Introducing My Portfolio feature - control center to track appreciation, cash flow, and performance.

Investra is the AI-powered real estate investment platform for realtors and investors. Smarter analysis, faster decisions, better deals.

### Overview

- Introduces the new **My Portfolio** feature, giving users a snapshot of their real estate investment portfolio.
- Allows users to **claim a property** by searching an address and then customize key investment details such as:
- purchase price
- monthly mortgage
- rental status
- monthly rent collected
- Supports updating property state across common scenarios, including:
- owner-occupied
- long-term rental
- short-term rental
- partially occupied / partially rented
- vacant
- Provides a control-center style view to help users understand the impact of changes on **cash flow** and make better decisions about future moves, including potential **1031 exchange** planning.
- Includes the ability to **edit changes and cancel/revert updates** when needed.

### Assumptions

- Property search/claiming is based on matching an entered address to existing property records.
- Monthly cash flow and portfolio snapshot metrics are recalculated when rental status or rent assumptions change.
- The feature is intended for realtor/investor users who want to track and manage their own portfolio over time.
- Status transitions such as moving a property from rented to vacant are supported and reflected immediately in the portfolio view.

### Testing Strategy

- Verify the portfolio dashboard loads and displays a portfolio snapshot for a user with properties.
- Test claiming a property by entering an address and confirming matching results are returned.
- Validate editing property fields (purchase price, mortgage, rent, status) updates the portfolio summary correctly.
- Confirm status changes such as **rented -> vacant** update monthly cash flow as expected.
- Ensure cancel/revert actions discard unsaved changes.
- Check that all supported rental states render and persist correctly after save/refresh.
- Review edge cases for partial occupancy, short-term rental, and owner-occupied properties to ensure calculations remain consistent.

Видео Introducing My Portfolio feature - control center to track appreciation, cash flow, and performance. канала Investra AI