Home/Real Estate & Landlord/Portfolio Dashboard System
Real Estate & Landlord

Portfolio
Dashboard System

Portfolio-level view of all your properties. Total equity, gross yield, net yield, LTV, monthly cash flow, and a 5-year growth projection — the dashboard your accountant wishes you had.

Portfolio OverviewTotal EquityYield AnalysisLTV Tracking5 Sheets
REAL_ESTATE_PORTFOLIO.xlsx
Portfolio Overview
Equity Summary
Yield Analysis
Debt Summary
CategoryItemStatusValueNotes
Portfolio Dashboard System — Sample Data
Section AItem 1Complete100%Verified
Section AItem 2In Progress67%Due next week
Section BItem 3Action Required0%Overdue
Section BItem 4Complete100%On track
SUMMARY67%2 actions needed
$29
One-time · Instant download
★★★★★4.9 / 5.0
Purchase Now — $29
30-Day Money-Back GuaranteeFull refund, no questions asked.
By the numbers

Portfolio Dashboard System

Total
Equity Tracked
Gross+Net
Yield
LTV
Calculated
5-Year
Projection
Contents

All 5 sheets,
explained.

Sheet 01
Portfolio Overview
All properties with value, mortgage, equity, monthly cash flow, and yield
Sheet 02
Equity Dashboard
Total portfolio equity, LTV, and equity growth over time
Sheet 03
Yield Analysis
Gross yield, net yield, and cash-on-cash for every property and portfolio total
Sheet 04
Debt Summary
All mortgages — balance, rate, payment, maturity, and total debt service
Sheet 05
5-Year Projection
Projected portfolio value, equity, and cash flow against your growth assumptions
Reviews

Professionals who use it daily.

★★★★★
"
Had no single view of my portfolio until this. Found 3 properties with negative real yield I had been holding for the wrong reasons.
W
William T.
Portfolio Investor · 18 Properties
★★★★★
"
I recommend this to all my property investor clients. Reduces the time I spend reconciling their data every year.
F
Fiona K.
Accountant to Property Investors
FAQ

Common questions.

How does it handle different property types?+
Supports residential, commercial, and STR. Each has different yield calculations handled by a type flag in the Portfolio Overview.
Can I share this with my mortgage broker?+
Yes. All sheets are unlocked and formatted for professional presentation.
Related

Complete your toolkit.

Real Estate & Landlord
Rental Property System
Track income, expenses, and cash flow across 20 properties.
$24
Real Estate & Landlord
Property Analysis System
Cap rate, cash-on-cash, and IRR analysis.
$24
Best Value
Complete Bundle
Every system across all 12 industries. One payment.
$97

Get started with
Portfolio Dashboard System.

Purchase Now — $29 →