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. 1

    Open the Portfolio hub

    Open More, then Portfolio. The hub is available on Pro and Max.

  2. 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. 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. 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. 5

    Open an asset

    Select a property for its Overview, Tenancy & rent, Compliance and Costs & records.

  6. 6

    Import or export

    On the assets table, select "Import CSV" to add several properties, or "Export CSV" to download them.

Common questions

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Updated October 2026