Project Tracker
Track every investment project in one place
Renovations, flips, BRRRRs — manage timelines, budgets, contractors, and outcomes alongside your advisor.
01
Bidirectional sync with your advisor
Your project updates in real-time on your advisor's side. They see what you see — no more endless texts about contractor status.
Preview coming soon
02
Real-time budget vs. actual
Set a budget. Log expenses as they happen. See variance instantly.
Preview coming soon
03
Photo galleries that flow through
Document the renovation. When you complete the project, photos auto-import into your portfolio.
Preview coming soon
04
One-click conversion to transaction
Finished a flip? Convert directly into a sale transaction. Finished a rental? Adds to your portfolio with cash-flow tracking baked in.
Preview coming soon