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Portfolio Tracker — My Tracker

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* Your portfolio contains properties that use different currencies. All values here are shown in .

Not yet managing your portfolio? Portfolio Tracker is a great way to manage not only how you've forecast your investments will perform, but you can also measure what's actually happening with real income and expenses.

We partner with Xero, so you can seamlessly sync your account with your portfolio to see what's really happening.

Start by adding a property or learn more about Xero

You currently don't have any properties in this entity. You can select an existing property from another entity to add to it, or you can add a new property to your portfolio and assign it here.


Income

Expenditure
Pre-tax
cash flow
After-tax
cash flow
Actual
income
Actual
expenses
Forecast
income
Forecast
expenses

Start adding your investment properties to Portfolio Tracker and start measuring your cash flow forecasts against its actuals.

We partner with Xero, so you can sync your accounts with Portfolio Tracker for a seamless real life experience.


Market Value

Loan Balance

Equity
Actual
market value
Actual
loan balance
Forecast
market value
Forecast
loan balance

Start adding your investment properties to Portfolio Tracker and start measuring how your equity looks, what you thought would happen vs what actually has happened.

We'll bring your rental income straight from Xero along with My Valuer estimates so you can see what's really going on.

Key numbers at a glance – current view

  • LVR
    (loan to value ratio)
  • DSR
    (debt service ratio)
  • Yield %
    (of purchase price)
  • Yield %
    (of current valuation)
  • Properties
    in portfolio
  • Average annual
    capital growth
  • Current
    portfolio value
  • LVR
    (loan to value ratio)
  • DSR
    (debt service ratio)
  • Yield %
    (of purchase price)
  • Yield %
    (of current valuation)
  • Properties
    in portfolio
  • Average annual
    capital growth
  • Current
    portfolio value
  • LVR
    (loan to value ratio)
  • DSR
    (debt service ratio)
  • Yield %
    (of purchase price)
  • Yield %
    (of current valuation)
  • Properties
    in portfolio
  • Average annual
    capital growth
  • Current
    portfolio value
  • LVR
    (loan to value ratio)
  • DSR
    (debt service ratio)
  • Yield %
    (of purchase price)
  • Yield %
    (of current valuation)
  • Properties
    in portfolio
  • Average annual
    capital growth
  • Current
    portfolio value

My properties at a glance – current view Add a new property


Address/property name
Current market
estimate
Net
equity

LVR

DSR
Pre-tax
cash flow
$ Cap
growth
% Cap
growth

Add your investment properties to Portfolio Tracker to start measuring not only their cashflow and equity,
but also what you thought would happen vs what actually is happening.

We partner with Xero, so we can automate income and expenses for each property you own
to help you monitor performance, its market position, and help you with your next investment decision.

* Your portfolio contains properties that use different currencies. All values here are shown in .

Portfolio Tracker — Cash Flow

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You currently don't have any properties in this entity. You can select an existing property from another entity to add to it, or you can add a new property to your portfolio and assign it here.

Cash Flow Summary

Start adding your investment properties to Portfolio Tracker and start measuring your cash flow forecasts against its actuals.

We partner with Xero, so you can sync your accounts with Portfolio Tracker for a seamless real life experience.


Income

Expenditure
Pre-tax
cash flow
After-tax
cash flow
Actual
income
Actual
expenses
Forecast
income
Forecast
expenses

Showing cash flow summary for:

Use wizard to update actuals Currently using wizard to edit actuals

Summary

 
Pre-tax
cash flow
Taxable
profit/loss
Yield % of
purchase price
Yield % of
current value

Rent

 
Annual
rent
Weekly
rent
Lease
start
Lease
end
Next rent
review
Tenants

Purchase costs

 
Capital
improvements
at purchase
Solicitor
costs
Stamp
duty
Other
purchase
expenses
Loan
establishment
fees
Valuation
fees
Other
loan
costs

Loan

 
Type
Loan
start
Term
Name/Lender
Rate
review
Interest
rate
Interest
Principal
Balance

Expenses

 
Property
mngmt.
Service
contracts
Rates
Body
corp.
Insurance
Repairs
Land
lease
Garden
Cleaning
Other

