How to Create a Comprehensive Portfolio PDF with PropertyCard

Managing multiple properties requires a consolidated view of your finances and performance metrics. PropertyCard makes this task effortless by allowing you to aggregate data from all your properties into a single, comprehensive portfolio PDF. Here’s a step-by-step guide on how to create a portfolio PDF using PropertyCard:

Step 1: Set Up PropertyCards for Each Property

1. Download PropertyCard: Start by downloading PropertyCard from the App Store or Google Play Store and install it on your mobile device.
2. Create PropertyCards:
   • For each property you own, create a new PropertyCard.
   • Enter all necessary details for each property, including asset information, cash flows, and any additional relevant data.

Step 2: Enter Financial Details for Each Property

1. Asset Section:
   • Valuation: Enter the current market value of each property.
   • Purchase Price: Input the original purchase price.
   • Mortgage Initial and Current: Enter details of any initial mortgage and current outstanding mortgage amount.
   • Stamp Duty: Input the stamp duty paid during the purchase.
   • Refurbishments: Enter costs for any refurbishments or improvements made.
2. Cashflows Section:
   • Rent Income/Cost: Input the monthly rental income or cost associated with each property.
   • Amortization: Enter any loan amortization details.
   • Management Fees: Input fees paid to property management services.
   • Maintenance: Enter costs for property maintenance and repairs.
   • Depreciation and Tax Deductibles: Include depreciation and any other tax-deductible expenses related to the property.

Step 3: Aggregate Financial Data

1. View Portfolio:
   • Once you have created PropertyCards for all your properties and filled in their financial details, navigate to the portfolio section within PropertyCard.
   • The app will automatically aggregate the financial data from each PropertyCard.
2. Key Metrics Displayed:
   • Total Property Net Worth: View the combined market value of all your properties.
   • Total Cashflow Per Year and Month: See the aggregated cash flow generated monthly and annually across all properties.
   • Total Yield: View the overall yield from your property investments, calculated as the annual rental income as a percentage of the total property value.

Step 4: Generate Portfolio PDF

1. Create PDF Report:
   • Tap on the option to generate a portfolio PDF report within PropertyCard.
   • Customize the layout and design of the report, adding headers, footers, or logos to reflect your branding.

Step 5: Share and Utilize Portfolio Report

1. Save and Share:
   • Save the generated PDF report to your device or cloud storage.
   • Share the portfolio PDF directly with your tax accountants for filings or with financial advisors for better investment tracking.
2. Regular Monitoring:
   • Regularly update your PropertyCards as financial data changes (e.g., rent adjustments, property value changes).
   • Generate updated portfolio PDFs periodically to keep track of your holdings and performance metrics.

Benefits of PropertyCard for Portfolio Management

1. Centralized Data Management:
   • Consolidate all your property financial data in one place, making it easier to manage and analyze your investments.
2. Efficiency and Accuracy:
   • PropertyCard automates calculations and aggregates data accurately, saving you time and reducing the risk of errors.
3. Enhanced Reporting:
   • Create professional and comprehensive portfolio reports with just a few clicks, helping you make informed decisions and present your holdings effectively.

By following these steps, you can leverage PropertyCard to create a detailed and professional portfolio PDF that provides a clear overview of your real estate investments. Whether for tax filings, financial analysis, or regular monitoring, PropertyCard empowers you to manage your property portfolio with ease and precision. Experience the future of property management with PropertyCard’s innovative and user-friendly features.