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Pocket Asset Manager by SHARE
Tax & Financial Services
About us
Turn your property manager's statements into finished books, a Schedule E, and a live equity picture — automatically. PocketAM is the AI asset manager built inside SHARE, where our team has managed +$7B in single and multi-family rental portfolios — hundreds of DSCR loans and thousands of owner statements. PocketAM started as the tool we built for our own owners. It's now open to any landlord. Who it's for: buy-and-hold owners that are too busy to grow their portfolio, who use a third-party property manager, often from out of state, and who lose a week every spring reconstructing a year of books. What it does today: • Upload PM statements, mortgage docs and closing packets, any contracts you have — AI reads, classifies them and makes timely cost and revenue driving recommendations • Real double-entry books behind a P&L, balance sheet, and multi-property Schedule E • Debt and equity tracking, with refinance opportunities surfaced as values move • A critical-date calendar covering property tax due dates across 51 jurisdictions • Works alongside your property manager — we don't replace them, we make their statements useful Free to start.
Specialties
Financial Planning
Budgeting
Debt Management
Wealth Management
Insurance Planning
Tax & Accounting
Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
Financial Audits
Foreign Investment
Business Taxes
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