How to Use the Interactive Report Page
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:
Total equity and portfolio loan value
Overall performance, highlighting the best and worst performing properties
Tax details, including capital gains tax, inheritance tax, and property income tax, among others
Reminders, Prospect Properties, and Open Processes
4. To explore overviews of specific properties, you can click on the interactive cards within the report.