
FOR REAL ESTATE INVESTORS
Your real estate portfolio's true return β leverage and all
- Net vs. gross allocation β Toggle every allocation view between net equity and gross asset value. LTV becomes obvious.
- Property-level P&L β Track income, expenses, depreciation, and capital improvements per property β not just per portfolio.
- Rental income forecasting β Schedule recurring rent, indexation, and vacancies. Project alongside outgoing mortgage interest.
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FOR STOCK MARKET INVESTORS
Find out if your stock-picking is actually beating the market
- Multi-broker aggregation β Interactive Brokers, Lightyear, LHV, Swedbank β combine every account into one portfolio.
- Money-weighted XIRR β The only return calculation that respects when you actually put money in. Computed across your full history.
- Built-in benchmarks β S&P 500, Nasdaq 100, Dow Jones, Vanguard Total World β overlay them on your portfolio chart in one click.
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More investor types are on the way. Whatever you don't see here yet, every Portfellow feature already works for it β explore all features β