Overview
Your portfolio serves as the common foundation for analysis and management. Add your properties directly, import multiple properties at once, or save a property from ImmoCheck. That way, you don't have to start a complete purchase analysis for every property you already own.
Add your properties directly
In “My Portfolio,” you have three options: new property, quick setup, and bulk import. The workflow for new properties guides you through property details, amenities, rental income, and apportioned expenses. The detailed investment analysis remains a separate option.
Bulk import supports CSV and Excel files. The number of additional properties you can save depends on your plan's property quota. Review the imported data before using it as the basis for your analyses.
Search and filter your portfolio
Switch between card view and table view. Searching by name, address, or other details, along with additional filters, helps you narrow down the part of your portfolio you're looking for. This way, you can find any property without having to go through your entire portfolio manually.
Funding in Its Own Space
"My Financing" brings together your financing information in a dedicated section. Search by bank, loan type, amount, or other criteria, and use the card view, table view, and filters. Use "New Financing" to add more financing entries.
The financial dashboard provides a summary of outstanding debt, interest, principal repayment, and mortgage payments. This keeps data maintenance and analysis clearly separate yet connected.
Compare Properties and Scenarios
From the portfolio, you can access the scenarios and view a direct comparison. Select two to four properties or saved scenarios to view their metrics side by side. This will help you better understand the differences between properties and alternative scenarios.
From Real Estate to Workflow
Your properties serve as the foundation for other areas, such as MarktwertCheck, dashboards, and document generation. You manage rents, payments, and allocable expenses in their respective modules. An up-to-date portfolio reduces conflicting data and improves the basis for your analyses.