AskPortfoliq
One assistant, across every record here.
It reads your portfolio, prepares the change, and waits for your confirmation before anything is written.
Reaches
- Properties
- Tenancies
- Compliance
- Costs
- Mortgages
- Documents
- Reports
Property management for self-managing UK landlords
Run your property portfolio from WhatsApp.
Portfoliq keeps your properties, tenancies, finances and compliance in one place — then lets you run it all from a message. Nothing changes until you confirm.
- Get a timely nudge when rent still needs confirming
- Reply naturally from your connected channel or the web
- Review every update before it changes your records
No credit card required.
Your approval before any change Cancel anytime Built and hosted in the UK
AskPortfoliq
Message AskPortfoliq
Portfoliq workspace
Good morning, Alex
Portfolio overview
12
Properties
92%
Rent confirmed
98%
Compliance
Needs your attention
Rent needs confirmation
John Tenant · Oak Street
Partial rent received
Sarah Jones · Mill Lane
Gas safety renewal
Oak Street
Works from WhatsApp Telegram Web app
- Built for UK landlords
- WhatsApp, Telegram & web
- Changes reviewed before confirmation
- Secure billing by Stripe
“Even this early on, its focus on efficiency is already saving us time carrying out mundane tasks.”
See it work
Message. Review. Confirm. Done.
Pick a job and watch it play out. Every example maps to something AskPortfoliq can already do — and anything that writes to your portfolio stops for your approval first.
AskPortfoliq
Message AskPortfoliq
- 1
You ask
However you would say it out loud.
- 2
It reads your records
Your properties, not the internet.
- 3
You get the answer
Then keep going — it holds the thread.
No review step, because this one only reads. Nothing in your portfolio changes.
You end up with: A straight answer from your own records, in seconds.
Wherever you are
The full workspace when you need it. A message when you don't.
Use the dashboard for the detailed record and the reporting. Reach for a message for everything else, you should not have to open an app for a two-line job.
A message when you don't
- WhatsApp
“Which mortgage rates end soon?” — A straight answer from your own records, in seconds.
- Telegram
“Run the numbers on a flat I viewed” — Yield and cashflow on a place you have not bought yet.
- Web app
“Log the boiler repair I just paid for” — Logged against the right property, straight from the driveway.
The full workspace when you need it
Properties, tenancies, documents, compliance history and investment reports, the detailed record a phone screen was never built for, still there whenever you want it.
See what's behind it Working in the background
Most software waits for you to log in. This one has already been working.
Overnight and in the background, Portfoliq keeps your records straight and flags what needs attention — so what you open in the morning is already up to date.
Reaches you
Rent that needs your confirmation
John Tenant's £950 rent was due on 3 August. Have you received it?
TelegramReply naturally, review the update, and keep the same record in sync
Work you asked for, finished
Your investment report is ready.
Investment report PDFWhatsApp TelegramComes back on the channel you asked from
Compliance deadlines, before they bite
Gas safety at Oak Street expires in 21 days.
By email each morning, timed by that certificate’s own reminder setting
Happens without you
You never open a stale dashboard
Every property’s compliance is re-checked overnight, so a certificate that lapsed while you weren’t looking is already flagged by the time you look.
- Property
- CompliantNeeds attention
Every property, every night
Your occupancy is right without you touching it
When a tenancy’s end date passes it is closed off for you, and the property’s occupancy moves with it — so your portfolio view is never quietly out of date.
- Tenancy
- ActiveEnded
- Property
- OccupiedVacant
Checked every night
One platform. Less landlord admin.
The chat is the front door. This is what's behind it.
Properties, tenancies, compliance, costs and mortgages in one system of record — so the answers AskPortfoliq gives you come from your own data, not a guess.
Fewer scattered spreadsheets Clearer next actions Less time tied to admin
Compliance and key dates
Nothing lapses quietly.
Every date tracked per property, each with its own reminder lead time and a record of what was done.
- Gas safety record
- EPC
- EICR
- HMO licence
- Legionella risk assessment
- Fire safety instructions
Property and tenancy records
One place the details actually live.
The details stay connected, so occupancy and rent totals follow your records instead of a spreadsheet.
- Properties
- Units
- Tenancies
- Tenants
- Occupancy
- Rent totals
Investment analysis
Know if it's worth a closer look.
Yield, cashflow and market context, with the assumptions behind every headline figure.
Status
Complete
Gross yield
9.6%
Monthly cashflow
+£2,622
Price vs market
At market
Mortgages, costs and portfolio finances
What the portfolio costs, and when rates end.
