Capability
A portfolio rarely contains one kind of property. Property Pulse separates investment properties from personal and family ones so aggregate figures stay honest, while still keeping every property in a single, searchable place.
Each property carries a purpose and an occupancy status. Investment aggregates cover the properties that are meant to earn; all-property views cover everything you own. The distinction keeps yield and occupancy figures meaningful.
Portfolio views surface what needs a decision — overdue bills, obligations due soon, missing records, stale valuations — before they surface charts, so the daily use of the product is operational rather than decorative.
Owner, accounting and audit, portfolio financials, and financial performance reports are generated for a chosen period from the same underlying records, so two reports never disagree about the same month.
Product fact
Purpose and occupancy status per property, attention signals, and the owner, accounting, portfolio financial, and performance reports are released behaviour.
Methodology
All reports are generated from one ledger for a chosen period, which is why two reports covering the same month agree.
Last reviewed against Property Pulse v0.12.84.
Portfolio totals drill down into the per-property ledger that produced them.
New properties can be onboarded from the paperwork you already have.