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Changelog
What's New
ROE Engine is continuously improving. Here's a timeline of the features, enhancements, and fixes we've shipped to help you manage your portfolio more effectively.
September 2026
Documents and receipts
New Feature- Every property now has a Documents tab for leases, insurance, inspections and other papers, and any transaction can carry its receipts. Files are private to your account, and Undo brings back a document you delete by mistake.
September 2026
Tax worksheet: sold properties, loan-only properties and your share
Improvement- The Schedule E worksheet and the CPA package now include a property you sold or archived when it has activity in the year, list a property whose only activity was loan interest, and show your share of the result when you own part of a property. Marking a property as sold now asks for the sale date, which sets where interest and depreciation stop.
September 2026
Recurring transactions that add themselves
New Feature- Set up a recurring transaction once and ROE Engine adds each entry when its date arrives, until you turn it off. No end date needed. Manage them on a property's Financials tab, under Transactions.
September 2026
CPA package export
New Feature- From the Tax Report's Schedule E tab, download a PDF for your CPA: each property's Schedule E worksheet with mortgage interest, the transactions behind every line, and which owner statements the year covers. Depreciation and owner draws are left out on purpose.
September 2026
Owner draws by property
New Feature- The P&L Report has a new Owner draws tab: what each property's manager paid out to you, and what you paid in, by year and month, read from your committed owner statements. These amounts stay out of your P&L and your tax worksheet.
September 2026
Mortgage interest on your Schedule E worksheet
New Feature- The Schedule E worksheet now estimates each property's mortgage interest from your loan records, including refinances and blanket loans. Enter the amount from your lender's Form 1098 and it replaces the estimate.
September 2026
Rentvine statements are read exactly
New Feature- Owner statements from Rentvine are now parsed directly, line by line, and reconciled to the statement's own totals, the same way AppFolio statements are.
- Each line is categorized from the account name the statement prints, and owner distributions stay out of the P&L.
- Other statement formats continue to be extracted with AI.
September 2026
Blanket loans live with your properties
Improvement- Commercial and portfolio loans now appear on each pledged property's Loans tab with that property's share, so LTV, DSCR and equity include them.
- Balloon-payment alerts cover every loan with a balloon date, not only commercial loans.
- The separate Commercial Loans page is retired; add a blanket loan from any pledged property.
September 2026
Loan balances now amortize
Improvement- Equity, LTV and DSCR use each loan's current balance, calculated from its start date, instead of the amount originally borrowed.
- Properties with loans entered as the original amount will show higher equity and lower LTV. Use "Set balance" on any loan to enter an exact balance as of a date.
- You can now record refinances, HELOCs and second mortgages, and every loan's history stays with the property.
September 2026
Every Verdict Now Shows Its Reasoning
New Feature- Each Sell, Refinance, or Hold card now leads with the one number that matters for that verdict — cash to unlock, the equity a sale frees, or monthly cash flow — before you expand anything.
- A threshold chip tells you how far a property sits from the line that decides its verdict, so a near-miss reads differently from a clear-cut case.
- Every figure behind a recommendation has a ‘why?’ explanation you can open in place, including for properties the engine considered and then left on Hold.
- The same estimate disclaimer now appears on every verdict, rather than on some of them.
September 2026
Undo Deletes, Export Everything, Close Your Account
New Feature- An Undo appears on the confirmation toast right after a delete. Deleted rows are kept for 30 days before they are removed for good.
- Export your entire account as a single JSON file from Settings → Security: properties, mortgages, leases, transactions, statements, goals, deals, and entities.
- Close your account yourself from the same place. Your data stays recoverable for 30 days, and we email you the date it will be removed.
September 2026
Alerts, Transaction Search & a Dashboard That Leads with Results
New Feature- New alerts tell you when a property’s verdict flips, when a market estimate moves, when a statement has been sitting unreviewed, when you cross a goal milestone, and when a billing event affects your subscription.
- The dashboard now opens with your headline numbers, carries a card for any statements still awaiting review, and folds the getting-started checklist away once you no longer need it.
- Transactions are searchable, and you can recategorize or reassign a whole selection at once instead of editing them one at a time.
- Settings is now three tabs — Preferences, Security, and Billing — and each one is directly linkable.
- The sample portfolio now comes with a goal, a deal, and an entity already set up, so every empty screen has something real to show.
September 2026
Account Security & Straighter Copy
Improvement- New accounts must confirm their email address before they can sign in, and changing your password now signs out every other device.
- The contact form and the newsletter signup were quietly discarding submissions. Both now work, and a delivery failure tells you so instead of showing a false confirmation.
- Corrected illustrative figures, testimonials, and legal copy across the marketing site so nothing on it claims more than the product does.
- Added loading and error states to every page, accessible labels to every slider, and a text cue alongside the color-coded DSCR health tiers.
- Exported CSVs are now guarded against spreadsheet formula injection.
September 2026
A Security Page, and Calculator Results by Email
Improvement- New security page lays out exactly how your account and data are protected — and says plainly what we don’t claim, including that we hold no third-party audit.
- The public ROE calculator can now email you your result, and the plan you pick on the pricing page follows you into signup and is waiting for you afterwards.
- The free trial’s two-property limit is now stated under the signup button instead of buried in an FAQ.