Running costs and mortgage terms held per property, so fixed-rate end dates and recurring spend sit on the record rather than in your head.
Documents and tenant handovers
Certificates and packs, filed where they belong.
Upload a certificate and it is filed against the right property and the right compliance date. Move-in handovers are prepared from the same records.
Built around the real work of managing and growing a UK rental portfolio.
Why Portfoliq
Built around the real work of UK landlords.
Not a chatbot bolted onto property software. An assistant that reads your portfolio, prepares the work, and waits for your say-so before anything changes.
Nothing changes without your approval
Every action that writes to your portfolio shows you what it will do first, and waits for your confirmation.
Built for UK landlord obligations
Gas safety, EPC, EICR, deposit protection and HMO requirements, tracked the way UK rules actually work.
Your data stays in the UK and EU
Account and property records are hosted on London infrastructure. Uploaded documents are stored in the UK/EU.
Encrypted, exportable, deletable
Encrypted in transit and at rest. Permanently delete your account and its data yourself, at any time.
Most landlords are choosing between a spreadsheet and a login.
| Capability | Spreadsheet | Conventional software | Portfoliq |
|---|---|---|---|
| Compliance reminders | You remember | Log in and check | Emailed before they're due |
| Adding a property | Manual entry | Long forms | One message |
| Investment analysis | Separate calculator | Rarely included | Ask, get an answer |
| Working from your phone | Painful | Separate app | It's just WhatsApp |
| Changes to your records | Manual, unlogged | Manual | Reviewed before confirming |
| Getting set up | Hours of formatting | Onboarding calls | Minutes |
Comparison reflects common capabilities of general-purpose spreadsheets and typical UK landlord software. Individual products vary.
“Portfoliq is the management tool we have been looking for! Even this early on, its focus on efficiency is already saving us time carrying out mundane tasks. Being able to actually get things done through the WhatsApp channel, directly updating my account, is where this app is streets ahead of the rest.”
Pricing
Pick a plan. Outgrow it later.
Choose the capacity your portfolio needs. Every plan includes AskPortfoliq across web, WhatsApp and Telegram, with allowances that scale as you grow.
Starter
For small landlords managing a compact portfolio.
£12/month
AskPortfoliq
IncludedYour portfolio PA on web, WhatsApp & Telegram
Monthly AI allowance · 100 credits
A home for your whole portfolio
Manage up to 2 properties, with unlimited units or rooms.
Investment analysis, ready when you need it
Create up to 5 decision-ready reports each month.
Live market evidence built into your research
Includes 60 property data lookups each month.
Portfoliq spots what’s next. AskPortfoliq gets it moving.
New landlord news? Compliance date expiring? AskPortfoliq lets you know and helps you update what needs changing.
Growth
For active landlords and investors growing their portfolio.
£19/month
AskPortfoliq
IncludedYour portfolio PA on web, WhatsApp & Telegram
Monthly AI allowance · 250 credits
A home for your whole portfolio
Manage up to 5 properties, with unlimited units or rooms.
Investment analysis, ready when you need it
Create up to 12 decision-ready reports each month.
Live market evidence built into your research
Includes 150 property data lookups each month.
Portfoliq spots what’s next. AskPortfoliq gets it moving.
New landlord news? Compliance date expiring? AskPortfoliq lets you know and helps you update what needs changing.
Portfolio
For larger portfolios with heavier reporting and analysis needs.
£39/month
AskPortfoliq
IncludedYour portfolio PA on web, WhatsApp & Telegram
Monthly AI allowance · 1,000 credits
A home for your whole portfolio
Manage up to 20 properties, with unlimited units or rooms.
Investment analysis, ready when you need it
Create up to 40 decision-ready reports each month.
Live market evidence built into your research
Includes 500 property data lookups each month.
Portfoliq spots what’s next. AskPortfoliq gets it moving.
New landlord news? Compliance date expiring? AskPortfoliq lets you know and helps you update what needs changing.
Start with a 7-day free trial. No credit card required.
A single missed gas safety certificate can cost a landlord thousands in fines. Portfoliq starts at £12 a month.
Every plan includes AskPortfoliq across web, WhatsApp and Telegram.
Need more than 20 properties? Contact us
FAQ
Frequently asked questions
Ready when you are
Your next portfolio task could take one message.
No credit card required.
Set up in minutes · Cancel anytime · AskPortfoliq included on every plan