How to Add a New Property
Click Properties in the left navigation bar.
Find 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.
For more detail, including what to do if an address isn’t found, see Adding Your Properties.
Organize Your Properties into Portfolios
Organizing your properties into portfolios helps streamline management, reporting, and collaboration.
Benefits of Portfolios
Better 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, and you can invite collaborators to it on any plan. With a Pro subscription, you can add more portfolios.
Add New Portfolios (Stessa Pro)
Scroll to the bottom of the Properties page and click + Add a portfolio. This creates a new portfolio named "New Portfolio."
Use the three-dot menu (⋮) to rename it with Edit portfolio name.
Add properties by dragging them into the new portfolio using the grid icon next to the property image.
Invite Collaborators
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.
For permission levels and more, see The Power of Portfolio Collaborators.
Stessa Pro vs. Essentials
Feature | Stessa Essentials | Stessa Pro |
Number of Portfolios | 1 | Unlimited |
Collaborator Access | Yes | 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
Click Dashboard in the left navigation to see a combined view of all portfolios.
To drill down, use the All properties dropdown to select a specific portfolio dashboard.
