A CIAS app

PropFolio

A local-first property workspace for iPhone and iPad. Keep properties, values, rent and expenses together, with tenant, maintenance and compliance records held against each property.

Contact CIAS for current availability.

What PropFolio does

  • A portfolio in one place

    Properties, values, rent and expenses are tracked together, so the whole portfolio reads as one thing rather than a folder of spreadsheets.

  • Records that stay with the property

    Tenant, maintenance and compliance records are kept against the property they belong to, so history stays where you will look for it.

  • Local-first by design

    Your portfolio lives in the app on your device. There is no account to create before you can start entering properties.

  • Encrypted portable backups

    Save an encrypted backup to Files, iCloud Drive or another destination you choose, and restore from it later.

Where your data lives

PropFolio is local-first. The current app builds run with the CloudKit database switched off, so the app does not automatically sync your portfolio to iCloud.

Moving a portfolio between devices is done with backups rather than live sync. You can save an encrypted backup to Files, iCloud Drive or another destination you choose, and restore it later. Restoring loads a snapshot: it is backup and restore, not live multi-device sync, so two devices are not kept in step with each other.

The passphrase and recovery key for a backup are the owner's responsibility. Keep them somewhere you will be able to reach again.

The app privacy policy has the full detail on what the app handles.

Optional extras

Neither of these is needed to run a portfolio in PropFolio. Both are off until you set them up.

Rent Advisor

Rent Advisor can send a rounded, minimised summary of a property to Anthropic for a rent view. It uses your own Anthropic API key, and consent is required before data is sent. It does not provide investment advice.

Bank connection

Where a supported TrueLayer setup and the necessary permissions are in place, an optional bank connection can be used. It depends on that setup and is not guaranteed to be available.

A short walkthrough

Development preview. Real app captures with synthetic example data; features and availability may vary by release.

Start with the overview

The dashboard opens on a summary of the portfolio, so the first thing you see is how the whole thing stands rather than a blank list.

PropFolio dashboard screen showing a summary of a property portfolio.
Dashboard. The names and figures are synthetic examples, not anyone's portfolio results.

Organise your properties

Properties are listed together, so you can move between them and keep each one's records in a single place instead of chasing them across apps.

PropFolio property list screen showing several properties.
Property list. The addresses shown are invented example data.

Inspect the figures for one property

Open a property to work with its own numbers: value, rent and expenses, kept alongside the records for that property.

PropFolio property detail screen showing figures for a single property.
Property detail. The figures are example data, not a user's results.

Availability and support

PropFolio is not being advertised here as publicly available, and this page does not link to a store listing. Contact CIAS for current availability.

PropFolio is developed by CIAS. CIAS publishes only its own apps.

For anything else, use the contact page or write to hello at cias.io.