Portfolio Operations

Turn a winning bid into a tracked investment automatically

Every certificate or deed you win moves straight from your bid pipeline into your portfolio — no re-entering the parcel, the county, or the numbers. Track accrued interest, redemption deadlines and outcomes across 636 jurisdictions in one dashboard.

What the portfolio tracker does

Accrued returns, calculated live

Every certificate shows accrued interest calculated from your purchase amount, interest rate and purchase date — updated every time you open it, not just at redemption.

Redemption deadline tracking

See exactly how many days remain before a redemption deadline, with certificates inside 30 days flagged so nothing lapses unnoticed.

Deal-stage pipeline

Move a saved property through New → Reviewing → Qualified → No Bid → Bid Submitted → Won → Lost — the same seven stages from first look to final outcome, so your pipeline and your portfolio are the same system.

Import existing records

Bring in certificates you already hold from a spreadsheet instead of re-entering everything by hand.

Documents & source links

Keep the certificate, source URL and notes attached to the record instead of scattered across email and files.

Portfolio totals

See total accrued earnings and urgent-deadline count across your whole portfolio at a glance, not certificate-by-certificate.

Seven stages, one pipeline

A saved property moves through the same stages whether it's still a candidate or already a certificate you own:

NewReviewingQualifiedNo BidBid SubmittedWonLost

What's included by plan

Free
Track up to 3 certificates, full deal-stage pipeline.
Pro
Track up to 25 certificates, 25 saved properties, redemption-deadline alerts.
Unlimited
Unlimited certificates and saved properties, plus API access to pull your own data out.

Educational and operational information only — not legal, tax, or investment advice. Accrued-return figures are calculated from the purchase details you enter and are estimates, not guarantees. Always confirm redemption deadlines and procedures with the administering authority.