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Property portfolio management

Your property portfolio, kept up to date everywhere

Properties, rent, loans, expenses, and documents: multiple countries, multiple currencies, one clear record — on the web and on Android.

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

Patrimo dashboard: totals by currency, month’s rent, and upcoming instalments

Three steps, and the portfolio runs itself

  1. Create your portfolio

    One account, one portfolio, and the people you invite to manage it with you.

  2. Add your properties and leases

    Each property holds its country, its currency, its units, its tenants, and its loans.

  3. Track rent, loans, and documents

    Expected rents compute automatically, schedules recalculate, and documents stay filed with each property.

Everything a portfolio needs, in one place

Six sections, the ones you reopen every month when you own or rent out property.

Multiple countries, multiple currencies

Euros and CFA francs live side by side without mixing: each total stays in its currency, with an indicative equivalent.
Multiple countries, multiple currencies

Rent, month by month

A grid per property and an overall view: collected, partial, missing, and for how many days.
Rent, month by month

Loans and remaining balances

Monthly instalment, insurance, rate, term, phased loans: the schedule recalculates from every recorded balance.
Loans and remaining balances

Documents and photos, filed with the property

Deeds, surveys, insurance, receipts, renovation photos: everything is organized by property and category.
Documents and photos, filed with the property

Tax filing guide

For Germany, France, and Cameroon: where to report what, directly from your numbers.
Tax filing guide

A backup on your Google Drive

On demand, your files are copied, property by property, to a folder on your Drive. You can stop everything in one click.
A backup on your Google Drive
Euro and CFA franc

Two currencies, never mixed

A portfolio split between Europe and Central Africa cannot be reduced to a single total. Patrimo keeps a separate column for each currency and never adds euros to francs.

The peg has been fixed since 1999 — 655.957 CFA francs to 1 € — so the displayed equivalent is only a reference.

Example€12,450.00
Example8,165,000 FCFA

On your phone, just like on your desktop

Install Patrimo from your browser in three steps, or from the Android package. Pages you have opened remain readable without a network connection.

See how to install
Patrimo on a phone: the dashboard

Your data, and nothing else

Hosted in Germany

On Hetzner servers, in Europe.

Isolated by portfolio

Each portfolio is isolated at database level: members only see their own.

Encrypted cloud tokens

Access to your Drive is encrypted at rest and revocable at any time.

Your files remain yours

Download your documents whenever you want; the Drive backup lives in your own storage.

Start with your first property

The account is free, and the first portfolio is created at the same time.

Create my account