Banking and debt
Track balances, credit cards, and debts with the details you need close at hand.
Private final testing
Your financial life,in one clear view.
Sarfolio brings cash, bills, pay periods, debt, investments, and rule-based automation into one focused workspace—so you can understand where things stand and what comes next.
Sign in to SarfolioInvitation-only access · No public registration
One workspace
A connected view across everyday finances and investing.
Your data
Every invited account has its own private financial records.
Guarded access
Sensitive investment tools stay behind explicit controls.
Built for the whole picture
Less switching. More clarity.
See the parts of your financial life together while keeping each area useful on its own.
Bills and pay periods
Organize recurring expenses around when income arrives and follow what is still due.
Investment visibility
Connect an eligible Alpaca account to bring portfolio activity into the same workspace.
AI-assisted auto-investing
You choose the eligible investments, cash floor, spending caps, and safety rules. Sarfolio operates only within the limits you set.
Sarfolio is not available to the general public.
We are currently working with a small group of invited testers while final product, security, and compliance work is completed.