---
description: Review of Veld Portfolio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Veld Portfolio | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Data Analysis Software](/directory/535/data-analysis/software) > [Veld Portfolio](/software/547988/Veld-Portfolio)

# Veld Portfolio

Canonical: https://www.softwareadvice.co.nz/software/547988/Veld-Portfolio

> Veld Portfolio is a portfolio analytics and deal underwriting platform designed to help landlords monitor rental property performance and evaluate potential investments. It is intended for landlords managing a small number of properties who require straightforward financial insights without the complexity of traditional property management systems. The platform focuses on analytics rather than full property management functionality.

The software tracks financial metrics such as equity, cash flow, cap rate, loan-to-value ratio, net operating income, debt service coverage ratio, and cash-on-cash return. These metrics are displayed on a single dashboard. Users input property details, including purchase price, estimated value, rent, expenses, and mortgage information, and the system automatically updates metrics without requiring manual adjustments. It provides live rent and property value estimates based on market data, enabling landlords to compare rental rates with current market conditions. Features include scenario modeling with adjustable assumptions for rent, property value, and mortgage terms over various time periods, as well as mortgage amortization tracking and CSV import and export functionality.

The deal analysis feature allows users to evaluate potential property purchases by entering details such as purchase price, rent, and expenses. The platform calculates metrics including cash flow, cap rate, debt service coverage ratio, and cash-on-cash return. It includes an investment property calculator that can be used without creating an account. Users can save and compare multiple deals and transfer closed deals to their portfolio for ongoing tracking.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Veld Portfolio

## Commercial Context

- **Starting Price**: US$15.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Veld Portfolio offers three plans. All plans include the full feature set: portfolio dashboard, deal analyzer, scenario modeling, mortgage workspace, refinance tool, live rent and value estimates, scenario sliders, and CSV import and export. Plan limits apply to portfolio insights, property count and saved deal count only.

Free: $0 per month. 
- Add one property
- Save up to five deals. 
- No credit card required. No time limit. Full feature access within the property and deal limits minus smart portfolio insights.

Investor: 15 per month or 150 per year.
- Personalized Smart Portfolio Insights
- Add up to five properties 
- Save up to twenty deals. 
Annual billing saves approximately two months compared to monthly.

Pro: 29 per month or 290 per year. 
- Personalized Smart Portfolio Insights
- Add up to twenty properties 
- Save up to fifty deals. 
Annual billing saves approximately two months compared to monthly.

Downgrading is self-service through the Stripe billing portal accessible from account settings. No contracts, no setup fees, and no per-user or per-property seat pricing. One subscription covers the account holder.

Live rent and value estimates (powered by RentCast) are rate-limited by tier: five estimates per hour on Free, ten per hour on Investor, and twenty per hour on Pro. This applies to both rent estimates and automated valuation model requests combined.

Pricing is in USD. Annual plans are billed as a single charge at the start of the billing cycle
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Accounting
- Alerts/Notifications
- Dashboard
- Data Discovery
- Data Import/Export
- Data Visualisation
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Investment Research
- Investments Tracking
- Monitoring
- Performance Metrics
- Portfolio Management
- Predictive Analytics
- Reporting/Analytics
- Trend Analysis
- Visual Analytics
- Visual Discovery

## Integrations (1 total)

- RentCast

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Data Analysis Software](https://www.softwareadvice.co.nz/directory/535/data-analysis/software)

## Related Categories

- [Data Analysis Software](https://www.softwareadvice.co.nz/directory/535/data-analysis/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [TrendSpider](https://www.softwareadvice.co.nz/software/450495/TrendSpider) — 4.4/5 (14 reviews)
3. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
4. [Bob Finance](https://www.softwareadvice.co.nz/software/191104/mosaic) — 4.8/5 (57 reviews)
5. [Etops](https://www.softwareadvice.co.nz/software/450306/Etops) (0 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/547988/Veld-Portfolio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/547988-Veld-Portfolio/> |
| en-AU | <https://www.softwareadvice.com.au/software/547988/Veld-Portfolio> |
| en-GB | <https://www.softwareadvice.co.uk/software/547988/Veld-Portfolio> |
| en-IE | <https://www.softwareadvice.ie/software/547988/Veld-Portfolio> |
| en-NZ | <https://www.softwareadvice.co.nz/software/547988/Veld-Portfolio> |

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