Investment Property Mate

Dashboard

See your portfolio snapshot: cashflow, equity, and key risks.

• Use the bottom tabs to switch sections.
• Tap chart points to focus and view tooltips.

Properties

Add properties, edit details, and track expenses as flexible collections of items.

• Tap a property card to view detail.
• Use Edit to update assumptions and expense collections.
• Use one-off items for irregular repairs (for example years 3, 7, and 12).

Scenarios

Run what-if scenarios like interest rate shocks, vacancy changes, and sell timing.

Insights

Automated checks highlight risks and opportunities based on your assumptions.

Settings

Manage appearance, forecast horizon, backups, imports and integrations.

Account & Backup

Sign in only if you want secure backup and restore across devices.

• Create account or sign in from the top-right Account menu.
• Use Back up now to save your portfolio.
• On a second device: sign in then choose Restore.

Pro Plan

Pro unlocks premium workflow tools while keeping all calculations offline.

• Free includes 1 property.
• Try Pro free for 14 days in Settings.
• Upgrade via checkout link if you want ongoing access.

Import/Export

Export JSON for full backups, and CSV for spreadsheet workflows.

PDF Statements

Parse PDF statements into totals, then apply them to a property as one-off expense items.

Market Lookup

Market lookup is designed around compliant provider adapters. Unofficial crawling is off by default.

Troubleshooting

If something looks wrong, this checklist fixes most issues.

• If backup/restore fails: confirm you are signed in and your email is verified.
• If Pro upgrade button is disabled: set VITE_PRO_CHECKOUT_URL in your environment.
• If a PDF fails to parse: try a clearer statement PDF (not scanned images) and re-run parsing.

Privacy

All forecasting is done on-device. Backups are optional and user-controlled.

We do not request bank credentials in the app. Any future bank integrations use accredited providers only.