How to Use the Portfolio Page

How to Use the Portfolio Page

How to Use the Portfolio Page

The Portfolio page is your hub for tracking your investment performance. It gives you a live snapshot of your cash flow, equity, and overall position across all the properties you own.

📲 Accessing the Portfolio

  • Tap the Portfolio icon on the bottom menu bar of the app to open your portfolio.

➕ Adding Properties to Your Portfolio

There are two ways to add properties:

  1. Manually Add a Property

    • Tap the Add Property button.

    • Fill in the form with your property details.

    • Save to add it to your portfolio.

  2. Add from Offers

    • If you’ve purchased a property through Refindr, go to the Offers section.

    • Tap Property Purchased on the relevant property.

    • The property will be moved to your Portfolio, along with any due diligence files you collected.

📁 Managing Property Files

  • Any due diligence documents from your Refindr journey will carry over with the property.

  • You can view, edit, or download these files.

  • You can also upload additional documents to keep everything in one place.

💸 Tracking Your Financials

  • Each property has a modified Deal Analyser where you can:

    • Update purchase price, rent, expenses, and more.

    • Edit cash flow projections and other financial data.

  • These updates feed into your overall portfolio metrics, helping you see:

    • Total Cash Flow

    • Equity Position

    • And a live snapshot of your net worth from property investments.

🏦 Additional Assets

  • You can record other assets (like shares or vehicles), but please note:

    • These do not currently factor into the automated net worth calculations.



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