Tax & depreciation

 
Depreciation
Tax refund
Land tax
  Date (dd/mm/yy) Amount Notes  
Property management
+
Service contracts
+
Rates
+
Body corporate
+
Insurance
+
Repairs
+
Land lease
+
Gardening
+
Cleaning
+
Other
+
  -
Please note that transactions manually entered will not appear within Xero. When using Xero, always add your transactions in Xero, and then Sync to Portfolio Tracker. Sync is one way only, Xero to Portfolio Tracker.
  Date received
(dd/mm/yy)
Date from
(dd/mm/yy)
Date to
(dd/mm/yy)
Amount Notes  
Rental income
+
  -
Please note that transactions manually entered will not appear within Xero. When using Xero, always add your transactions in Xero, and then Sync to Portfolio Tracker. Sync is one way only, Xero to Portfolio Tracker.
  Date
(dd/mm/yy)
Loan Amount Notes  
Principal payments
+
Interest payments
+
  -
Please note that transactions manually entered will not appear within Xero. When using Xero, always add your transactions in Xero, and then Sync to Portfolio Tracker. Sync is one way only, Xero to Portfolio Tracker.
  Date
(dd/mm/yy)
Amount Mortgage Notes  
Capital improvements at purchase
+
Solicitors conveyencing costs
+
Stamp duty
+
Other purchase expenses
+
Loan establishment fees
+
Valuation fees
+
Other loan costs
+
  -
Please note that transactions manually entered will not appear within Xero. When using Xero, always add your transactions in Xero, and then Sync to Portfolio Tracker. Sync is one way only, Xero to Portfolio Tracker.
  Date
(dd/mm/yy)
Amount Notes  
Depreciation
+
Land tax
+
  -
Please note that transactions manually entered will not appear within Xero. When using Xero, always add your transactions in Xero, and then Sync to Portfolio Tracker. Sync is one way only, Xero to Portfolio Tracker.

Review and confirm your actuals updates

Please check the following updates you've added before adding these to each of your properties.

Sorry, there was an error while trying to save your actuals.
×
Address Item Date Amount Notes  
-

Portfolio Tracker — My Properties

Loading your property information…

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Keep a record of each of your properties here. You can add a new property or import a property from Analyser.

Show properties from entity:

You currently don't have any properties in this entity. You can add a new property to your portfolio and assign it here.

House icon
Land size:
Bedrooms icon
Bathrooms icon
Parking icon
Entity:

Showing as:

Added:
Current
market estimate
Net equity Pre-tax
cash flow
Capital
growth
Capital
growth
LVR DSR

Current automated market estimate at is probable range to question
Confidence score: record question | Use this as the current market estimate or enter your own value.
* Last update:
×

Sync process has started. Please wait a few minutes and then refresh the page.

Please note we automatically sync with Xero each night.

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Portfolio Tracker — My Properties

Loading your property details…

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Want to use Xero to manage actuals vs forecast?  Connect with XERO

This property is a New Zealand property. Show values as:
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Bedrooms
Bathrooms
Parking

Current market estimate*

Capital growth

Net equity

Total Capital growth

Pre-tax cash flow YTD

LVR

DSR

Current automated market estimate at dd/mm/yy is $xxx,xxx probable range $xxx,xxx to $xxx,xxx question
Confidence score: record question | Use this as the current market estimate or enter your own value.
* Last update:

Annual Growth Performance

Since mm/yy (the month you purchased) y.y%

Average growth for property type:

Suburb: long term average    Postcode: long term average    Region: long term average

Cash flow


Income

Expenditure
Pre-tax
cash flow
After-tax
cash flow
Actual
income
Actual
expenses
Forecast
income
Forecast
expenses

Equity


Market Value

Loan Balance

Equity
Actual
market value
Actual
loan balance
Forecast
market value
Forecast
loan balance

Cash Flow in Detail
SHOWING: FY12

Use wizard to update actuals Currently using wizard to edit actuals

Summary

 
Pre-tax
cash flow
Taxable
profit/loss
Yield % of
purchase price
Yield % of
current value

Rent

 
Annual
rent
Weekly
rent
Lease
start
Lease
end
Next rent
review
Tenants

Purchase costs

 
Capital
improvements
at purchase
Solicitor
costs
Stamp
duty
Other
purchase
expenses
Loan
establishment
fees
Valuation
fees
Other
loan
costs

