The operating system for
real estate investors.
From a single rental to a full portfolio — PortfolioX replaces your spreadsheets, scattered tools, and late-night math with one clean dashboard. Plus an AI phone assistant that handles tenant calls 24/7.
Free forever for 1 property · No credit card required
Properties
4
Monthly Income
$7,200
Rent Collected
$5,400
Open Requests
2
Sound familiar?
Most landlords start with spreadsheets. It works until it doesn't.
The problem
Tracking properties across multiple spreadsheets that never stay in sync
Missing tax deadlines, insurance renewals, and mortgage payments
No idea if your portfolio is actually profitable after all expenses
Chasing tenants for rent with texts, calls, and awkward conversations
Fielding tenant calls at all hours — payment questions, maintenance issues, lease details
The PortfolioX way
One dashboard for every property, lease, payment, and deadline
Automated reminders for every due date before you even think about it
Real-time P&L, NOI, cap rate, and cash-on-cash return per property
Tenant portal with online payments — they pay, you get notified
AI phone assistant answers tenant calls, checks payments, and submits maintenance requests
How it works
Get started in 3 steps
No onboarding calls, no training sessions. Set up your portfolio in minutes.
Add your properties
Enter your property details, purchase price, and current market value. Import one or import them all.
Set up leases & tenants
Add your tenants, lease terms, rent amounts, and payment schedules. Invite tenants to their portal.
Track everything automatically
Rent collection, mortgage payments, tax reminders, and financial analytics all happen on autopilot.
Financial Analytics
Every financial metric, in one view
P&L statements, NOI, DSCR, cap rate, and cash-on-cash return — know exactly which properties are working and which aren't. All metrics annualize automatically regardless of the time period you're viewing.
- Profit & loss statements per property
- Balance sheets with equity tracking
- NOI, DSCR, cap rate, and cash-on-cash return
Key Metrics
Net Operating Income
annualized
$42,600
DSCR
debt service coverage
1.42
Cap Rate
annualized
6.2%
Cash-on-Cash Return
annualized
8.7%
Tenant Portal
Your tenants pay rent online. You get paid on time.
Secure online rent collection through a self-service portal. Tenants log in with a magic link, view their lease, submit maintenance requests, and pay — no app download required.
- Magic-link login for tenants
- Credit card, debit, and ACH payments
- Automatic receipts and payment history
Oakwood Drive — Unit 2
Active lease
Balance Due
$1,450.00
Due Mar 1
Mortgage Tracking
Know exactly where your mortgage stands
Full amortization schedules with principal vs. interest breakdown. See your equity grow with every payment and get automated reminders before your due date.
- Full amortization schedule per loan
- Principal vs. interest breakdown
- Automated payment reminders
Amortization Schedule
Equity built
$32,467
| Month | Principal | Interest | Balance |
|---|---|---|---|
| 1 | $487 | $1,042 | $249,513 |
| 2 | $489 | $1,040 | $249,024 |
| 3 | $491 | $1,038 | $248,533 |
Notifications
Deadlines don't sneak up on you anymore
Automated email reminders for mortgage due dates, property tax bills, insurance renewals, and late rent. Set it and forget it.
- Mortgage payment reminders
- Property tax due date alerts
- Insurance renewal notifications
- Late rent payment notices
Mortgage payment due in 3 days
Lincoln Ave · $1,529.00
Rent payment received
Oakwood Dr, Unit 2 · $1,450.00
Insurance renewal in 14 days
Maple St · State Farm
Photo Documentation
Document every property, every room, every detail
PropertyCam turns your phone into a property documentation powerhouse. GPS-stamped photos, room-by-room inspections, and shareable reports — everything you need for move-in/out documentation, maintenance records, and insurance claims.
- GPS and timestamp stamping for legal proof
- Room-by-room inspection templates with condition tracking
- Shareable photo reports for tenants, contractors, and insurers
- Move-in vs. move-out comparison for deposit disputes
Move-In Inspection
412 Oakwood Drive
Living Room
GoodKitchen
FairPrimary Bedroom
ExcellentBathroom
PoorTenantLine
An AI phone assistant that handles tenant calls for you
TenantLine gives your tenants a dedicated phone number to call anytime. An AI assistant verifies who they are, answers their questions using real-time data from your account, and takes action — no voicemail, no phone tag, no interruptions to your day.
- Answers payment, lease, and maintenance questions instantly
- Submits maintenance requests and sends portal links by text
- Transfers to a real person when the tenant needs one
- Full call transcripts, summaries, and sentiment analysis
TenantLine
Active call · 1:24
Hi Sarah, I found your account. How can I help you today?
