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Updated about 2 years ago,

User Stats

65
Posts
61
Votes
Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
61
Votes |
65
Posts

Strategies using "Personal Capital" for notes/syndication?

Kurt Granroth
  • Rental Property Investor
  • Gilbert, AZ
Posted

I use the Personal Capital website and app to track my typical accounts and stock investments -- it's very easy to use and super handy for tracking net worth. It doesn't natively support real estate investing, though, and the more esoteric the REI style, the less obvious it is to me how to note the investments in the app.

In particular, I'm not sure how to enter in such things as investing in notes as well as in apartment syndication.  It's a manual something-or-other, but what?

What I'm hoping for is some thoughts on precisely how YOU handle these style of investments in Personal Capital, if you do.

Ideas?

(PS. I'm not 100% certain this is the ideal BP forum for this question, but "Real Estate Technology" seemed like a possible good fit)

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