Portfoliq
Recommendations Engine

Know exactly what to do next

Analyzes every property across six key categories, surfacing opportunities you might miss. Every recommendation shows exactly why it was made.

Portfoliq Recommendations

4 Active Recommendations

HighMedLow

Refinance 88 Pine Ave

Debt

Current rate 6.2% is 1.4% above market. Savings: $340/mo

$4,080/yrView details →

Adjust rent at 142 Oak St

Rent

Current rent $1,850 is 8% below market comp avg of $2,010

$1,920/yrView details →

HVAC replacement at 305 Market

CapEx

Unit is 18 years old (avg lifespan 15-20). FCI rising.

Risk mitigationView details →

Evaluate selling 17 Harbor Ln

Sell

Health score 65, negative cash flow trend for 3 quarters.

$620K equityView details →

Six Analysis Categories

Six Analysis Categories

Comprehensive coverage across debt optimization, rent optimization, expense reduction, CapEx planning, hold/sell analysis, and market positioning.

Transparent Reasoning

Transparent Reasoning

Every recommendation shows its work. See the exact inputs, formula applied, and threshold that triggered the insight. No black boxes.

Priority Scoring

Priority Scoring

Recommendations are ranked by potential impact and urgency. Know which actions will move the needle most.

AI Narratives

AI Narratives

Claude AI transforms complex analysis into clear, professional language. Perfect for stakeholder communication.

Action Tracking

Action Tracking

Mark recommendations as in-progress, completed, or dismissed. Track implementation and measure results.

Historical Context

Historical Context

See how recommendations evolve over time. Previous suggestions and their outcomes inform future insights.

See Recommendations Engine in action

1

Review Your Recommendations

See all active recommendations sorted by priority. Each card shows the category, potential impact, and a brief summary.

Step 1
1

Review Your Recommendations

2

Understand the Reasoning

Expand any recommendation to see the full analysis. Inputs, thresholds, and calculations are fully transparent.

Step 2
2

Understand the Reasoning

3

Read AI-Generated Narrative

Get the recommendation explained in plain language. Perfect for sharing with partners or stakeholders who prefer prose over numbers.

Step 3
3

Read AI-Generated Narrative

When to use Recommendations Engine

Real scenarios where Recommendations Engine delivers value

When evaluating refinancing opportunities

The engine identifies properties where current debt terms are suboptimal compared to available market rates and your portfolio strategy.

Outcome: Surface refinancing opportunities that could save thousands per year in interest.

When planning rent increases

Analysis considers market rates, lease terms, tenant history, and property condition to recommend appropriate adjustments.

Outcome: Optimize rental income while maintaining occupancy and tenant relationships.

When reducing operating expenses

Compare expense ratios across properties and against market benchmarks. Identify specific categories where spending is above normal.

Outcome: Find expense reduction opportunities without sacrificing property quality.

When deciding hold versus sell

Holistic analysis considers current market conditions, property trajectory, and portfolio composition.

Outcome: Make informed disposition decisions backed by comprehensive analysis.

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