> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> Properties and units, plus leases, insurance, taxes, systems, and loans.

Portfolio is the property list for Manage. Open it from **Portfolio** in the Manage sidebar. Each property is a row you can edit in place. Units sit under the property.

<Info>
  **Key things to know**

  * Tabs are **General**, **Leases**, **Insurance**, **Taxes**, **Systems**, and **Loans**.
  * Edits stay on the page while you switch tabs or the property filter. Save or cancel before you leave. Drafts are not kept after you close the page.
  * **Archive selected** removes properties from the active portfolio. **Delete Unit** removes a unit.
  * Occupancy and current rent on the financial views come from the lease records.
</Info>

Use the property filter to see the whole portfolio or one address. **+ Add Property** and **Import** sit on this page too. See [Getting properties in](/manage/getting-properties-in) and [Import](/manage/import).

## General

The **General** tab is the property and each unit.

| Column | What you keep there |
| - | - |
| **Address** and **Unit** | The holding and each unit under it. |
| **Beds**, **Baths**, **Sq Ft** | Specs. Unit rows can differ from the property. |
| **Purchase Price** and **Purchase Date** | What you paid, and when. These feed acquisition on Financials after you confirm related buying cost. |
| Notes | A note dialog on the row. In full screen, the dialog stays on top. Escape closes the note before it exits full screen. |

Select the checkbox on General rows, then **Archive selected**. One property uses **Archive property**. The confirm dialog names the address or the count. If some of a bulk archive fail, the failed rows stay selected so you can retry.

<Warning>
  Archiving takes the property out of the active portfolio. It does not delete the Buy deal it was moved from, and it does not delete Documents on its own. Confirm you are archiving the managed property you intend.
</Warning>

Open a property card for the full workspace, including contacts and the **Documents** section on the **Info** tab. Contacts already linked to the original Buy deal appear here, along with contacts you add in Manage. See [Moving from Buy](/manage/moving-from-buy).

## Operating records

You can type a record or upload a document and review the extracted values before they are saved. If reading the file fails, the file stays attached. Enter the fields yourself or retry the upload. Nothing is saved until you accept the review.

<Tabs>
  <Tab title="Leases">
    Tenant, rent, start, end, and whether the unit is occupied. This is the source for **Missing Rent**, **Vacant Units**, **Lease Expiring**, occupancy, and expected rent. A unit with no active lease, or not marked occupied, shows up as vacant.
  </Tab>

  <Tab title="Insurance">
    Carrier, premium, and expiration. Attach a carrier contact. The contact name opens Messages in a new tab and does not send a message. Policies expiring within 30 days become **Insurance Expiring**.
  </Tab>

  <Tab title="Taxes">
    Amount and due date. Unpaid taxes due within 30 days become **Tax Due**. Recording the bill here is not the same as recording the payment on Financials.
  </Tab>

  <Tab title="Systems">
    Roof, HVAC, water heater, and similar items, with an expected end of life. Items at that date, or within 1 year of it, become **Systems Life**. A warranty contact opens Messages the same way a carrier does.
  </Tab>
</Tabs>

### Add a lease from a file

<Steps>
  <Step title="Open Leases">
    Select the property if you do not want the whole portfolio in the table.
  </Step>

  <Step title="Upload">
    Use **Upload** on the row, or **Import > Upload property document** and choose **Lease** plus the unit.
  </Step>

  <Step title="Review">
    Check tenant, rent, and dates. Correct anything the file read wrong.
  </Step>

  <Step title="Save">
    Saved lease fields drive the Dashboard. If the read failed, the file remains and you can type the lease or retry.
  </Step>
</Steps>

The same review pattern is used for **Insurance policy**, **Property tax**, and **System or warranty**.

## Loans

The **Loans** tab lists financing on the property. You can open the property's Financing editor from here. Wait until the calculator settings finish loading, then save. Saving refreshes the managed loans. Loan types include conventional, FHA, VA, DSCR, hard money, seller financing, and others you already use on the deal calculator.

<Steps>
  <Step title="Edit payment day">
    Open **Edit payment day** on the loan. The schedule is what debt service and Dashboard reminders use. A blank day uses the loan start day. Days 29-31 use the last day of a shorter month. Saving the day does not record a payment.
  </Step>

  <Step title="Record a payment you already made">
    Use **Record loan payment** from the loan or from a **Loan Payments** item on the Dashboard. This does not send money. The installment month can differ from the date you paid, so an early or late payment can settle the right month. A partial payment reduces what is still due.
  </Step>
</Steps>

Loans can have a lender contact and a servicing contact. Either name opens that Messages thread in a new tab.

You can also open the amortization schedule from the loan row.

## Tables, drafts, and errors

**Full screen** expands the table and keeps what you have typed. Switch tabs or change the property filter and unsaved cell edits remain, as long as you stay on Portfolio. Leave the page, or refresh, and unsaved drafts are gone. Save or cancel first.

If the list fails to load, you get an error with a retry. The page does not pretend the portfolio is empty.

<AccordionGroup>
  <Accordion title="I edited a cell and it disappeared">
    Drafts last only while Portfolio stays open. A refresh, a closed tab, or leaving Manage drops them. Save the row before you switch zones.
  </Accordion>

  <Accordion title="Delete Unit versus Archive property">
    **Delete Unit** removes that unit. **Archive property** takes the whole managed property out of the active list. The row menu uses the label that matches what you selected.
  </Accordion>

  <Accordion title="Occupancy does not match the tenant I know is there">
    Occupancy is calculated from the lease, not from a note on General. Add or extend the lease, set the rent, and mark the unit occupied.
  </Accordion>

  <Accordion title="Changing purchase price on the card asked me to confirm">
    Managed property-card changes to purchase details, the rehab budget, and calculator settings ask before they update Financials. The rehab budget is still a plan until you record payments. See [Financials](/manage/financials).
  </Accordion>
</AccordionGroup>

<Note>
  Purchase price, rehab budget, and calculator changes on a managed property card ask you to confirm before they update Financials. A rehab budget does not create an expense until you record a payment.
</Note>


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