Your portfolio completeness score

Your dashboard can show a completeness score, like a profile-strength meter for your portfolio. It is a simple way to see what is filled in and what is still missing.

The score is turned on per account. If you do not see it, ask your administrator to enable "portfolio completeness."

What the score looks at

For each property, it checks whether you have added:

• A property value
• Financials (purchase price, mortgage, or "owned outright")
• Insurance
• A mortgage, or the property marked as owned outright
• At least one document
• Key dates
• Appliances
• A map location

For rental properties it also checks for a unit, an active lease, and a lease end date. Homeowner properties skip those, so a fully filled homeowner property can still reach 100 percent.

How to use it

• The card shows your overall score and the top missing items.
• Each item is a link that takes you straight to the right place to fill it in.
• The more complete your portfolio, the sharper your net worth, insights, and tax numbers will be.

Good to know

• This is guidance to help you fill in details. It is not a money or compliance figure.
• Every check is based on your real data. Nothing is invented.

Related

• Estimate your property value
• Milestone moments on your dashboard