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What is Guardfolio?

Guardfolio serves as a comprehensive risk management tool specifically designed for self-directed investors and retirees who are wary of their financial vulnerabilities. It allows users to gain a holistic view of their risk across various accounts, uncover hidden overlaps and concentrations, track changes in allocations, and evaluate portfolio diversification all in one unified platform. Instead of being daunted by the ongoing ups and downs of the market, Guardfolio focuses on delivering practical risk notifications and clear guidance. Users can monitor their investments in diverse assets such as stocks, ETFs, and mutual funds, receive customized rebalancing recommendations, assess the health of their portfolios, and better understand correlation, volatility, and concentration risks over time. This platform is ideally suited for those looking to uphold diversification, reduce the likelihood of unexpected financial disruptions, and confidently rebalance their portfolios without the necessity of daily market monitoring. Additionally, Guardfolio connects in a read-only manner and supports over 50 brokers, exchanges, and wallets, thereby providing a flexible solution for effectively managing investment risks. Consequently, this enables investors to make more informed decisions and enhances their overall financial well-being.

What is Excel Price Feed?

Elevate your Excel experience by incorporating real-time market data seamlessly with the Excel Price Feed Add-in, which introduces over 100 innovative formulas designed for accessing up-to-the-minute, historical, and fundamental market insights. This all-encompassing tool spans various markets, such as equities, stock indices, options, mutual funds, foreign exchange, commodities, and cryptocurrencies. Users benefit from real-time updates for NYSE and NASDAQ, while other global exchanges in Europe, Asia, the Americas, and Australia provide delayed information. The data is obtained from trusted sources like Yahoo Finance and IG Index / IG Markets, ensuring your financial assessments are both precise and dependable. Thanks to this Add-in, diving into market trends is now more efficient and accessible than ever before, making it an invaluable resource for anyone involved in financial analysis. Furthermore, the ease of integration allows users to customize their spreadsheets to suit specific analytical needs.

Media

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Media

Integrations Supported

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

$20/month
Free Trial Offered?

Pricing Information

$10 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Guardfolio

Date Founded

2025

Company Location

United States

Company Website

guardfolio.ai/

Company Facts

Organization Name

Coderun Technologies

Date Founded

2015

Company Location

United Kingdom

Company Website

www.excelpricefeed.com

Categories and Features

Categories and Features

Spreadsheet

Not specified

Stock Portfolio Management

For Investment Advisors
For Traders
Risk Management
Technical Analysis

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