Portfolio-wide health scores give you a single number representing overall performance.
Scores by Property
Health Score Metrics
Visual health scores make complex data instantly understandable. Color-coded indicators highlight properties that need attention.
6-Month Trends
Trend Analysis
Sparkline charts show performance trends over time. Spot patterns and anticipate issues before they become problems.
Quick Actions
Refinance 88 Pine Ave
Save $680/mo at current rates
Adjust rent 142 Oak St
Below market by $125/mo
Review HVAC 305 Market
Maintenance due Q3 — budget $18.5K
Quick Actions
One-click access to recommendations, reports, and analysis tools. Everything you need is just a click away.
Dashboard Widgets
Allocation
Monthly NOI
Portfolio Value
$2.73M
+4.2% YoY
DSCR Trend
1.42x
Customizable Widgets
Arrange your dashboard to focus on what matters most. Show the metrics and properties that drive your decisions.
Outcomes
What owners see in their first 30 days
12 → 1
Spreadsheets replaced
One unified view of every property, lender, and recommendation.
5 min
Time to first health score
Add a property with the guided wizard and see its score immediately.
3×
Faster portfolio reviews
Surface underperformers and risks without digging through tabs.
Before Portfoliq I was reconciling twelve spreadsheets every Sunday. Now I open the dashboard, see two amber properties, and know exactly where my week goes — before I even pour coffee.
Maria Santos
·Real Estate Investor, Santos Properties
See the Dashboard in action
View Your Portfolio Overview
View Your Portfolio Overview
Start with a bird's-eye view of your entire portfolio. See aggregate health scores, total value, and key performance indicators at a glance.
Portfolio Overview
Drill Into Property Details
Drill Into Property Details
Click any property to see detailed metrics, health breakdowns, and active recommendations. Compare against portfolio averages.
88 Pine Ave • Detail View
NOI
$4,200/mo
DSCR
1.52x
Cap Rate
7.8%
Occupancy
100%
LTV
62%
CoC
10.2%
Monitor Trends Over Time
Monitor Trends Over Time
Track how your portfolio performance changes week over week, month over month. Identify seasonal patterns and long-term trajectories.
Portfolio NOI — 8 Months
+50% ↑Take Action on Insights
Take Action on Insights
Jump directly from dashboard insights to detailed analysis tools. Every recommendation links to the data that supports it.
Actionable Insights
Refinance 88 Pine Ave
Save $680/mo — rate delta 1.5%
Adjust rent Unit 2B
Below market by $125/mo
HVAC 305 Market due Q3
Budget $18.5K — FCI declining
Ready to see your portfolio differently?
Free for up to 3 properties. No credit card, no sales call.
Use cases
When to use Portfolio Dashboard
Real scenarios where Portfolio Dashboard delivers value
Get a comprehensive snapshot of how each property contributes to overall portfolio health without digging through spreadsheets.
Outcome: Identify underperforming assets and high performers in seconds, not hours.
Export polished summaries with key metrics, trends, and highlights. Professional-grade visualizations ready for presentation.
Outcome: Impress stakeholders with clear, data-driven portfolio updates.
See which properties need attention based on health scores and active recommendations. Focus on what moves the needle.
Outcome: Spend time where it matters most instead of firefighting.
Side-by-side comparisons show how properties stack up against each other and against portfolio benchmarks.
Outcome: Make data-driven decisions about where to allocate resources.
Monitor how implemented recommendations affect property and portfolio health over time.
Outcome: Validate strategy decisions with measurable outcomes.
Common questions
Each property gets a 0–100 score blending financial health (DSCR, cash flow, debt coverage), physical condition (FCI, deferred maintenance), and market signals. The portfolio score is a value-weighted aggregate — a $2M property moves the needle more than a $200K one. Every score links back to the inputs that produced it.
Explore related products
Ready to get started?
Join property owners making smarter decisions with their real estate investments.
100 founding member spots. 6 months free. Fully refundable.