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Updated over 5 years ago,
better portfolio taking website?
Hi all - I am looking for a website based app that would help me keep track of my property portfolio.
1. Do you guys know of anything like this?
2. Can you think of anything else I should be tracking?
I would want to track/maintain the following info:
- property nickname
- address
- residential or commercial
- name on deed
- current value (could perhaps be live data, sourced from Zillow, etc?)
- purchase price
- monthly mortgage payment
- current mortgage loan rate
- bank/lender where mortgage is along with account # and phone and website of company
- - checkboxes if this payment includes PMI
- - checkbox if this includes property tax
- HOA dues
- auto calculation of balance due on mortgage each month
- auto calculation of current equity in the property
- current amount rented for if rented for long term (180 days or longer)
- monthly average income if short term (AirBnB, etc) - could be live updated via AirBnB API
- property tax (if not included in mortgage)
- maintenance and other expenses (or at least an average I can update monthly based on bills)
- running totals of all monthly expenses, total equity positions