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Investment Details & Stack Coach

Click any investment to open its detail view. The Stack Right-Sizing Coach compares every active flip against targets derived from your monthly contribution, so you know at a glance whether each one is on pace, running slow, or stalled.

How to use it

1. Click an investment card to see invested amount, monthly cashflow, annual yield, quick links to the transaction record or servicer portal, a document uploader, and a history of extra principal paydowns.
2. Use the kebab menu to edit, duplicate, or delete. Duplicate is handy when you repeat a deal structure.
3. Click Coach at the top of the Investments page to see your ideal flip size for a 4-month payoff and the maximum before 6 months.