You sold the flip, the money moved, and you have a rough idea in your head of whether it was a good one. But the actual number, income in minus everything you spent, lives in two different places and you have never sat down to reconcile it across all of them at once.
So you know how your last flip did, maybe. You do not know how your last ten did side by side, which one quietly lost money, or what your real average is. That number is the whole scorecard of your business, and it is the one thing no single screen adds up for you.
Your assistant looks at every project you have marked as sold, then for each one pulls two totals: the income you recorded against it and the costs you recorded against it. It subtracts one from the other to get your actual profit, works out the margin, and lines every flip up so you can see them best to worst with a portfolio total at the bottom.
Because it reads the income and expense records directly, it is showing you what actually happened, not what you projected at the start. On a sold flip the profit that matters is the resale income against your total costs, so it focuses there rather than muddying the number with rental or other income.
The honest caveat, built into the prompt: this is only as accurate as your books. If a flip shows a suspiciously high margin, that usually means costs never got recorded, not that you had a home run. The prompt asks your assistant to flag those rather than present them as real, so you get a scorecard you can trust instead of a flattering one.
What it will not do: this automation is read only. It reads your income and expenses and reports the result. It changes nothing, and it is a profit-and-loss figure, not a return on investment or an annualized return.
Please build me a profit and loss summary of every flip I have sold in FlipperForce.
1. Pull my projects and keep only the ones in the sold stage (completed_portfolio)
2. For each sold flip, pull the total income recorded against it and the total costs recorded against it
3. Calculate profit as income minus costs, and margin as profit divided by income
4. On a sold flip, focus on resale income for the profit figure. If there is rental or other income mixed in, call it out separately rather than blending it in
5. Give me a table of every sold flip with its income, costs, profit and margin, ranked by profit highest first, with a portfolio total and an average margin at the bottom
6. Flag any flip where the margin looks implausible, either very high or negative, as likely missing data rather than a real result. Tell me which ones to check rather than trusting the number
Change nothing. This is a read only report.
This reads income and expenses one project at a time, so it makes a couple of requests per sold flip. That is fine across a normal year of completed projects. If you have hundreds of sold flips in your workspace, scope it to a date range or a subset rather than running the whole history at once.
This prompt requires a connection to the FlipperForce Public API. Once your AI agent is connected to your account, you can run any prompt in the library.
Learn how to connect your AI agent to the FlipperForce Public API
This looks at projects in the sold stage. If a flip has closed but you never moved it out of an earlier stage, it will not be counted. A quick pass through your pipeline before running this makes the numbers complete.
Profit is income minus costs, so a project missing half its receipts will show a margin that is too good to be true. If you have never checked, run the unfiled receipts and incomplete expenses audits first. The prompt flags the suspicious ones, but fixing them beforehand gives you a scorecard you can actually act on.
This tells you what each flip made after costs. It does not calculate return on the cash you put in or annualize it over how long you held the property, because those are a different question. Read the output as profit, not as return.