Guides to every page in SFH Portfolio, from your first portfolio to connecting Claude.
What SFH Portfolio tracks, how portfolios, projects, expenses and people fit together, and the first things to set up.
How the Month, Quarter, Year, 3-Year and Lifetime views work, how to step between periods, and how fiscal years shape every figure.
Search everything as you type, make changes in plain English, and ask questions about your data from the bar at the top of every page.
Budget against spend across every portfolio for the period you choose, with what needs attention and where the money is going.
Group projects into portfolios, compare their spend, and open one to see its projects, expenses, people and roadmap.
A project's budget, dates and spend over time, with its expenses and labor allocations, and how to edit, split, assign and archive.
Record capex, opex and labor costs, make them recurring, mark them spent, and filter, search and bulk-delete them across every portfolio.
Manage your roster, loaded labor rates and departments, see who's allocated where, and draft allocations with AI.
Bring portfolios, projects, people, allocations and expenses in from an Excel, CSV or text file, with a review before anything is saved.
Download projects, with their allocations and expenses, and people as a CSV file you can open in Excel or import again.
Find projects, portfolios and people by name, expenses by description or category, and labor allocations by what someone is working on.
See every create, update and delete of your organization's financial data, who made it and when, with the values before and after.
Save a point-in-time copy of your organization's data and restore it later, for example before a large import. For organization owners.
Set one top-down budget per fiscal year, with optional limits for capex, opex and labor, for the Dashboard to measure spend against.
Invite teammates with a link, choose who's an owner, remove people, and see the apps connected to your organization.
Use SFH Portfolio from Claude or any app that supports remote MCP servers: ask about your data and, if you allow it, make changes.
Belong to several organizations and switch between them, create a new one, or branch a copy of your data to try out a different plan.
Change the name others see, find the email you sign in with, create an account and sign out.