Use The "Manage Collaborators" Feature to Set Percentages

If you're an investor in a particular Property or larger Portfolio, or you have partners, you can configure Stessa to show numbers and metrics based on your percentage ownership of the investment.

Navigate to Settings > Portfolios and then add as many Portfolios as there are different ownership structures. Then drag and drop your Properties into the appropriate Portfolio buckets.

For each Portfolio for which you own less than 100%, click the small gear icon in the upper right corner of the Portfolio card (not the gear icon on the Property card). Select "Manage Collaborators." Then click the small dash or the percentage under "Percent Ownership" and enter the correct number.

Now when you return to your Portfolio Overview, you'll see a toggle towards the upper right corner of the screen. Use this to switch the dashboard view from 100% (off/white) to revised numbers that reflect your partial ownership (on/blue).
 

 

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