Bookkeeping, rent rolls, and occupancy — organized by entity, ready for Schedule E. See every property, LLC, and dollar in one calm view.
Monthly portfolio yield
Performing$4,550.00
↑ +2.4% vs last month
Units
7
Occupied
6
Collected
92%
Requires attention
What's inside
Every screen is built around how investors actually think — by entity, by property, by month. No spreadsheet gymnastics.
Holding company at the top, LLCs underneath, properties beneath those. Roll up or drill in with one click.
Single-family or multi-family with per-unit detail, expected rent, and property manager assignment.
Track leases, funding splits (Section 8, VA, direct pay), and upload leases for AI-assisted parsing.
Monthly yield, collection rate, and what needs attention — without alarm-bell color theater.
Categories, transactions, and reports designed to map directly onto your tax filings.
The account and transaction model is built to accept Plaid feeds when you're ready to connect.
How it works
Add your holding company and LLCs. Define ownership relationships visually or in a form.
Bring in addresses with autocomplete, define units for multi-family, and link to your property manager.
Set lease terms, log payments, and watch the dashboard light up with the metrics that matter.
Roadmap
Working Investor is opinionated about order. The foundation is locked first — then bank sync, reporting, and depreciation layer in.
Foundation — live
Auth, multi-entity model with rollups, properties, units, occupancy, and the dashboard.
Transactions & Schedule E
Categorized transactions, P&L by entity and property, and CSV import.
Bank sync (Plaid)
Connect bank and credit card accounts to feed transactions automatically.
Advanced reporting
Depreciation, multi-entity consolidations, and investor-grade reports.
Spin up your entities and properties in minutes. The dashboard starts paying attention immediately.