Portfolio Intelligence
Portfolio Optimizer
See your entire portfolio through an institutional lens.
Add your properties and get instant allocation analysis, performance rankings, risk scoring across 5 dimensions, AI-powered rebalancing recommendations, and bull/base/bear scenario modeling.
Allocation Analysis
Performance Rankings
5-Factor Risk Score
AI Recommendations
Scenario Modeler
Your Portfolio
(1/10 properties)Property 1
How Portfolio Optimizer Works
01
Add Properties
Enter up to 10 properties with values, NOI, debt, and rates — or load a demo portfolio.
02
Instant Analysis
Weighted metrics, allocation breakdown, performance rankings, and risk scores.
03
AI Optimizes
Sell weak performers, diversify concentration, refinance for equity — specific to your portfolio.
04
Stress Test
Bull, base, and bear scenarios show how your portfolio performs under different conditions.