Property portfolio management

Your property portfolio, everywhere

Properties, loans, rent and expenses: several countries, several currencies, one file kept up to date.

Free, no card required: your first portfolio is created along with your account.

What Patrimo keeps up to date for you

Four sections, and no more: the ones you reopen every month when you own or manage a handful of properties.

  • Several countries, several currencies

    Every property carries its country and its currency, euro or CFA franc. Totals stay separate, currency by currency: nothing is converted behind your back.
  • Rent, month by month

    One grid per property and one across them all: what came in, what is missing, and since when. Rent reviews follow the lease rather than a frozen amount.
  • Loans and what is still owed

    Instalment, insurance, rate, term: the schedule is recomputed from each outstanding balance you record, early repayments included.
  • Documents and photos, filed with the property

    Deed, surveys, insurance policy, expense receipts, site photos: every item stays attached to the property it belongs to.
Euro and CFA franc

Two currencies, never mixed

A portfolio split between Europe and Central Africa does not boil down to a single total. Patrimo keeps each currency's books apart, and only shows a euro equivalent as an indication.

The peg has been fixed since 1999 — 655.957 CFA francs to 1 € — so the conversion shown is never a market estimate. The amounts you enter stay in their own currency.

Install Patrimo on your phone

The app installs from your browser in three steps, or from the Android file we publish. Either way, the public pages stay readable with no network at all.

See how to install