Loan

 
Type
Loan
start
Term
Lender/Name
Rate
review
Interest
rate
Interest
Principal
Balance

Expenses

 
Prop
mngmt.
Service
contracts
Rates
Body
corp.
Insurance
Repairs
Land
lease
Garden
Cleaning
Other

Tax & depreciation

 
Depreciation
Tax refund
Land tax

Equity in detail
SHOWING: FY12

 
Purchase
price
Purchase
date
Current market
estimate
Estimate
date
Loan
balance
Capital
growth %
Net
equity

Sales history

Sale price
Agreement
date
Settlement
date
Sellers Name
Sale Type
Sale Classification
Sold By

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Contact For Name Role Company Phone Mobile Email

Notes

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  • Documents

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    Remove property

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    Removing this property will remove all record of its future forecast and all its detail.

    The property has been removed from your portfolio

    OK
    ×

    Enter your own estimate

    Sorry, there was an error while trying to save your estimate.

    Add your own estimate here:

    You can use MyValuer to get an up to date estimate on this property and update this here:

    ×

    Confidence Score

    The confidence score combines key indicators that determine the usability profile for each estimate. The indicators assess accuracy, risk, reliability and evidence supporting the price estimate.

    The confidence score is ranked from 1 (best) to 5 (worst) and associated with the colour indicator displayed as follows.

    record 1, 2, 3, 4
    record 5
    record X (Do not use)

    The confidence score is ranked from High (best) to Low (worst).

    Full list of five confidence score values are;

    - High

    - Medium High

    - Medium

    - Medium Low

    - Low

    ×

    Copyright / Disclaimer

    The price estimates and sales histories are provided by APM PriceFinder (Property Data Solutions).

    © Property Data Solutions Pty Ltd 2019. The materials presented on this site are distributed as an information source only. The information recorded in this document is provided on the basis that readers will be responsible for making their own assessment of the information and are advised to verify all relevant representations, statements and information. Note: Pricefinder estimates provided via this site have been generated by use of proprietary computer software. Pricefinder estimates are NOT valuations and should not be used in lieu of a professional valuation. Users are advised to engage the services of a registered valuer in order to receive a comprehensive valuation. All data and information relating to local schools is provided by domain.com.au as a courtesy only. Users should check directly with the local schools to verify this data and/or information.No liability (in contract, tort or otherwise) will be accepted for any loss or damage incurred as a result of reliance upon any material contained in this publication, or for any information or advice provided in this publication or incorporated into it.

    © The State of Queensland (Dept. of Environment and Resource Management) March/2019. Based on data provided with the permission of the Dept. of Environment and Resource Management: (QVAS) March/2019. The Dept. of Environment and Resource Management makes no representations or warranties about accuracy, reliability, completeness or suitability of the data for any particular purpose and disclaims all responsibility and all liability (including without limitation, liability in negligence) for all expenses, losses, damages (including indirect or consequential damage) and costs which might be incurred as a result of the data being inaccurate or incomplete in any way and for any reason.

    The price estimates are provided by CoreLogic NZ Limited (CoreLogic).

    This publication reproduces materials and content owned or licenced by CoreLogic NZ Limited (CoreLogic) and may include data, statistics, estimates, indices, photographs, maps, tools, calculators(including their outputs), commentary, reports and other information (CoreLogic Data). © Copyright 2018. CoreLogic) and its licensors are the sole and exclusive owners of all rights, title and interest (including intellectual property rights) subsisting in this publication, including any data, analytics, statistics and other information contained in this publication. All rights reserved.

    An automated valuation model estimate (AVM Estimate) is a statistically derived estimate of the value of the subject property. An AVM Estimate is generated (i) by a computer driven mathematical model in reliance on available data; (ii) without the physical inspection of the subject property; (iii) without taking Display Guidelines for CoreLogic Enabled Applications Page 10 of 30 Version 1.8 into account any market conditions (including building, planning, or economic), and/or (iv) without identifying observable features or risks (including adverse environmental issues, state of repair, improvements, renovations, aesthetics, views or aspect) which may, together or separately, affect the value. An AVM Estimate is current only at the date of publication or supply. An AVM Estimate must not be relied upon as a professional valuation or an accurate representation of the market value of the subject property as determined by a valuer. CoreLogic expressly excludes any warranties and representations that an AVM Estimate is an accurate representation as to the market value of the subject property. To the full extent permitted by law, CoreLogic excludes all liability for any loss or damage howsoever arising or suffered by the recipient, whether as a result of the recipient's reliance on the accuracy of an AVM Estimate or otherwise arising in connection with an AVM Estimate.

