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Add / Delete Properties and Manage Portfolios
Add / Delete Properties and Manage Portfolios

Stessa Pro subscribers can use Portfolios to consolidate dashboards and manage Collaborators.

Victor Perez avatar
Written by Victor Perez
Updated this week

How to Add A New Property

Adding a new Property to your existing Stessa account is easy. Just click Properties in the left navigation bar, locate the Portfolio you wish to add a new property to, and click on the three-dot kebab menu button. Then click "+ Add another property."

Then, start typing the new property address and select the match from the results list.

Organize Your Properties into Portfolios

Organize Your Investment Properties into Portfolios for Better Management

To maximize your experience with Stessa and streamline the management of your investment properties, we recommend organizing your properties into logical portfolios. This not only helps in managing your dashboards more effectively but also simplifies sharing data with partners and investors.

Benefits of Organizing Portfolios:

  • Enhanced Dashboard Management: Keep your properties organized and easily accessible.

  • Efficient Data Sharing: Share relevant data with partners and investors without overwhelming them with unnecessary information.

  • Customized Collaboration: Set specific access levels for different collaborators based on portfolio.

Getting Started:

  1. Default Portfolio: Stessa automatically assigns you a default portfolio.

  2. Adding New Portfolios:

    • If you're a Stessa Pro subscriber, click on "+ Add a portfolio" at the bottom of the Properties page.

    • Edit the portfolio title by clicking on the three dot menu and selecting "Edit portfolio name".

    • Add properties to your new portfolio by dragging and dropping them from your list. Click on the small grid to the left of the property’s thumbnail photo to grab it.

  3. Inviting Collaborators:

    • Go to Portfolios> Three-dot kebab menu>Manage Collaborators> +Add a collaborator.

    • Enter the collaborator's email and they will receive an invitation to access the portfolio.

Stessa Pro vs. Stessa Essentials:

  • Stessa Pro: Add unlimited portfolios and enjoy advanced features.

  • Stessa Essentials: Limited to one portfolio. Consider upgrading to Pro for greater flexibility and functionality.

Need Help?
If you have any questions or need assistance setting up your portfolios, please don’t hesitate to contact our support team. We’re here to help you make the most out of your Stessa experience!
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Portfolio Dashboards

If you have multiple Portfolios, you'll notice that clicking on "Dashboard" at the top of the left navigation bar takes you to a Dashboard that rolls up all Properties in all Portfolios into a single view. This is a great way to get a feel for what's happening across the entirety of your holdings.

To drill down, you can see Dashboards for each Portfolio by using the All properties dropdown menu.


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How to Delete A Property

To permanently remove a Property from your Stessa account, navigate to the Properties page, hover your cursor over the Property to delete, and then click the small kebab menu (three dots) can at the far right of the Property you'd like to remove. You'll be asked to type the word "DELETE" to confirm this action, you may need to scroll to manually enter "DELETE". Keep in mind that when you delete a Property, we also delete all transaction data associated with that property, so only proceed with this step if you're 100% sure you won't need to access the data in the future.

If you've simply sold a property, just designate it as "sold."
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Have More Questions About Properties or Portfolios?

Use the blue circle icon at the lower right to drop us a quick note. We'll get back to you shortly.

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