The Problem
Challenges real estate investors face with their finances
- Your net worth is scattered across properties, mortgages, brokerage accounts, and cash — and no single tool shows you the total
- Rental income hits different bank accounts and gets tangled up with personal transactions
- Figuring out equity growth across multiple properties means pulling out the calculator every time
- Your stock portfolio, REITs, and crypto are completely disconnected from your real estate holdings
- Understanding cash flow across rental properties, mortgages, and investments without spreadsheets? Nearly impossible
How Clarity Helps
Specific solutions for real estate investors
Problem: Fragmented net worth
Connect your bank accounts, mortgages, and brokerages. Add property values manually. Your total net worth — real estate equity plus financial assets — is one number on one screen.
Problem: Mixed rental income
Automatic bank sync with smart categorization separates rental income from personal transactions. No manual sorting required.
Problem: Manual equity calculations
Your connected mortgage accounts show real-time balances. Equity updates automatically as you pay down principal.
Problem: Siloed investment portfolio
Stocks, REITs, ETFs, and crypto tracked right alongside your real estate holdings. See your full asset allocation in one view.
Key Features
Net Worth Dashboard
Real estate equity, investments, cash, and liabilities — one consolidated view.
Mortgage Tracking
Connected mortgage accounts auto-update balances so you can watch equity grow over time.
Income & Expense Tracking
Categorize rental income and property expenses across all your connected bank accounts.
Investment Portfolio
Stocks, REITs, ETFs, and crypto sitting right next to your real estate holdings.
Real-World Use Cases
See your total net worth across 4 rental properties, 2 brokerage accounts, and crypto holdings
Track rental income and expenses per property by categorizing your bank transactions
Watch mortgage paydown progress and equity growth across all your properties
Get a clear view of your overall allocation between real estate, equities, and cash reserves
Best entry points in Clarity
Start with the surfaces that best match this use case, then connect them back to your actual accounts, holdings, and planning decisions.
Best-fit workflows
Start with these tools
“I own 6 rental units plus investments in REITs and index funds. Clarity is the first thing that shows me everything together — my actual net worth, not just bits and pieces of it.”
Robert C.
Real estate investor, 6 properties
Frequently Asked Questions
Can Clarity track property values?
You can add manual asset entries for properties with your own valuations. Connected mortgage accounts track loan balances automatically, so equity = your value minus the mortgage balance.
Does Clarity connect to mortgage accounts?
Yes. Most major mortgage servicers are available through Plaid. Your balance updates automatically, and payments show up categorized in your transaction feed.
Can I track rental income separately?
Use the categorization system to tag rental income transactions. Then filter reports by category to see rental income and expenses apart from personal finances.
Does Clarity support REIT tracking?
Yes. REITs in your brokerage accounts sync automatically with real-time pricing, dividend tracking, and cost basis calculation.