Portfolio Overview
Your portfolio at a glance
Portfolio Value
$2,205,000
Equity Available
$344,000
Loan Balances
$1,420,000
Net Cash Flow
-$2,690/mo
Your Properties
3 active investments across QLD, WA, VIC
Coorparoo
QLD, Australia
Value
$845,000
Loan
$512,000
Equity
$333,000
LVR
61%
Maylands
WA, Australia
Value
$640,000
Loan
$410,000
Equity
$230,000
LVR
64%
Footscray
VIC, Australia
Value
$720,000
Loan
$498,000
Equity
$222,000
LVR
69%
Cash Flow — last 12 months
Rent received vs. interest paid
Expenses
Auto-categorised this month
- Council rates$412
- Strata levies$685
- Property management$248
- Landlord insurance$142
- Repairs & maintenance$196
- Land tax$89
Equity Goal
Demo79%
To $1M
$785,000 of $1M
Portfolio Health Score
LIVE- Equity Growth71
- Cash Flow36
- Diversification75
- Debt Risk36
- Borrowing Position100
5-Year Growth Forecast
DemoAI Next Move
Personalised insights generated from your portfolio
Usable equity unlocks property #4
You have ~$118k of usable equity. Combined with your servicing position, you're ready to acquire a 4th property up to ~$640k.
Refinance ANZ — save $3.6k/yr
Macquarie investor variable now 5.89% vs your 6.14%. Refinancing ANZ Coorparoo would save ~$3,600/year.
Maylands median lifted +$12.4k
CoreLogic detected a median uplift in Maylands, WA. Your equity moved up by ~$12,400 this month.
Strata levy increased
Footscray strata went from $640 → $685/qtr. Cash flow impact: -$15/mo. We've updated your forecast.
Rent review due — Coorparoo
Lease renewal in 38 days. Market rent for 3-bed in Coorparoo is $720/wk (yours: $680). Potential +$40/wk.
Offset balance up $4,820
Your Macquarie offset grew this month — interest savings of ~$24/mo. Keep going.
Activity
Live updates from across your portfolio
No recent activity yet.
Connected Accounts
Demo- −$512,000
ANZ
Investor variable · 6.14%
- $48,210
Macquarie
Offset account
- −$498,000
CBA
Investor variable · 5.99%
- $12,840
NAB
Everyday transactions
Like what you see?
Add your own properties in seconds and see your portfolio come to life — exactly like this demo.