The financial document your home has been missing.
The Asset Dossier is a $79 home financial planning report with 30 chapters across five parts, PDF export, a read-only share link, and 12 months of refreshes. It uses your intake details and HomeScore cost models to organize potential expenses and planning decisions.
30 chapters, organized into five parts
Executive Layer
For the spouse, agent, or lender who only has 5 minutes.
- Cover + Asset Snapshot
- Executive Summary
- One-Page Decision Brief
- Confidence & Data Quality Index
Forecast & Capital Plan
What this home will cost — and how to fund it.
- Location Risk Profile
- 10-Year Money Bleed (monthly + cumulative)
- 25-Year Lifecycle Forecast
- Hold-Period Strategy (3 / 5 / 7 / 10 / forever)
- Per-System Sinking Fund Plan
- Reserve Adequacy Stress Test
- Energy & Operating Cost Forecast
Asset Intelligence
Per-system pages with cost bands, comparables, and resale impact.
- Asset Dossier — Per-System Pages
- Component-Level Replacement Cost Index
- Comparable Properties Benchmark
- Insurance & Claims Exposure
- Resale & Buyer-Perception Report
Decisions & Negotiation
Repair-vs-replace, ROI, and bid playbooks.
- Decisions Chapter
- Repair vs. Replace Matrix (50% rule)
- Upgrade ROI Ledger (NPV over hold period)
- Negotiation Leverage Score
- Contractor & Bid Strategy
- Vendor Question Bank (printable, per-trade)
Action & Governance
30/60/90-day plans, capital calendar, ops manual.
- 30 / 60 / 90 / 365-Day Action Sprints
- 5-Year Capital Calendar
- Annual Maintenance Operating Manual
- Document Vault Index
- Rebate, Tax Credit & Warranty Tracker
- System Life Cycle Planning Method™
- Methodology Appendix
- Glossary, Sources & Versioning
Price and access
$79 one-time purchase, with 12 months of refreshes, PDF export, and a shareable read-only link. This report is separate from the ongoing HomeScore subscription.