How to Add A New Property
Click Properties in the left navigation bar.
Locate the Portfolio where you want to add a property.
Click the three-dot menu (⋮) next to the portfolio name.
Select "Add another property.”
Start typing the property address and select the correct match from the list
Organize Your Properties into Portfolios
Organizing your properties into Portfolios helps streamline management, reporting, and collaboration.
Benefits of Portfolios:
Enhanced Dashboard Management: Easily segment and review performance.
Efficient Data Sharing: Share only relevant data with specific partners or investors.
Customized Collaboration: Set different access levels for each portfolio.
Managing Portfolios
Every account starts with one default portfolio. With a pro subscription, you can add addition portfolios and invite collaborators.
Add New Portfolios (Stessa Pro):
Scroll to the bottom of the Properties page and click “+ Add a portfolio.” This will create a new portfolio names "New Portfolio"
Use the three-dot menu (⋮) to rename it via “Edit portfolio name.”
Add properties by dragging them into the new portfolio using the grid icon next to the property image.
Invite Collaborators (Stessa Pro Only)
Go to your Properties page.
Click the three-dot menu (⋮) next to the portfolio name.
Choose “Manage Collaborators.”
Click “+ Add a collaborator,” enter their email, and send the invite.
Stessa Pro vs. Essentials
Feature | Stessa Essentials | Stessa Pro |
Number of Portfolios | 1 | Unlimited |
Collaborator Access | No | Yes |
Advanced Features | No | Yes |
Upgrade to Stessa Pro for more control and flexibility over how you manage properties and work with partners.
Portfolio Dashboards
Clicking Dashboard in the left navigation takes you to a combined view of all portfolios.
To drill down, use the “All properties” dropdown to select a specific portfolio dashboard
