Setting up Finance in Analyst is the same for Portfolio as for Property. The example shown below is for a Property but the inputs will be the same and the appearance in the DCF will also be similar for a Portfolio.
Loans can be Amortised or Interest Only, the Amount of the loan can be input as an absolute value or expressed as a percentage of the Purchase Price. Similarly the Amortised amount can be input as a value or a percentage of the loan. Compounding can be either Monthly, Quarterly or Annually.
The DCF will display the calculations as shown below.
The details of the loan calculations and its effect in the DCF is shown below.