Has my rent payment gone through for this month?
Yes! Your March payment of $1,450.00 was received on March 2nd. You're all set.
Great. Also, my kitchen faucet is leaking.
I've submitted a plumbing maintenance request for you. Your property manager has been notified.
Everything you need in one platform
Property tracking, financial analytics, tenant management, payments, and more — built for landlords and property managers.
Property Management
Track every property in your portfolio from a single dashboard.
Lease & Tenant Management
Manage leases, move-in dates, and tenant contact info in one place.
Financial Analytics
P&L statements, balance sheets, NOI, DSCR, cap rate, and cash-on-cash return.
Online Rent Payments
Tenants pay online. Cards, debit, and ACH bank transfers.
Maintenance Requests
Tenants submit requests with photos. Track status and history.
Automated Notifications
Mortgage, tax, insurance, and late payment reminders on autopilot.
Tenant Communications
Email tenants directly from the dashboard. Keep a full history.
Team Collaboration
Invite your team with role-based access: Owner, Admin, Member, Viewer.
Photo Documentation
PropertyCam documents every property with GPS-stamped photos, room-by-room inspections, condition tracking, and shareable PDF reports.
Inspection Reports
Room-by-room inspection templates with photo evidence and PDF exports.
Task Management
Kanban boards, recurring tasks, auto-generated reminders, and team assignments.
Work Order Tracking
Create, assign, and track work orders from request to completion.
TenantLine AI
AIAI phone assistant answers tenant calls 24/7 — checks payments, submits maintenance requests, and sends portal links.
See how PortfolioX stacks up
We've done the research so you don't have to.
Enterprise-grade security for your portfolio
PCI Compliant
Payments processed through PCI DSS Level 1 certified infrastructure
256-bit SSL
All data encrypted in transit and at rest with industry-standard encryption
SOC 2 Compliant
Built on infrastructure that meets SOC 2 Type II compliance standards
99.9% Uptime
Reliable, always-on infrastructure so your business never skips a beat
PCI-compliant payments · 256-bit encryption · 99.9% uptime
What landlords are saying
“I was managing 4 properties in Excel and losing track of everything. PortfolioX consolidated everything in one place.”
Sarah M.
Independent Landlord
“The automated reminders alone saved us from missing two insurance renewals. The ROI was immediate.”
David R.
Portfolio Investor
“Our owners love the portal. They can see exactly where their money is going without calling us every month.”
Jennifer K.
Property Manager
Start free. Scale as you grow.
No hidden fees, no surprises. Upgrade anytime as your portfolio expands.
Free
For individual landlords getting started.
$0forever
- 1 property
- 1 user
- 4 tenants
- 100 MB storage
- Property tracking
- Lease management
- Mortgage amortization
- Tax & insurance tracking
- Tenant portal
- Online payments
Starter
For growing portfolios with a small team.
$19/mo
$190/yr (save 17%)
- 3 properties
- 2 users
- 12 tenants
- 1 GB storage
- Everything in Free
- Online rent payments
- Back rent tracking
- Email communications
- Payment reminders
- TenantLine AI phone assistant
Professional
For serious investors managing multiple properties.
$49/mo
$490/yr (save 17%)
- 10 properties
- 3 users
- 40 tenants
- 10 GB storage
- Everything in Starter
- TenantLine AI phone assistant
- Unlimited communications
- All automated reminders
- Custom branding
- Advanced reporting
Built for how you work
For independent landlords
Manage your own properties without the overhead.
- Free tier to start with 1 property
- Full financial tracking without a bookkeeper
- Automated reminders so nothing falls through the cracks
- Tenant portal so tenants stop texting you
For growing portfolios
Scale from a few doors to a full portfolio.
- Online rent collection with cards and ACH
- Invite your team with role-based access
- P&L, NOI, cap rate, and cash-on-cash return
- AI phone assistant handles tenant calls 24/7
For property management companies
Manage investor portfolios with full transparency.
- Owner portal with financial statements
- Trust accounting with automated ledger entries
- Work orders with owner approval workflows
- TenantLine AI for 24/7 tenant support calls
Ready to stop managing your portfolio in spreadsheets?
Join hundreds of landlords and property managers who switched to PortfolioX.
No credit card required · Free forever for 1 property · Cancel anytime
Trusted by landlords and property managers across the country
500+
Properties Managed
2,000+
Lease Payments
$4M+
Rent Collected
99.9%
Uptime