    Portfolio Tracker — Add a Property

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    in some statistics and data being unavailable for your analysis.

    street_number —
    route —
    street_address —
    name —
    neighborhood —
    postal_code —
    sublocality_level_5 —
    sublocality_level_4 —
    sublocality_level_3 —
    sublocality_level_2 —
    sublocality_level_1 —
    sublocality —
    locality —
    colloquial_area —
    administrative_area_level_1 —
    administrative_area_level_2 —
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    1. Summary navigateright 2. Purchase & loans navigateright 3. Rent & expenses navigateright 4. Tax & market navigateright 5. Review navigateright 6. Results

    Is this a new purchase or an existing property you own?

    Purchase details
    Please adjust your cash and equity deposit percentage values so that they do not exceed 100%.
    * Estimate from dd/mm/yy is $xxx,xxx probable range $xxx,xxx to $xxx,xxx. question Confidence score: record question
    You can either use this or check for an updated estimate.
    * Estimate from dd/mm/yy is $xxx,xxx probable range $xxx,xxx to $xxx,xxx. question Confidence score: record question
    You can either use this or add your own using the slider or entry field.
    * We will provide you with a market estimate at the start of each month that you may choose to use.
    For the initial addition of this property however, you will need to supply your own estimate of value.
    * We will provide you with a market estimate at the start of each month that you may choose to use.
    For the initial addition of this property however, you can use My Valuer to get an estimate to add.
    * We are unable to provide an estimate of value at this stage.
    You can use MyValuer to get an estimate (if available) or use the slider or entry field to add your own estimate.
    * We are unable to provide an estimate of value at this stage.
    You can use the slider or entry field to add your own estimate.
    Current status
    * Estimate from dd/mm/yy is $xxx,xxx (probable range $xxx,xxx to $xxx,xxx). Confidence score: record question
    You can either use this or check for an updated estimate.
    * Estimate from dd/mm/yy is $xxx,xxx (probable range $xxx,xxx to $xxx,xxx). Confidence score: record question
    You can either use this or add your own using the slider or entry field.
    * We will provide you with a market estimate at the start of each month that you may choose to use.
    For the initial addition of this property however, you will need to supply your own estimate of value.
    * We will provide you with a market estimate at the start of each month that you may choose to use.
    For the initial addition of this property however, you can use My Valuer to get an estimate to add.
    * We are unable to provide an estimate of value at this stage.
    You can use MyValuer to get an estimate (if available) or use the slider or entry field to add your own estimate.
    * We are unable to provide an estimate of value at this stage.
    You can use the slider or entry field to add your own estimate.
    Other purchase expenses

    Total purchase costs:

    1. Summary navigateright 2. Purchase & loans navigateright 3. Rent & expenses navigateright 4. Tax & market navigateright 5. Review navigateright 6. Results
    Annual rental returns
    Occupancy (%)
    Weekly rent ($)
    subtotal
    $0
    $0
    $0
    Annual property expenses
    Total annual property expenses = $0
    Lease
    Pro-rata 1st year income and expenses
    Total annual property income =
    Total annual property expenses =

    Would you like to pro-rata income and expenses for the initial year of purchase?
    1. Summary navigateright 2. Purchase & loans navigateright 3. Rent & expenses navigateright 4. Tax & market navigateright 5. Review navigateright 6. Results
    Assign an entity
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    1. Summary navigateright 2. Mortgage navigateright 3. Rent & expenses navigateright 4. Tax & market navigateright 5. Review navigateright 6. Results

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    Variables

    Summary inputs

    ** N/A **
    Show all years (0–10)Show only years 1, 3, 5, & 10 Today Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10

    Overview

    Capital growth rate %
    Consumer price index %
    Property market value $
    Amount of loan $

