02
Keep debt balances current
Automate mortgage-paydown updates so your equity picture stays useful without another monthly spreadsheet ritual.
Portfolio intelligence for rental investors
Make your next rental move with clarity.
Track your portfolio and net worth, keep mortgage balances current, and compare major capital decisions—without rebuilding the same spreadsheet every month.
Built for independent investors with 1–10 rental properties.
What to expect
A practical tool, built around your decisions.
No invented certainty
See assumptions and compare scenarios instead of receiving a black-box recommendation.
No enterprise clutter
The workflow stays focused on the needs of a hands-on owner with a small portfolio.
Your portfolio, connected
Property performance, mortgage paydown, equity, and net worth live in one view.
Straightforward pricing
$15 per month for the complete Wealth Builder experience—without confusing tiers.
One portfolio. Better questions.
Move from tracking history to planning what comes next.
01 / BUILD THE BASELINE
Know where your rental wealth stands today.
Bring property values, loans, cash flow, and equity into a single portfolio model. Automated mortgage-paydown updates help the baseline evolve over time.
1–10
properties in the product’s sweet spot
One view
for portfolio, debt, equity, and net worth
03
Compare your next move
Model paying down debt, buying another property, refinancing, using a HELOC, or reallocating capital before committing cash.
Scenario questions you can explore
Pay down debtBuy another propertyRefinanceUse a HELOCReach a cash-flow target
Simple pricing
One plan for the independent investor.
Wealth Builder gives you the complete portfolio tracking and scenario-planning experience for less than the cost of another spreadsheet add-on.
Wealth Builder
For owners of 1–10 rental properties
$15 / month
- Portfolio and net-worth tracking
- Mortgage-paydown updates
- Debt-versus-purchase modeling
- Refinance and HELOC scenarios
- Cash-flow goal planning
- Complete feature access
Questions, answered
Before you model your next move
Make the portfolio work as one plan
Stop guessing what your next dollar should do.
Build a living picture of your rental wealth, then test the decisions that could change it.