If you're thinking 1-3 steps ahead to optimize cash flow, then sure stick to CDs and govt debt.I'd opt for a very quality location, then private/public debt, and then HYSA, and last and definitely least low value areas with high intrinsic properties like Detroit, Cleveland, etc. if I'm "investing" in those last areas, I'd rather opt for HYSA/Debt before buying those. 

OCF provides an online web portal to view and track all the rental income and PM managed expenses per property.

We love to sit around and talk about how to best optimize a properties we own, etc.

The second branch of the site will be a platform to create a personal web page that will hold all of the agent's social media link (kind of like linktree).

This should be just a simple optimizing return on cash or cost/bnefit issue.We can all earn 5% risk-free in money market MFs and accts right now. 

These include market analysis, property selection, guest communication, listing creation and optimization, and more.

What web-based solutions are you guys using to keep track of your portfolio?

What web-based solutions are you guys using to keep track of your portfolio?

For example, if you are pulling data for pre-foreclosures then directly web scraping the county foreclosure website will be as up-to-date as you can get.You can use sites like Browse AI to set up a scraper without code and have data written to a spreadsheet.

Nathan -It's understandable that you want to optimize your tax situation by strategically utilizing your capital losses.