    Statistics

    Equity in property $
    Loan to value ratio %
    Surplus equity to reinvest $
    Buying power $
    Rental income $
    Gross yield %
    Net yield %

    Cash deductions

    Property expenses $
    Pre-tax cash flow p/a $
    Pre-tax cash flow p/w $

    Non-cash deductions

    Depreciation $

    Summary

    Total deductions $
    Net profit/loss $
    Tax refund $
    Land Tax
    After tax cash flow p/a $
    After tax cash flow p/w $
    Loan
      
    Interest rate %
    Interest payments $
    Principal payments $
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    Expenses modified above = (Prior to editing was )


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    Occupancy (%)
    Weekly rent ($)
    Subtotal
    $0
    $0
    $0

    Rent pa modified above = (Prior to editing was )


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    LOAN 1

    yrs &
    months
    yrs &
    months

    LOAN 1

    yrs &
    months
    yrs &
    months
    yrs &
    months
    yrs &
    months
    ×

    Stamp duty calculator

    Inputs




    Total stamp duty:

    Portfolio Tracker — My Equity

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    Sorry, there was an error while trying to load equity information.

    You currently don't have any properties in this entity. You can select an existing property from another entity to add to it, or you can add a new property to your portfolio and assign it here.

    Equity

    Start adding your investment properties to Portfolio Tracker and start measuring how your equity looks, what you thought would happen vs what actually has happened.

    We'll bring your rental income straight from Xero along with My Valuer estimates so you can see what's really going on.

    LOAN BALANCE MARKET VALUE EQUITY
    Actual
    market value
    Actual
    loan balance
    Forecast
    market value
    Forecast
    loan balance

    Showing equity summary for:

     
    Purchase
    price
    Purchase
    date
    Current market
    estimate
    Estimate
    date
    Loan
    balance
    Capital
    growth %
    Net
    equity
    Print View print

    Portfolio Tracker — My Entities & Goals

    Manage your entities and your goals to keep track of how you’re performing against your targets.

    Loading your entity information…

    Sorry, there was an error while trying to load your entities.

    Sorry, an error occurred when trying to delete this entity.
    /

    To add goals, notes, or change targets, simply click into a field and start typing.

    You currently don't have any properties in this entity. You can select an existing property from another entity to add to it, or you can add a new property to your portfolio and assign it here.

    Entity type:

    Entity country:

    USER PROFILES FOR THIS ENTITY

    User profiles for this entity

    This is important for calculating tax implications accurately across your portfolio. Please ensure all profiles have a unique name.

    Name Income($) Owns(%)  
    Edit  Remove Done
    This entity will need at least one user profile set up.
    You can either add an existing profile or create a new one.
    Please make sure to click 'Add' below to add your profile to this entity.
    Warning: Total entity ownership cannot exceed 100%.
    This profile can have a maximum of % ownership This entity already has 100% ownership
    You already have a profile called attached to this entity, with an income of . Would you like to use this record instead or add a new record?
    Use existing record Add new record
    Are you sure you want to remove from this entity?
    Remove Cancel
    By updating the income for in this entity, it will update for all entities. Would you like to continue with this update?
    Ok Cancel

    Add another profile

    Select an existing profile
    or

    KEY STATISTICS

    Properties held Current market value Net equity Pre-tax cash flow YTD After-tax cash flow YTD Capital growth Total Capital growth LVR DSR

    DESCRIBE YOUR GOALS

    YOUR GOALS IN NUMBERS – AS OF TODAY

    Portfolio
    value
    Equity Annual
    rent
    Pre-tax
    cash flow
    After-tax
    cash flow
    Target Save Cancel
    Target
    Forecast
    Actual
    $ Var. on target
    $ Var. on forecast

    PROPERTIES AT A GLANCE

    Address/property name Value Net
    equity
    LVR DSR Capital
    growth
    Growth

    To add, remove, or edit properties in this entity, click on the property address to modify within the property details screen

    MY NOTES

    ×

    Are you sure you want to delete this entity?

    We recommend before you delete this entity that you re-assign any properties within it to a new entity. If you delete without doing so, then all properties within it will be placed in your 'default' entity.

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    Entity deleted

    This entity has been deleted and any properties that were not re-assigned have been moved to your 'default' entity.

