FEATURES

Every feature your software portfolio needs.

SaaSfolio is built from the ground up for people who buy, sell, and manage software tools as financial assets.

Your entire portfolio, in one view.

The portfolio dashboard is your command center—the single pane of glass where all your software investments come into focus. See total spending, combined revenue, aggregate profit, and portfolio-wide ROI at a glance. Then drill down into individual tools when you need the details.

Total Invested
Total Revenue
Total Profit
ROI Percentage
Monthly Recurring Revenue
Breakeven Status
Portfolio Performance Over Time
Portfolio Dashboard
Total Invested
$47,280
Total Revenue
$128,450
Net Profit
$81,170
Portfolio ROI
172%
Revenue Trend
Your Tools
+ Add Tool
Figma
$180/mo
127%
Slack
$450/mo
342%
Notion
$120/mo
89%
HubSpot
$550/mo
215%

Every tool becomes a tracked asset.

Transform your unmanaged collection of software subscriptions into a professional tool portfolio. Add unlimited tools, track their individual costs, and watch SaaSfolio calculate precise ROI for each one. Know exactly what each tool is costing and what it's returning.

Unlimited tools
Purchase price tracking
Revenue tracking per tool
One-time and subscription revenue
ROI per tool
Profit per tool
Breakeven remaining
Payback time
Revenue growth tracking

Track every dollar in. One-time and recurring.

Revenue drives ROI. Log every dollar your tools generate—whether it's a one-time payment, a monthly subscription, or an annual contract. Link revenue to specific tools and watch your ROI percentages update in real time. No spreadsheet formulas. No manual calculations.

One-time sales
Recurring subscription tracking
MRR calculation
Revenue logs
Revenue growth charts
Revenue Entries
This Month
Date
Tool
Type
Amount
Feb 15
Figma
Recurring
$2,400
Feb 12
Slack
One-time
$5,200
Feb 8
HubSpot
Recurring
$3,150
Feb 1
Notion
Recurring
$1,800
Total Revenue
$12,550
MRR
$7,350
Clients
Search...
AC
Acme Corp
8 tools
LCV
$45,200
TI
Tech Innovations
12 tools
LCV
$72,850
GR
Global Resources
6 tools
LCV
$28,900

Know what every client is worth.

For agencies and multi-client operations, assign tools to clients and track their complete financial relationship. See lifetime client value, understand profitability per account, and make smarter decisions about which tools to recommend or replace. Perfect for justifying premium pricing based on real cost data.

Client database
Map tools to clients
Revenue per client
Lifetime client value
Relationship tracking

Data-driven decisions, not gut feelings.

Transform raw tool spending data into actionable insights. SaaSfolio's analytics engine shows trends, patterns, and forecasts—helping you predict which tools will break even, when to expect peak returns, and where to double down or cut spending. Make investment decisions backed by data, not intuition.

ROI analytics
Revenue growth charts
Portfolio performance graphs
Forecasting and payback timelines
Tool comparison insights
Analytics
Last 12 Months
ROI by Tool
Slack
342%
Figma
127%
HubSpot
215%
Notion
89%
Revenue Forecast
Recent Alerts
✓
Monthly Report Ready
Your January portfolio report is ready to review.
2h ago
🎯
Revenue Milestone Reached
Slack crossed $50K revenue milestone!
1d ago
⚠
ROI Alert
Notion ROI dropped below 50% threshold.
2d ago
ℹ
Tool Renewal Due
Figma annual renewal due in 14 days.
3d ago

Stay informed without living in the dashboard.

Smart alerts keep you in the loop without the noise. Get notified when ROI changes, revenue milestones hit, or renewals are coming due. Monthly reports summarize your portfolio's performance and are delivered straight to your inbox via custom SMTP. Stay informed on your terms.

Monthly reports
Revenue milestone alerts
Email notifications
Custom SMTP

Your portfolio, your brand.

Make your portfolio dashboard truly yours. Use a custom domain to present a professional, branded experience to clients or stakeholders. Combined with custom SMTP, you can communicate entirely from your own domain, reinforcing trust and consistency across all client touchpoints.

Custom domain support
Custom SMTP/email
portfolio.yourcompany.com
🔒 portfolio.yourcompany.com
Dashboard Tools Reports
Portfolio Overview
Total Invested
$47,280
Portfolio ROI
172%
Monthly Revenue
$8,700

See SaaSfolio in action.

Get Started Free →