How can I track my portfolio’s financial performance

This Article is an Overview of New Features Included on Owner's Portal Version 2.0 - Released March 2019

We’re excited to announce some key improvements to our Financials Section, which is accessible through your Owner Portal. We love hearing your feedback as it helps us prioritize features like the ones listed below.

VIDEO TUTORIAL

Final Financials V2 Vid

FINANCIALS SECTION UPGRADE

AT A GLANCE

Your entire portoflio's performance, at a glance.


Quickly see profit and expenses for your entire portfolio. In the first column, you can view your expenses and income within a date range of your choosing. The second column displays your lifetime performance with Great Jones so that you’ll always have a benchmark for comparison.

ViewWholePortfolio

DETAILS MATTER

Drill down from the Portfolio level → Property level → Unit level →  Transaction level

See where your money is going, in detail, across your entire portfolio. You can also click onto any underlined category in the table to see the exact transactions in that category and date range.

Click "See Breakdown" to view detailed income and expenses for each property or unit you own.

Drilldown

PERFORMANCE

Identify your top performing units at any given time period.

View occupancy statuses and examine each property more closely, including individual units, to easily identify your best performing homes. 

IdentifyTopPerforming

PRINT SUMMARIES

Print full length portfolio summaries from your portal whenever you want… just in time for tax season!

PrintSummaries

See below for previous releases:

For a broader financials overview see below:

For a full Owner Portal Walkthrough see below: