Portfolio OS Worksheet

Run a growing portfolio from one connected system.A single asset is a project. Multiple assets need a system — and most builders manage a growing portfolio out of memory and scattered spreadsheets until something breaks. Wealth compounds fastest when the operations compound too: one set of systems, applied to every property at marginal cost.This is a fully connected spreadsheet operating system — five sheets, live formulas, one dashboard.What's inside: Dashboard — portfolio-wide totals pulled live from every other sheet: property count, monthly net profit, estimated value, trailing revenue Properties — the registry: every asset, its district, status, and monthly profit, with estimated value calculated automatically from profit × multiple Revenue Log — a 12-month log per property, with trailing-twelve-month totals across the whole portfolio Content Calendar — a 30-row production pipeline tying every piece of content to the property and channel it serves Quarterly Review — auto-calculated district allocation (so concentration risk is visible before it's a problem) plus five honest questions to answer every quarter Everything cross-references. Add a property once, and its numbers show up on the dashboard, the revenue log, and the district allocation automatically.The natural next step after the 90-Day Property Builder and the Valuation Toolkit — this is where a single property becomes a managed portfolio.

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