CapitalVue Portfolio is the platform we set up for clients once they have bought with us. Live market value, rent, expenses, loans, insurance, equity and tax records for every property you own, in one secure place, ready for you and your accountant.
When you settle, we load the property into CapitalVue Portfolio. It replaces the spreadsheet, the bank logins and the folder of PDFs with one current view, and it tells you when a rate, a renewal or your equity position needs a decision.
Access is set up for you at settlement and sign-in is protected by two-factor authentication. It is not available for purchase separately.
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Houses, units, townhouses and commercial assets sit in one portfolio, each with metrics suited to its type.
Pull the listing image in and the market value is fetched automatically, then kept current through a live valuation feed.
Every loan, fixed and variable, with balance, repayment schedule, fixed-rate expiry and amortisation. You are alerted when market rates fall below your current rate.
Equity built from live market value and principal paydown, and a flag on each property that has equity available for the next purchase or a refinance.
Income and expenses logged against ATO categories. Recurring items such as council rates, strata and management fees are matched and categorised from the description.
Drop in a renewal PDF and the insurer, policy number, premium, sum insured and renewal date are filled in, then rolled up into a portfolio-wide insurance view.
Rental yield, net cash flow and cash-on-cash return per property. At year end, one report summarises income, expenses, depreciation and loan interest to send to your accountant.
Leases, contracts, insurance certificates, inspection reports and tax records stored together, ready for the next deal.
Lease agreements, tenancy reviews and renewal dates tracked with automatic reminders.
Taken from a live CapitalVue Portfolio account, with addresses and lender names removed.
Total assets less total debt across the portfolio, with offset balances applied, gain against acquisition cost including stamp duty, and the history of both over time. Exportable for your accountant or lender.
Balance, rate, repayment, term and fixed-rate expiry for each loan, with the weighted average rate set against the current market rate. Loans sitting above market are flagged so the refinance conversation happens when it is worth having.
Live market value, net wealth and loan-to-value ratio, with an equity and debt chart you can scrub year by year. Loans, valuation history, transactions, depreciation, documents, cash flow and rent history sit one tab away.
Screens are from one private portfolio, shown to illustrate the platform. They are not client purchase results and do not indicate future performance. The equity and debt chart projects forward from assumptions entered in the platform; it is not a forecast.
Every client works in a secure client portal during the search. Once you buy, CapitalVue Portfolio takes over.
Your brief, shortlist, offers and contract stages in one place, with identity and AML checks completed inside it.
The property moves into your portfolio so you can track its performance, alongside anything else you own.
CapitalVue Portfolio provides information only. Market values are automated estimates updated from a third-party data feed and may differ from a sale price or a lender's valuation. Rate alerts and equity flags are not credit advice; speak with a licensed credit provider or broker before changing a loan. EOFY reports are a summary for your accountant and are not tax advice. The insurance view records your policies and is not insurance advice.
Tell us where you are at and we will tell you what we would look at next. You will hang up with a plan, not more questions.