Property Portfolio Tracker
Track cash invested, profitability, yield, equity growth and return across every property.
Attention Needed
The highest priority items across compliance, rent and repairs.
Quick Actions
Fast routes for the jobs you do most often.
Connected Banking
Read-only banking setup. Revolut needs server-side certificates before live sync is enabled.
Portfolio Holdings
Every property in one clear tracking view.
Compliance Warnings
Missing, expired and upcoming certificate deadlines across every property.
Rent & Arrears Warnings
Portfolio-wide rent due, overdue payments and tenancy renewals.
Maintenance & Repair Warnings
Urgent jobs, overdue repairs, open works and final costs across the whole portfolio.
Cash Flow Ranking
Which properties are generating the strongest monthly profit.
Portfolio Signals
Best performer, best yield, fastest recovery and weak assets.
Properties
Search, filter and open any property directly.
Property Directory
Click a card or row to open the property workspace.
Property
Property Overview
Core ownership, purchase and status information.
Financial Details
Finance, acquisition costs, income, expenses and performance.
Property Documents
All files stored permanently under this property.
Compliance & Certificates
Track every certificate, deadline, provider and attached file for this property.
Tenants & Rent
Track tenants, tenancy dates, deposits, rent payments and arrears for this property.
Rent Payment History
Record every rent payment and automatically calculate arrears.
Maintenance & Repairs
Track repairs, quotes, invoices, photos, contractors, costs and deadlines for this property.
Property Document Pack
Upload a full batch of property documents, let the portal build one summary, then approve the complete pack.
Upload Documents
Upload all documents for the selected property. The portal reads them, checks they belong to this property, and builds one review pack.
Current Document Pack — 0 documents
Only the documents added in this upload batch appear here. Previously applied files stay in the property's Documents tab.
Review Document Pack
One combined summary for the selected property. Only conflicts, low-confidence items and wrong-property warnings need intervention.
Document / Conflict Details
Use this only when a document needs checking. Raw extraction is hidden under Advanced.
Add Property
Create a new property using a guided workflow. Nothing is saved until Review & Create.
Completion Statement Upload
Import an Excel, CSV or text-based PDF completion statement, then review the property before saving.
Review imported property
Check and correct every field below. Nothing is saved until you confirm.
Advanced: View raw extraction
Review before creating property
Property Comparison
Compare yield, ROI, cash flow, equity and payback period property by property.
Historical Tracking
Record monthly income, expenses, property value and mortgage balance over time.
Mortgage & Refinance Tracking
Monitor lender, product, interest rate, monthly payment, product end date and balance.
Bank Accounting
Review live Revolut transactions, classify bank lines, manage allocations and keep accounting separate from property financials until posting is approved.
Bank Overview
A clean control room for live feed health, transactions needing review and approved accounting activity.
Needs attention
Transactions that still need review or approval.
Quick actions
Common Bank Accounting jobs.
Needs Review
Newest first. Classify only what needs review. Bank classifications are management reporting only and do not alter property financial calculations yet.
Approved Ledger
Approved single and split allocations remain separate from property financial calculations until posting is added later.
Internal Transfers
Likely transfers between own Revolut accounts. Confirmed transfers have no income/expense effect.
Accounts Register
Every synced Revolut currency account, its owning company and optional default property mapping.
Bank Connections
Owner/Admin view of each company connection. Revolut remains read-only and tokens stay server-side.
Tasks / Jobs
Optional job tracking for refurbishments, repairs, mortgage work or legal matters. Ordinary costs do not need a task.
Matching Rules
Plain-English automation rules. High-confidence rules can auto-apply; everything else remains a suggestion.
History / All Transactions
Full stored Revolut history with original bank facts and all approved allocation lines.
Import / Export
CSV import is a fallback. Export gives one row per allocation while repeating the immutable bank facts.
Accounts
Track tenant invoices, supplier bills, expenses, debtors and creditors by property.
Create Invoice / Bill
Create a professional invoice, save it to the ledger, and send it by email.
Customer
Choose the property and who this invoice is going to.
Invoice settings
Invoice type, number, dates and payment status.
Items
Add one or more invoice lines. Amount is calculated from quantity × unit price.
Send & save
Download a PDF, email the PDF invoice, or save it to the accounts ledger.
Preview
Accounts Ledger
Debtors are unpaid tenant invoices. Creditors are unpaid supplier bills and expenses.
Reports
Portfolio, property, finance, rent, compliance and document reporting in one place.
Report settings
Use this for lender packs, management reviews, compliance checks and historical “as at” positions.
Portfolio report
Shows the same key figures used across the dashboard, with cash returned and cash left in each property separated properly.
Attention report
Highlights missing data, negative cash flow, compliance gaps and documents that still need review.
Portfolio Health
Professional live checks using the actual loaded property records — no sample data.
Actual live records loaded in this browser/session
This does not use sample data. It reports whatever the portal has actually loaded from the server or browser storage.
System & Backups
Owner/Admin controls for server master data, backups and safe migration.
Data Status
Server-side property storage is the master database.
Backups
Create, download and restore server property backups. Restore creates a fresh safety backup first.
Data Migration
Only browser-only records are added. Existing server records are never overwritten.
Emergency / Developer Tools
Dangerous tools are hidden here and require explicit confirmation.
Security & Connections
Security status, API connections and future integrations belong here, not on the Portfolio dashboard.
Connection Status
Revolut remains read-only and inactive until separately activated.
Trusted Devices
Trust this browser for 30 days. The trusted token is stored only in a Secure HttpOnly cookie.
| This device | Device/browser name | Trusted since | Last used | Expires | Action |
|---|---|---|---|---|---|
| Open Security & Connections to load trusted devices. | |||||
Server Network Diagnostic
Temporary Owner/Admin-only check for the outbound IPv4 used by this PHP hosting environment.
User Access
Add Google accounts and control who can view, edit or manage the portfolio.
Account Sync
Connect the portal to the existing LQB account system for cloud property records.
Add User
Enter the Gmail or Google Workspace email address that should be allowed into the portal.
Access Rules
Simple role structure for portfolio control.
Approved Google Accounts
Only active users listed here should be able to access the portal.