Skip to main content

Portfolio Overview

The Portfolio Overview page is your central hub, showing tasks, growth charts, and key details with quick links to deeper insights.

S
Written by Sara Fandel
Updated over 3 weeks ago

How to Navigate the Portfolio Overview Page:

  1. Click on the "Manage" tab and select "Portfolio Overview".

  2. On the top right, you will find links to several pages in the manage section.

  3. If you scroll through the dashboard, you will be able to get a quick look at the tasks, profit and loss, portfolio growth, portfolio LTV, rent collection, expenses breakdown, taxes, and open applications.

  4. To open the full page of any of these topics, click the box and arrow in the top right corner of the section.

Did this answer your question?