How to create a live Australian Property Portfolio Dashboard in Claude.
Most Australian property investors track their portfolio in old spreadsheets, bank app balances, and half-remembered agent estimates.
The numbers are real. They are just never current. This guide shows you how to build a live Claude dashboard that checks your portfolio each month — estimated value, equity, yield, finance-readiness — and logs how the portfolio has moved over time. No Power BI. No spreadsheet chaos. No code.
Claude Cowork + Chrome
Use Claude Desktop in Cowork mode with the Claude Chrome extension enabled. Claude in Chrome can read, click and navigate websites alongside you — available in beta for paid plans.
Cowork scheduled tasks let Claude run portfolio checks automatically or on demand. Set these to fire on the first of each month for a hands-free monthly update.
Note: Scheduled Cowork tasks only run while your computer is awake and Claude Desktop is open. Plan accordingly — Claude cannot run in the background on a closed laptop.
One prompt with your property list
Give Claude everything it needs about each property up front. The more detail you provide, the more accurate your dashboard will be.
- —Property address
- —Purchase price and year
- —Current loan balance
- —Interest rate and repayment type (P&I or IO)
- —Current rent received
- —Estimated ongoing expenses (rates, insurance, PM fees, maintenance)
- —Owner-occupied or investment
- —Fixed or variable rate, and fixed expiry if applicable
- —Lender, if known
- —Intended goal: hold, refinance, buy again, sell, renovate, or debt reduce
Australian property sources
Instead of a single government transaction registry, Claude draws from a layered stack of Australian property data — each layer has a different role and access tier.
Value estimates, rental estimates, property history, suburb overlays and school zones. Available for any Australian residential address.
Free · PublicEstimated price ranges, comparable sales, and suburb insights. Free bank reports available to anyone. Estimates only — not lender valuations.
Free · Estimate onlyDesigned for investors, agents, and finance professionals. Sales history, land size, comparables, and detailed property reports.
ProfessionalCovers over 14 million Australian and New Zealand properties. Market value, ownership, attributes, climate risk, and API access.
EnterpriseAll value figures shown are estimated market values only. They are not a formal lender valuation, not a guarantee of borrowing capacity, and do not constitute financial advice. Confirm any finance decision with your broker or lender before acting.
Your live Property Position Dashboard
Claude builds a persistent artefact — a live page that refreshes when you open it. This is where the guide goes beyond a simple value check and becomes a finance tool.
The dashboard includes: total estimated portfolio value, total loans, estimated equity, usable equity at 80% LVR, gross yield, cash flow pressure, property-by-property value and rental movement, suburb comparison, refinance watchlist, suggested next actions, and a month-over-month history log.
Not just what is it worth — but what does that mean for the next finance move.
Monthly portfolio refresh
Ask Claude to run the portfolio update on the first of each month. When Claude Desktop is open and the machine is awake, Claude rechecks all data sources, updates the dashboard, and appends a month-over-month log entry.
Set it once. Review it monthly. No manual work required between updates.
Copy this into Claude Cowork
Fill in your property details where indicated and paste into Claude Cowork. Claude will build all three outputs — strategy document, data table, and live dashboard artefact.
I want to build an Australian property portfolio dashboard in Claude Cowork. You are acting as a property portfolio analyst and mortgage strategy assistant for Australian residential property investors. Your job is to create a live dashboard artefact that tracks my property portfolio using public Australian property data sources and my own supplied loan and rent data. Do not give financial advice. Do not say the estimate is a bank valuation. Use cautious language such as "estimated", "indicative", "may suggest", and "worth reviewing with a broker". Data sources to use where available: 1. property.com.au — for estimated value, rental estimate, property history, overlays, schools and suburb/property information. 2. Free bank property reports such as ANZ Property Profile Reports — if available. 3. Domain or realestate.com.au — for listing and comparable sale information where useful. 4. Pricefinder or CoreLogic/RP Data — only if I provide access or reports. 5. State government property sales data — where available. 6. My supplied loan balances, rates, repayment type, rent and expense assumptions. For each property, track: - Address - Purchase price and year - Estimated current value (with confidence level if available) - Recent comparable sales - Current rent received - Estimated market rent - Gross yield - Loan balance - Estimated equity - Estimated usable equity at 80% LVR - Interest rate - Repayment type (P&I or IO) - Monthly repayment - Monthly rental income - Estimated cash flow position - Fixed rate expiry (if applicable) - Refinance trigger - Next action Create three outputs: 1. A portfolio strategy document. 2. A structured data table I can keep updating. 3. A live dashboard artefact with metric cards, charts, watchlist items and a month-over-month log. Dashboard sections: - Portfolio summary (total value, total loans, total equity, usable equity) - Property-by-property table - Estimated value movement (month-over-month log) - Equity and usable equity by property - Yield comparison (actual vs market estimate) - Repayment pressure (cash flow position) - Refinance and watchlist alerts (rate expiry, LVR risk, undermarket rent) - Suggested next actions - Month-over-month history log Rules: - Always separate estimated market value from bank valuation. - Do not promise borrowing capacity. - Do not recommend a specific loan product. - Flag when a property may benefit from human broker review. - Use Australian spelling throughout. - Keep the dashboard clear enough for a normal investor to understand without a finance background.
Name it after what it does
The strongest name connects to your broader positioning: structure, strategy, finance readiness, and the broker conversation that follows.
See your estimated value, equity, yield and next finance move in one place.
How this becomes a client conversation
Your CTA should not be "get a valuation." This catches people before they ask for a refinance — when they are thinking what can I do next? That is exactly when you want to enter the conversation.
The intake form asks: how many properties, owner-occupied or investment, buying again in 12 months, do you know your current loan balances and rates, do you want equity reviewed — then name, email, phone.
Want us to help you build your Property Position Dashboard? Join the waitlist.
Upload your property list and we'll show you what to track before your next refinance, purchase, or investment decision.
Want your Property Position Dashboard built for you?
Join the waitlist and we'll walk you through the setup — or review your equity position together before your next finance decision.