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portfolio-tracker

Track real estate portfolio performance, equity, financing, and tax implications.

1|Updated Feb 27, 2026

Search Tags:#tax preparation #portfolio management #investment analysis #financial reporting #real estate #equity tracking #refinance analysis

Ready to run

npx skills add https://github.com/linuxphile/rei-agent --skill portfolio-tracker-linuxphile

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-tracker
Source: https://github.com/linuxphile/rei-agent/tree/main/plugins/rei/skills/portfolio-tracker
Command: npx skills add https://github.com/linuxphile/rei-agent --skill portfolio-tracker-linuxphile

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides comprehensive tools for tracking, analyzing, and optimizing a real estate investment portfolio, helping investors understand performance, manage equity, and plan for taxes.

Core Features & Use Cases

Portfolio Overview: Generate a snapshot of key portfolio metrics like total value, equity, debt, and cash flow.
Property-Level Reporting: View detailed performance tables for individual properties, comparing actuals against pro forma.
Equity Management: Analyze equity positions, identify refinance opportunities, and track return on equity.
Tax Preparation: Generate summaries for Schedule E, depreciation schedules, and 1031 exchange planning.
Risk Analysis: Assess geographic concentration and perform cash flow stress tests.

Quick Start

Provide a summary of my current real estate portfolio performance.

Frequently Asked Questions about portfolio-tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I track real estate portfolio performance and equity across multiple properties?▼

Track real estate portfolio performance by analyzing property records and monthly actuals to calculate total value, equity, debt, and cash flow. The system requires data models for property records to generate actionable insights and portfolio snapshots.

Can I generate tax preparation summaries like Schedule E and depreciation schedules for my rental properties?▼

Generate tax preparation summaries for Schedule E and depreciation schedules directly from your real estate portfolio data. The Skill supports tax implication tracking and 1031 exchange planning to help investors manage their property tax liabilities.

How do I analyze refinance opportunities and return on equity for real estate investments?▼

Analyze refinance opportunities by tracking equity positions and calculating return on equity for your real estate investments. The Skill evaluates financing metrics within your portfolio to identify optimal refinance timing and equity management strategies.

What data do I need to perform cash flow stress tests and geographic risk analysis on my real estate portfolio?▼

Perform cash flow stress tests and geographic risk analysis by providing data models for property records and monthly actuals. These inputs allow the Skill to assess geographic concentration and evaluate portfolio risk under stressed financial scenarios.

How do I compare actual property performance against pro forma estimates?▼

Compare actual property performance against pro forma estimates by generating property-level reporting tables. The Skill evaluates monthly actuals alongside initial financial projections to highlight variances in individual real estate asset performance.

What is the best way to manage the lifecycle of a real estate investment from acquisition to disposition?▼

Manage the real estate investment lifecycle from acquisition to disposition by tracking property performance, equity, and financing metrics. The Skill supports detailed reporting and risk analysis throughout the entire holding period to optimize exit strategies.