Skip to main content

Interactive Report

The interactive report gives a portfolio summary with insights on equity, loans, and performance to help save money and boost results.

S
Written by Sara Fandel
Updated over 3 weeks ago

How to Use the Interactive Report Page:

  1. Click on the "Manage" tab and select "Interactive Report" under the Cash Flow section.

  2. Here, you can access a summary of your portfolio and gain insights to save money and enhance your portfolio's performance.

  3. Scroll through the report to view key information, including:

    1. Total equity and portfolio loan value.

    2. Overall performance, highlighting the best and worst performing properties.

    3. Tax details, including capital gains tax, inheritance tax, and property income. tax, among others.

    4. Tasks.

4. To explore overviews of specific properties, you can click on the interactive cards within the report.

Did this answer your question?