The Solution that fits
Whether you are plotting your first purchase or are well on your way to building an empire, our plans meet you where you are at and scale with you as you grow.
See pricingTotal Wealth. One Solution.
Wealth Management Technology that Bridges the Real Estate Investment Gap
Built for investors who cross asset classes, Portfolio Projector is an all-in-one wealth management platform that combines traditional wealth and real estate investments. Track total ROI, cash flow forecasting, and the path to financial independence.
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The Intersection of Real Estate and Wealth
Why Portfolio Projector?
As a team of investment professionals, Portfolio Projector noticed a glaring gap within traditional financial planning software. There are countless wealth management and real estate investing tools. Yet there isn't a technology that combines the powers of both. That's where the idea for Portfolio Projector began.
Portfolio Projector understands the complexity of ROI and brings real estate clarity to comprehensive wealth management. Our technology eliminates return confusion by combining the power of total ROI forecasting, integrated risk management, and intuition beyond calculation. Portfolio Projector's patented set of strategies combines calculation inputs and market data to deliver valuable custom insights.
From investors dipping their foot into the real estate pool to investors with a large portfolio of properties, Portfolio Projector offers multiple plans to accommodate your needs. Total Wealth. One Solution.
Features of Portfolio Projector
Everything you need in one solution
Powerful tools designed for investors for wealth building
The Intersection of Real Estate and Wealth
Dynamic Wealth Management Tools, One Dashboard.
Each investment portfolio is built differently, but one thing remains the same: the most successful portfolios include real estate. We built a solution where your company 401(k) and side hustle can help you generate wealth and financial freedom alongside one another. Whether you've just acquired your first real estate investment or have an array of properties, Portfolio Projector and the capabilities of our technology provides a comprehensive solution to building wealth.
Comprehensive Wealth Tracking Tools
Total Wealth Management Reporting and Tracking
There's no longer a need to jump between wealth management tools. Portfolio Projector integrates real estate holdings with financial accounts in order to track total ROI, Cash Flow, and more. Our dashboard highlights how asset classes come together, providing the key insights you need to build the best investment strategy for your goals.
A Proprietary Scoring System
Built In Portfolio Risk Analysis Tools
The more risk is understood, the better the outcome. Portfolio Projector's proprietary risk scoring system looks at real estate from every angle to highlight the risk profile of each individual property. When combined with traditional assets, our all-in-one dashboard provides a thorough overview of the risks taken and returns anticipated. As with all things in life, the risk/return matrix should be balanced and our solution identifies what is working and what has you exposed.
Track, Project, and Analyze Real Estate
Real Estate Portfolio Management Software
Master the bigger picture and don't run deals in silos with proven portfolio management software. Real estate investors know that you have to spend time in the market to be successful. Portfolio Projector helps users understand how each deal performs on its own and as a part of a larger portfolio. We grow with you, offering the beginning tools to scale and the advanced tools to optimize. It is one thing to manage a deal, it is another thing to build a portfolio. Success is easier when the right information guides better decision making.
LTR, STR, BRRRR, and Flip Deals
Real Estate Deal Analysis
Finding a deal is the beginning of the process. Figuring out what to do with that deal, if it fits within the financial landscape, and the path to generating income is a different game. Our real estate deal analysis tools look at every potential angle including BRRRR, Flip, STR, LTR, and more. We also provide valuable insights on key insights such as cost segregation studies and refinancing estimators. With Portfolio Projector, you have the power to model a new scenario and compare it to your original plan. After all, there is power in options and luckily, we have them all.
Responsive Support Team
We respond to inquiries within 1 business day. We don't see a ticket in the queue, we see a portfolio in the making. Let our team help guide you on your path to success.
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Try Portfolio Projector with a commitment free 7-day trial. With a guided walkthrough and customizable options, the reward greatly outweighs the risk.
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Frequently Asked Questions
How is Portfolio Projector different from other wealth management tools?
Portfolio Projector combines both real estate and traditional investments into one unified solution. No need to toggle between tools, we have you covered. We have the most robust real estate analysis platform available on the marketplace coupled with traditional investment analysis. See how crossing and combining asset classes can provide diversification and lifestyle flexibility.Do I need to be a financial advisor to use Portfolio Projector?
Absolutely not! We are committed to building solutions that are simple enough for beginners but robust enough to meet the demands of experts. We have smart defaults built into nearly every corner and our AI insights are there to help guide you down thoughtful paths. As you learn and become familiar with your portfolio, you will find advanced options to allow maximum customization.Does Portfolio Projector work if I only have one real estate investment property?
Everybody has to start somewhere and we want to be a part of it from the beginning. You don't even have to own your first investment property to get invaluable insights from our platform. Whether you have one property or a hundred, Portfolio Projector is built to provide value. As a beginning investor you will be able see your current investment up close, analyze new deals with confidence and ease, model future investment strategies, and see how they all come together to create your comprehensive financial plan. If you pay to insure your car, home, or health, doesn't it make sense to insure your financial future too?What integrations are available?
Portfolio Projector's Investor and Investor Pro allow users to integrate traditional investments onto our platform using secure PLAID technology. See current investments in action, get data updated automatically, and track wealth from one convenient place.
Still have questions?
Read the full FAQThe Path to Financial Independence Starts Here
Join the countless investors who count on Portfolio Projector to unite real estate clarity with comprehensive wealth management.