Every property, one record, always current.
Purchase price, insurance, mortgage, and estimated value all live on the property itself, with a map cover card and a Consolidated view across your whole portfolio.
- rentals on Starter, no limit on Pro
- 3
- market valuation per property a day on Pro (every 30 days on Starter)
- 1
- steps from an address to a fully configured property
- 6
- ways to track a mortgage balance: computed, or live from your servicer
- 2
The acquisition record that feeds everything else
Purchase price, down payment, and closing costs set the depreciable basis and the cash you've actually got invested, not just the sticker price.
- Purchase price, down payment, and closing costs, split by type
- Land value excluded automatically so only the building depreciates
- Acquisition date doubles as the IRS placed-in-service date
- Tax form set per property: Schedule E or Form 8825
Every property's numbers, side by side
See revenue, expenses, and NOI for every property in one sortable table, each with a live health score and a 12-month trend.
- Sort the whole portfolio by NOI, highest or lowest first
- A 12-month NOI trend for every property
- A live health score for every property (Pro)
- Revenue and expenses computed automatically as transactions land
- One portfolio total, always visible alongside the individual rows
One portfolio view when you want it
Group properties under the same label and they roll up into a Consolidated view, computed fresh every time, not a second set of books to maintain.
- Group any properties under one label to roll them up together
- The Consolidated view is computed at query time, never a stored copy
- Every report, chart, and export can filter to one property or the whole group
- Renaming a property carries its history with it, nothing re-keyed by hand
Grows with your portfolio, Starter or Pro
Three rentals is plenty to try the whole workflow; any number of rentals (Pro) and a live mortgage servicer connection (Pro) are there when your portfolio outgrows it.
- Up to 3 rentals on Starter, any number on Pro
- Live mortgage servicer connection keeps equity current automatically (Pro)
- Higher market-valuation limits on Pro for larger portfolios
- Every plan gets the full depreciation estimate, not a stripped-down version
What you get
Acquisition basis tracking
purchase price, closing costs, land excluded
Depreciation estimate
Schedule E and Form 8825, included on every plan
Market value refresh
a real map cover and an estimated value on request
Insurance & renewal tracking
carrier, premium, and policy dates
Consolidated portfolio rollup
group properties, see one total
Live mortgage servicer connectionPro
equity stays current automatically
Any number of rentalsPro
Starter includes 3
Frequently asked questions
How many rentals can I add on Starter?
Three rental properties. Management and overhead entities don't count against that limit. Upgrade to Pro for any number of rentals.
Does the estimated value update on its own?
You refresh it on request, not on a schedule. Pro gets one market valuation per property a day, and Starter gets one per property every 30 days. Values don't move intraday, so a second pull the same day would only repeat the first.
What is the Consolidated view?
Group any properties under the same label and Keystone IQ rolls them up into one Consolidated view, computed fresh from the same underlying numbers every time you look. It's for portfolios split across multiple LLCs that still want one picture of the whole thing.
Where does the equity number on a property card come from?
Computed from your recorded mortgage by default. On Pro, you can connect the mortgage servicer directly so the balance -- and the equity figure -- updates automatically instead of following the amortization schedule.
Can I change a property's tax form later?
Yes, from the property's Tax step. Schedule E and Form 8825 route to different depreciation and export line placements, so changing it updates every report and export that reads from that property going forward.
See your whole portfolio in one place.
Acquisition basis, value, equity, and a Consolidated view across every property you own. Get started free to set your portfolio up.
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