Organize your projects, track progress, and showcase your work with a customizable tool tailored to your creative workflow needs.


Choose just the features your workflow requires. You can start simple and add new views or tools as your projects and needs change—no code needed.
Connect spreadsheets, project management tools, and design apps with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your portfolio.
Build a branded document management portal with tailored permissions. Let users access, upload, and organize files securely with ease.
Your document portal is mobile-ready by default. Users can view and upload files from any device without extra setup.
Your document portal is mobile-ready by default. Users can view and upload files from any device without extra setup.
Connect with your existing tools to automate document approvals, notifications, or filing workflows.
Set up user groups for different teams or clients, giving each a personalized dashboard and document access.
Define rules for who can view, upload, edit, or share documents. Set granular, document-level access for each group.
Protect sensitive documents with SOC2 and GDPR compliance. Ensure all files are accessed and managed securely.
Let AI help users find files, track updates, or answer questions—all directly within your portfolio organizer platform.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Set up your portfolio organizer in minutes with drag-and-drop blocks and document templates.
Add folders, custom fields, or integrations as your document management needs change—no rebuild required.
Track portfolios, store files, and manage access—all in one place, with no extra tools needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A portfolio organizer is a secure, centralized platform where you can manage and track your assets, projects, or investments in one place. It allows you to store key information, upload documents, monitor progress, and view updates related to your portfolios, making it easier to stay organized and keep all your important data accessible without relying on scattered spreadsheets or manual processes.
Softr makes it simple to build a portfolio organizer tailored to your specific needs. You can connect your existing data sources, such as Airtable, Notion, or SQL, and set up a system where you can log in to view portfolio summaries, track performance, share updates, and manage documents—all in one place.
No coding is necessary. Softr lets you start with a template or build from scratch, customize the layout, set permissions for different users, and brand your organizer to match your personal or organizational style. It’s quick to set up, easy to maintain, and flexible enough to evolve as your portfolio grows.
You can include a variety of features in your portfolio organizer, depending on how you want to manage your assets or projects. Some popular options include:
\- Secure user logins – so each user can access their own portfolios or data
\- Custom dashboards – to track portfolio performance, allocation, or key milestones
\- Forms – for adding new assets, updating records, or collecting feedback
\- File sharing – to upload and download important documents securely
\- Search and filters – to quickly find specific assets or projects
\- Tables, lists, and detail views – to display holdings, transaction histories, or project updates
\- Comments and status updates – to keep notes and communication organized
\- Charts – to visualize trends, allocations, or performance metrics
\- Calendar view – for tracking deadlines, review dates, or important events
\- Permissions and roles – ensuring sensitive data is only visible to the right users
All these features can be built using Softr’s drag-and-drop tools, without any coding. You can easily adjust or add features as your portfolio management needs change.
No coding is required. You can build your portfolio organizer entirely using Softr’s visual editor. Everything from organizing layouts to managing user permissions can be customized without writing a single line of code.
Yes. You can manage multiple portfolios or users within a single portfolio organizer. Each user only sees the content and data assigned to them, based on their login and role. This is especially helpful if you're tracking several investment portfolios or organizing assets for multiple individuals in one place.
Softr supports a wide range of data sources for your portfolio organizer. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same portfolio organizer and display them together—for example, pulling investment records from both Airtable and Google Sheets at once. Most sources support real-time, two-way sync, so any changes in your organizer or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your portfolio organizer. You can customize the layout, navigation, and content to match your needs or branding. Each page or block can be shown or hidden based on who’s logged in, so each user sees only what’s relevant to their portfolio.
You can also set up different user roles, such as portfolio owner, admin, or collaborator—and define exactly what each role can view or edit. For example, users can see only their assigned portfolios, while admins can manage all portfolio records. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple portfolios or user groups in the same organizer. It helps keep the experience organized, secure, and tailored to each user.
Yes, you can. You don’t need to import data from another platform to start building your portfolio organizer with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your organizer.
But if you already have portfolio data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your portfolio data is structured and displayed in your organizer.
Yes, you can fully white-label your portfolio organizer in Softr. You can use your own logo, brand colors, fonts, and even a custom domain to make your organizer feel like a natural extension of your personal or company brand. You can also remove all Softr branding, so anyone using your portfolio organizer only sees your unique identity throughout the platform.
Absolutely. Softr gives you plenty of flexibility to fine-tune both the design and layout of your portfolio organizer. You can adjust colors, fonts, spacing, and page structure to match your style or brand guidelines. It's easy to choose how each page is arranged, decide which blocks go where, and set up what different users see when they log in.
To display portfolio data, you can use various blocks based on your needs:
\- Table blocks – perfect for showing project lists, holdings, or asset tracking
\- List or Card blocks – great for highlighting investments, project profiles, or resources
\- Detail View – to focus on one portfolio item at a time
\- Forms – for collecting updates or feedback
\- Charts – for visual insights and analytics
\- Calendar blocks – to display important deadlines, meetings, or review dates
If your needs change, you can always update the design and content directly in the visual builder.
Softr is built with security at its core. All data in your portfolio organizer is encrypted both in transit (TLS) and at rest, and your organizer is hosted on secure, reliable infrastructure. Softr also gives you control over user access—you can set up role-based permissions, manage users from your data source, set visibility rules, and apply global restrictions to keep your sensitive portfolio information safe.
If you connect external data sources like Airtable, Notion, or SQL, Softr doesn't store your data—it displays it in real time according to your access rules. You always decide who can view or modify your organizer's data.
Softr follows best practices for authentication, access control, and platform monitoring to help ensure your portfolio data stays protected.
You can get started for free. Softr’s Free plan lets you publish one app, like your portfolio organizer, for up to 10 users and 2 user groups, and supports all standard data sources such as Softr Databases, Airtable, and Google Sheets.
If your portfolio organizer needs to accommodate more users or include additional features, you can explore Softr’s paid plans for expanded capabilities: <http://softr.io/pricing>
Softr is designed to make it simple to build fully functional, user-facing apps—like portfolio organizers, internal dashboards, and project trackers—without needing to code or hire developers. What really sets Softr apart is how quickly you can go from idea to a working organizer, and how seamlessly it connects with your existing data.
Unlike some no-code tools focused mainly on mobile apps or dev-heavy audiences, Softr is geared towards non-technical users who want control over layout, permissions, and user experience. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded organizers that users can log into.
The platform lets you visually customize everything—from content and design to user roles and permissions. With built-in features like forms, conditional logic, and API support, you don’t have to piece together multiple tools to launch a polished portfolio organizer.
Yes. Softr offers a wide variety of integrations so you can connect your portfolio organizer with the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for communication, and automate processes through Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to push data to another system, trigger automations based on user activity, or pull in information from external tools, you can easily build these workflows into your portfolio organizer—no coding required.