Property portfolio strategy modelling, not just tracking.
Portfolio Foundations helps buyer’s agents and serious investors model strategy scenarios, compare portfolio paths and create clear reports based on assumptions entered.
Built for Australian buyer's agencies and investors. No call required for private beta access.
Modelled equity — 10 yr
Strategy moves
+ Add moveModelled planning estimate based on assumptions entered.
Strategy Snapshot
Portfolio Strategy Review
Client-ready report · modelled estimates
Equity
$693k est.
LVR
63.3% est.
Cash flow
−$214/wk est.
- Extend IO terms — confirm with broker or lender
- Possible CGT treatment — confirm with accountant
Modelled planning estimates based on assumptions entered. Not financial, tax, legal, credit or lending advice.
Two ways in
Built for the people doing the strategic thinking
Buyer’s agencies
Buyer's agencies can request private beta access to test Portfolio Foundations with sample or client-style portfolios.
- Client strategy sessions and annual reviews
- Current path vs strategy path comparisons
- Client-ready Strategy Snapshot reports
- Private beta access for 5 Australian buyer's agencies
Serious investors
Model your own portfolio, compare strategy scenarios and understand the modelled trade-offs before you act.
- Portfolio position and modelled projections
- Buy, sell, renovate, refinance, PPOR and IO scenarios
- Saved scenarios and side-by-side comparison
- Portfolio Foundations Pro for experienced investors — planned
The workflow
Model the move. Compare the impact. Export the report.
Where is the portfolio today, what is it likely to do over time, and what could be worth considering next — modelled, not guessed.
Model strategy scenarios
Add strategy moves — buy, sell, renovate, refinance, extend interest-only or buy a PPOR — and see the estimated impact on debt, equity, LVR and cash flow.
Compare portfolio paths
Save multiple strategy scenarios and compare current path vs strategy path side-by-side before deciding what to discuss further.
Create clear reports
Turn the modelling into a Strategy Snapshot — a clean, client-ready report with assumptions, modelled impacts and planning notes.
The Strategy Snapshot
A clearer takeaway than a spreadsheet ever was.
Every strategy conversation can end with a client-ready report: the assumptions, the modelled strategy path, the estimated impact and the questions to confirm with a broker, lender or accountant.
- Current portfolio position
- Strategy moves being modelled
- Current path vs strategy path
- Estimated debt, equity, LVR and cash-flow impact
- Planning notes and questions to confirm
Strategy Snapshot
Buy again vs wait — modelled comparison
Prepared June 2026 · Scenario A vs B
Equity · 10 yr (wait)
$946k est.
Equity · 10 yr (buy FY27)
$1.28m est.
Cash flow / wk
−$146 est.
LVR · 10 yr
58% est.
- Serviceability and loan structure — confirm with broker or lender
- Buying power figures are planning assumptions, not lending approval
Modelled planning estimates based on assumptions entered. Not financial, tax, legal, credit or lending advice.
Built for planning conversations, not advice.
Portfolio Foundations produces modelled planning estimates based on assumptions entered. It does not provide financial, tax, legal, credit or lending advice. Confirm relevant matters with your accountant, broker, lender or licensed adviser where relevant.
Ready to model the next move?
Buyer's agencies can request private beta access to test Portfolio Foundations with sample or client-style portfolios.
Now inviting 5 Australian buyer's agencies. No call required.