Your pipeline and portfolio
Track your portfolio
Add the properties you own and see their value, equity, cashflow and yield in one place.
4 min read
Build your portfolio
- 1
Open the Portfolio hub
Open More, then Portfolio. The hub is available on Pro and Max.
- 2
Add a property
Select "Add property" to start the "Add an asset" steps: how you operate, the property, the strategy detail, debt and running costs, then Review & sync. Save to add it to the hub.
Archie pulls a valuation and comparables from the postcode for you. - 3
Or add a completed deal
In My Deals, open a deal at Exchange or Completion and choose "Add to portfolio" in its More menu.
- 4
Read the hub
The top shows value, equity, monthly cashflow, net yield and refinance headroom. The tabs are Assets, Valuations, Market and Tax.
- 5
Open an asset
Select a property for its Overview, Tenancy & rent, Compliance and Costs & records.
- 6
Import or export
On the assets table, select "Import CSV" to add several properties, or "Export CSV" to download them.
Common questions
Was this guide helpful?
Updated October 2026