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    Add a new entity ownership structure

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    Entity country
    Entity type
     
    User profiles for this entity

    This is important for calculating tax implications accurately across your portfolio. Please ensure all profiles have a unique name.

    Name Income($) Owns(%)  
    Edit  Remove Done
    This entity will need at least one user profile set up.
    You can either add an existing profile or create a new one.
    Please make sure to click 'Add' below to add your profile to this entity.
    Warning: Total entity ownership cannot exceed 100%.
    This profile can have a maximum of % ownership This entity already has 100% ownership
    You already have a profile called attached to this entity, with an income of . Would you like to use this record instead or add a new record?
    Use existing record Add new record
    Are you sure you want to remove from this entity?
    Remove Cancel
    By updating the income for in this entity, it will update for all entities. Would you like to continue with this update?
    Ok Cancel

    Add another profile

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    or
    Describe this entity's goals
    Goals for this entity
    Portfolio
    value
    Equity Annual
    rent
    Pre-tax
    cash flow pa
    After-tax
    cash flow pa
    Target

    To add properties to this entity, please select this entity name when adding a new property to Tracker, or when editing an existing property.

    Notes
    Sorry, there was an error while trying to save your new entity.
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    Portfolio Tracker — My Phonebook

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    Sorry, there was an error when trying to load your contacts, please try again later.

    Contact For Name Role Company Phone Mobile Email
    ×

    Connect with Xero

    We partner with Xero to sync your real time actual cash flow income and outgoings to see how this compares against your forecasts. What better way to keep track of how your property is actually performing?

    Learn more about Xero and how you can better manage your portfolio.

    ×

    Real Estate Investar partner with Xero, the online accounting platform that allows Investors to manage their income, expenses, assets and liabilities in real time.

    Please ensure you set up all of your properties in your entity prior to connecting with Xero!

    ×

    Retrieving data from Xero...

    Choose a Xero organisation

    We found {%num_orgs} organisation(s) that you have authorised us to link to.

    You can select one of those organisations from the list below, or click the Add New Xero Organisation link to connect up to another organisation in a Xero account.

    Sorry, authorisation is required to access this organisation

    Unfortunately something has gone wrong, and we can't connect to your Xero organisation.

    This can happen for a number of reasons including:

    • We're no longer authorised to access this organisation.
    • The organisation has been deleted from your Xero account.
    • Real Estate Investar's Xero addon has been revoked access to your Xero account.

    Clicking the Authorise button below will take you to Xero's website to re–authorise our access to your organisation.
    If your organisation has been deleted, you can choose a different organisation from your Xero account. Or you can click the cancel button to go back and choose another organisation from the list that we already have access to.

    Real Estate Investar and Xero can use the Xero tracking category feature to sync expenses. This lets you handle multiple properties in one Xero account.

    To make this work, you should have a tracking category in your Xero account which has one option for each of your properties. Once you have that set up, please select that tracking category below and the pick the option that matches this property.

    If you're only managing one property in this Xero account, then you can just choose "Not using tracking categories".

    Choose tracking category

    Choose the option which matches this property

    We couldn't find any tracking categories set up for your account.

    Real Estate Investar and Xero can use the Xero tracking category feature to sync expenses. This lets you handle multiple properties in one Xero account.

    If you're only managing one property in this Xero account then you can skip this step. For handling multiple properties, you can still skip this step for now and set them up later.

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    You're Done!

    You've now synced this property's income and expenses in Xero with Portfolio Tracker.

    You can edit these at any time from the property details page.

    Connectivity with Xero achieved

    You've successfully authorised REI to connect to your Xero organisation.
    Now we'll continue with the final steps of connecting your property to Xero.
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    Default Profile

    Save time with your property analysis by setting your default profile. You can override this on any given property or change your default at any time.

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    To help correctly calculate your after tax cashflow, please select a default entity to use when analysing properties.

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    Property expenses

    You can enter values for rates, insurance, body corporate and repairs & maintenance as either a $ value, or as a % of purchase price.

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    The following expenses are entered as an annual $ amount, or for management fees as a fixed % per week of rent.

    Do you want to apply these changes to all existing properties in your Analyser and Portfolio Manager?
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