PortfolioCore
Built for UK property investors, not tenancy admin

See your property portfolio the way an investor should.

Track cashflow, equity, secured debt, ownership structures, title risks and refinance decisions in one focused UK property investor workspace.

No tenant portal bloat
AI title summaries
Investor reports

How the app is organised

Your portfolio review checklist

A simple view of what the product helps you keep current.

Owned portfolio value

Personal, Ltd and SPV holdings

Track by share

Secured debt

Loan-to-value, fixed-rate ends and stress rates

Monitor risk

Managed income

Fees without counting client assets as yours

Separate view

Investor report

For lenders, brokers and partners

Export-ready

Dashboard

Equity, debt, cashflow

Analytics

AI review, yields, Section 24

Reports

Lender-ready summary

Portfolio intelligence

Built around investor decisions, not landlord admin.

The app is deliberately focused on portfolio intelligence: what you own, what it is worth, what is owed, where risk is building, and what to check next. Customer feedback shapes the roadmap so improvements stay close to real investor workflows.

Ownership that matches reality

Model personal holdings, limited companies, SPVs, JVs and managed assets without flattening everything into a spreadsheet.

Debt and refinance control

Track secured balances, rate types, fix end dates, director loans and refinance scenarios without mixing them together.

Investor-grade deal analysis

Assess SDLT, yield, cash-on-cash return, operating costs and Section 24 exposure before you buy.

AI title register summaries

Upload a Land Registry title register and get a plain-English investor summary, with covenants, restrictions and questions to ask.

AI portfolio review

Generate a plain-English review of cashflow, leverage, data gaps and next actions when you want a second set of eyes.

Operating rhythm

A repeatable review workflow for serious portfolios.

The product stays focused on the questions investors need to answer before buying, refinancing or reporting: what is it worth, what is owed, what does the title say, where is risk building, and what should happen next?

1

Connect ownership structures

2

Add properties, loans and valuations

3

Review equity, secured debt and cashflow

4

Run refinance and stress scenarios

5

Export a decision-ready portfolio report

Early access

Simple pricing while the product is young.

Start with the investor tracker, reports, AI reviews and deal analysis. The roadmap stays away from saturated tenancy management and goes deeper on portfolio performance.

Private documents, row-level security and Stripe billing.

Investor plan

£9/month

Or £79/year with annual billing.

Unlimited properties
Ownership structures
Secured debt tracking
Deal analyser
AI portfolio review
AI title summaries
Start free trial

Cancel anytime. Access continues until the end of your billing period.