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How to Track Returns

Monitor your portfolio, view dividend history, and understand your performance across all properties.

Overview

Your allocatte portfolio shows all your property investments in one place. You can track total value, dividend income, capital gains, and historical performance. Returns come in two forms: rental dividends (monthly) and capital appreciation (when property values rise).

What You Can Track

Portfolio Value

Total market value of all your shares based on current property valuations.

Dividend Income

Monthly rental income distributed to you proportional to your share ownership.

Capital Appreciation

Change in property value since purchase. Realised when you sell shares.

Total Return

Combined dividends and appreciation as a percentage of your invested amount.

Step-by-Step Guide

1

Open Your Portfolio

Log in and go to Portfolio in the dashboard. You'll see a summary of your total investment value and each property holding.

2

View Property Breakdown

Click any property to see your share count, current value, purchase date, and accumulated dividends from that property.

3

Check Dividend History

Dividends are paid monthly. View past payments in Transactions or the dividend history section. Each entry shows the date, amount, and which property it came from.

4

Download Statements

Export your portfolio and transaction history for tax or record-keeping. Statements are available in the profile or transactions section.

💡 Tips

  • • Dividends are typically paid around the same date each month
  • • Portfolio valuations update when property appraisals are done
  • • Unrealised gains show until you sell; they can fluctuate with the market
  • • Keep records for tax – we can provide annual summaries
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