ClearPortfolio brings every property you own into a single, live view, so you always know exactly how your portfolio is performing.
ClearPortfolio is a portfolio tracking tool built for property investors. It replaces scattered spreadsheets, folders and email threads with one live dashboard, so you always know how each property is performing and how your whole portfolio is tracking.
Aggregate net equity, loan-to-value ratios, and total gross valuation across your entire property holdings in real-time.
Deep dive into rental yields, cash flow, tax-deductible expenses, and capital appreciation for each individual asset.
Automated alerts for upcoming lease expiries, rent reviews, council rates, insurance renewals, and mortgage fixed-rate rollovers.
Store leases, depreciation schedules, inspection reports, and purchase contracts directly tied to each property.
Scattered data across property managers, banking portals, and manual spreadsheets leaves investors blind to actual returns.
Investors toggle between 3 different bank apps, messy spreadsheets, and property manager portals just to calculate their net balance.
LVR drift goes unnoticed and real gross vs. net yields are often calculated incorrectly or outdated by months.
Lease renewals lapse without rate adjustments, costing Australian property owners thousands in uncollected market rent.
Tax time becomes an annual frantic chase for missing settlement sheets, QS reports, and repair tax receipts.
A dedicated system engineered for precision, clarity, and continuous visibility.
See every property side by side, plus how they add up together as a portfolio. Real-time balance sheets, combined LVR, and accurate total net wealth calculations.
See income, expenses and profit and loss for every property, updated in one view, without doing the maths yourself. Understand exact gross vs net yield across each dwelling.
Automated ATO categories for council, water, interest, and management fees.
Get reminders ahead of insurance renewals, lease reviews and other key dates, so nothing catches you off guard or leaves money on the table.
ClearPortfolio brings your property records into a single, secure dashboard, so nothing is scattered across emails and folders again. Ready at tax time for instant sharing with your accountant.
Real-time equity valuation across Paddington, Cottesloe and London properties.
Instant 1-tap download of tax-deductible schedules.
Income, expenses, loans and property performance — brought together in one clear view.Continuous auto-reconciliation across your loan balances, interest rates, capital gains, and real cash positions.
How private landlords, syndicates, and multi-property owners manage their portfolios with confidence.How multi-property owners track wealth and cash flow with confidence.
“Before ClearPortfolio, every quarter was an agonising scramble across five bank portals and accountant spreadsheets. Now my entire portfolio equity and cash flow are live and indisputable.”“Before ClearPortfolio, every quarter was an agonising scramble across bank portals and spreadsheets. Now my entire equity and cash flow are live and indisputable.”
“The automated lease review and rate expiration alerts alone saved us over $14,000 in unindexed rents last financial year. It's the most high-signal wealth tool we use.”“The automated lease review alerts saved us over $14,000 in unindexed rents last financial year. It's the most high-signal tool we use.”
“Having bank-ready LVR and tax dossiers generated with one click made our last refinance cycle effortless. My mortgage broker and CPA were genuinely stunned.”“Having bank-ready LVR and tax dossiers ready in one click made our refinance effortless. My broker and CPA were stunned.”
Everything you need to know about getting started with ClearPortfolio.
ClearPortfolio is a comprehensive real-time property intelligence and portfolio management platform built specifically for Australian property investors. It brings your loans, valuations, rental income, and tax-deductible expenses into one live, synchronised dashboard.
Whether you own one investment property, a growing residential portfolio, commercial assets, or properties held across Trusts and SMSFs, ClearPortfolio is engineered to scale with your wealth strategy.
Getting started takes under 2 minutes. Simply create your account, connect your property addresses, and link your banking institutions or upload your initial settlement and lease documents. Our engine automatically reconciles your current equity and cash flow.
You can track live property valuations via CoreLogic, mortgage balances, interest rates, LVR drift, rental yields, tenant lease expiry schedules, deductible maintenance expenses, and depreciation schedules.
Yes. ClearPortfolio uses bank-grade 256-bit AES encryption and SOC 2 Type II compliant cloud infrastructure. We maintain strict read-only banking integrations through regulated Open Banking partners, ensuring your credentials and assets remain 100% protected.
No, ClearPortfolio is designed to empower both you and your accountant. It automates record keeping, categorises expenses according to ATO rules, and generates one-click tax packs that save your accountant hours during tax season.
Speak directly with our product team to see how ClearPortfolio can bring complete visibility to your property investments.Get in touch with our Australian property specialist team for a guided portfolio setup or data import walkthrough.
