Grow Your Portfolio With Total Clarity Every property. Every number. One place.

For Property Investors

Monitor values, loans, equity and cash flow across your entire portfolio, with AI insights that help you spot opportunities and plan your next move.

Property Folio AI My Properties and portfolio dashboard screens on two phones
Property Folio AI section heading icon YOUR PROPERTY PORTFOLIO

View the Real Position of your Property Portfolio, any time

Spreadsheets, bank portals, haphazard calculators, and guesswork are typically used while managing several properties. Your genuine equity, loan health, and cash flow can all be shown in one location with regular updates thanks to Property Folio AI.

Oversee your portfolio of properties

  • From a single central dashboard, view all of your properties together and comprehend the overall position of your portfolio.
  • Maintain a record of loans, unpaid amounts, interest, repayments, and other details related to real estate financing.
Property Folio AI Insurance Report showing annual insurance cost, active policies and cost by property Property Folio AI Insurance Report showing annual insurance cost, active policies and cost by property
Property Folio AI Equity Tracker showing property values, outstanding loans, total equity and LVR Property Folio AI Equity Tracker showing property values, outstanding loans, total equity and LVR
Wherever you are

Built for every stage of your property journey

Whether you own one property or ten, Property Folio AI grows with your portfolio.

1 PROPERTY

Understand your position

See the estimated value, loan, equity and cash flow of your home or first investment property in one place.

2–3 PROPERTIES

See how your assets work together

Combine your properties into one portfolio view and understand your total equity, debt and rental income.

4–5+ PROPERTIES

Manage the portfolio, not just the properties

Compare performance across your assets, track LVR and cash flow, and use AI reports to spot what needs attention.

BUILDING A PORTFOLIO

Track progress to your next property

Keep an eye on your equity and borrowing position as you plan your next purchase.

Work with clients' property portfolios? See Property Folio AI for Professionals →

Your Entire Property Portfolio, Crystal Clear

Managing real estate shouldn't mean jumping between spreadsheets and bank apps. Property Folio AI brings your property, loan and rental information together in one place, so you can see an up-to-date view of your equity, loan position and cash flow based on the information you provide.
Property Folio AI app – My Properties screen showing portfolio at a glance
Step connector arrow

01

Add Information About Your Property

To create your portfolio, enter your address and some basic information. No intricate forms. Just the necessities to begin your equity and valuation picture.

Property Folio AI app – validate property ownership screen
Step connector arrow

02

Verify Property Details

Upload a recent council or water bill to help confirm your property address and ownership details. Keep your portfolio records organised, correct and ready for your next big decision.

Property Folio AI app – add mortgage and loan details screen
Step connector arrow

03

Check Your Mortgage Health

Simply input your loan balance, interest rate and repayment amount. Property Folio AI will summarise your loan position, estimate your loan-to-value ratio (LVR) and help you see whether a rate review may be worth discussing with your lender or broker.

Property Folio AI app – investor portfolio overview dashboard
Step connector arrow

04

Track Your Portfolio Every Day

Monitor your equity, loan balances and cash flow over time. Keep your portfolio information up to date, track performance across your entire property portfolio, spot properties that may be worth a refinancing review, and make better-informed portfolio decisions.

FAQ

Property Investor Questions, Answered

How Property Folio AI helps you track equity, loans, LVR and cash flow across your whole investment portfolio.

Can I track multiple investment properties in one place?

Yes. Property Folio AI shows every property in your portfolio on a single dashboard, including values, loan balances, equity and cash flow. One plan covers all of your properties and loans, with no per-property fees.

How does Property Folio AI show my real equity?

Add each property and its loan details, and Property Folio AI compares estimated property values against your outstanding loan balances to show your equity per property and across your whole portfolio. You can track how your equity and portfolio net worth change over time.

Can Property Folio AI calculate my portfolio LVR?

Yes. Enter your loan balance, interest rate and repayment amount, and Property Folio AI calculates your loan-to-value ratio (LVR) for each property and maps out your overall loan position, so you can see which loans may be costing you more in interest.

Does Property Folio AI track rental income and cash flow?

Yes. The cash flow forecast shows money coming in and going out across your portfolio, including rental income, loan repayments and property expenses, so you can see how each property is performing.

Will Property Folio AI tell me when to refinance?

Property Folio AI highlights properties that may be worth a refinancing review based on the information you enter. It provides general information only, not financial advice, so speak with a licensed mortgage broker or financial adviser before making a decision.

How do I get started as a property investor?

Enter the address and basic details of each property, optionally upload a recent council or water bill to confirm ownership, then add your loan details. You can try every feature free for 30 days, after which the plan is $19 AUD + GST per month or $199 AUD + GST per year.

Disclaimer: The information and figures shown in Property Folio AI are general in nature and based on the information you provide. Values, equity and loan figures are estimates only and are not a formal valuation or financial advice. Please speak with a licensed mortgage broker, financial adviser or accountant before making financial decisions.