August 2026
Security Hardening & Dependency Refresh
Improvement- Enabled Row-Level Security on every database table, closing off direct access from Supabase's auto-generated data API.
- Refreshed dependencies across the stack with security updates.
- Removed the legacy AI expense-import; statement import replaces it.
July 2026
Mobile Experience Overhaul
Improvement- Redesigned tab navigation, marketing nav, and statement-review layout for mobile screens.
- Added tap-friendly tooltips, pointer-based unit reorder, safe-area support, pinch-to-zoom, and iOS-safe PDF viewing.
- Polished dialog spacing, sticky table columns, and numeric input modes across the mobile experience.
July 2026
Partial Ownership & Statement Polish
Improvement- Track your ownership percentage per property with a 'My share' lens that scales the dashboard and Opportunities to your actual stake.
- Statement review now reconciles owner draws, explains mismatches in plain English, and supports re-importing a corrected statement.
- Replaced native browser confirms and alerts with branded dialogs throughout the app.
July 2026
Owner-Statement Import & Unit-Level P&L
New Feature- Import owner statements directly — AppFolio PDFs are read deterministically, other formats extracted with AI — to populate transactions automatically.
- New P&L matrix breaks out income and expenses by unit, property, and month, with per-cell drill-down.
- Tag transactions by unit, with new units auto-created from statements when one is referenced for the first time.
- Schedule E expense categories added to the P&L report, with a PDF export for sharing with your accountant or lender.
July 2026
Goals, Entities, Benchmarking & Lender Packages
New Feature- Set an equity or cash-flow goal and track your trajectory against it, with on-track projections updated as your portfolio changes.
- Group properties by LLC or holding company, with consolidated per-entity metrics and a per-entity Schedule E worksheet.
- New portfolio benchmarking view compares every property against your own portfolio, standard rules of thumb, and market rent.
- Generate a one-click lender package PDF — holdings, rent roll, financials, and Schedule E — for any entity or your whole portfolio.
- Commercial and portfolio loan financing is now reflected across the lender package, goal trajectory, and acquisition analysis.
July 2026
Smart Alerts, Portfolio Digest & Deal Pipeline
New Feature- New event-driven alerts notify you in-app and by email before leases expire, balloon payments come due, or rates drop into a refinance opportunity.
- Schedule a portfolio digest email — monthly, biweekly, or weekly — summarizing performance across every property.
- Deal pipeline lets you save acquisition candidates, compare them side by side, and convert a closed deal straight into a tracked property.
- New portfolio equity-trend chart shows how your total equity has grown over time.
July 2026
Rent Gap Analyzer, Acquisition Analyzer, Leases & Tax Pack
New Feature- Rent gap analyzer flags under-market rents against live market comps, so you know exactly how much income is on the table.
- Acquisition analyzer models a purchase before you make an offer, showing day-one metrics plus the before-and-after impact on your whole portfolio.
- Track leases and tenants — rent, deposits, and term dates — for every unit.
- Sell recommendations now include both taxable-sale and 1031-exchange tax estimates, so you can compare the after-tax outcome of each.
- New Schedule E worksheet calculates straight-line depreciation per property and exports to CSV for your accountant.
March 2026
Tax Report & Annual Summary, CSV Import, Property Comparison
New Feature- Generate tax-ready annual summaries with income, expenses, and depreciation breakdowns for each property.
- Import properties and transactions in bulk via CSV upload with automatic field mapping and validation.
- Compare up to four properties side by side on ROE, cash flow, appreciation, and debt metrics.
February 2026
P&L Drill-down, Chart Improvements, Newsletter Signup
Improvement- Drill into any property's profit-and-loss statement with monthly and quarterly views, filterable by category.
- Redesigned chart tooltips with exact values, date context, and percentage changes for faster analysis.
- Subscribe to product updates and real estate investing tips directly from the marketing site.
January 2026
Blog with 50+ Articles, Help Center, Customer Stories
New Feature- Launched a searchable blog with over 50 articles covering ROE optimization, market analysis, and portfolio strategy.
- Added a comprehensive Help Center with step-by-step guides and an FAQ section.
- Published customer stories showcasing how investors use ROE Engine to grow their portfolios.
December 2025
Scenario Analysis, Debt Payoff Calculator
New Feature- Run what-if scenarios to model refinancing, selling, or redeploying equity and see projected returns instantly.
- New debt payoff calculator shows how extra payments affect your loan timeline, interest saved, and ROE trajectory.
- Scenario results are now exportable as PDF reports for sharing with partners or lenders.
November 2025
Portfolio Dashboard, Transaction Management
New Feature- Portfolio-level dashboard with aggregate ROE, total equity, cash flow summary, and property-by-property breakdown.
- Full transaction management with categorization, recurring entries, and month-over-month cash flow tracking.
- Added DSCR and cap rate calculations alongside ROE for a more complete financial picture.
October 2025
Launch — Property Tracking, ROE Calculations, Basic Analytics
Launch- ROE Engine launches with core property tracking: purchase price, current value, mortgage terms, and operating expenses.
- Automatic ROE calculations that update as you enter transactions and adjust property values.
- Basic analytics dashboard with equity growth charts and return comparisons across your portfolio.