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What is Hoadley Portfolio Optimizer?

The optional functionality for downloading and analyzing data is crafted to effortlessly retrieve historical prices for stocks, funds, and indices from Yahoo Finance, supporting a variety of exchanges, or it can utilize data from an external spreadsheet for an in-depth portfolio evaluation. It calculates vital risk metrics such as volatility, categorized into active risk, residual risk, and market risk, while also providing Beta and R-Squared values for both specific securities and the overall portfolio, in addition to the chosen index. Moreover, users have the ability to visualize historical trends concerning the volatilities, betas, and prices of individual assets, as well as examine correlation trends between pairs of assets, which offers valuable insights into their stability across different time frames. This graphical representation not only enhances the understanding of portfolio dynamics but also empowers users to make more informed investment decisions based on their findings. Ultimately, these tools facilitate a deeper comprehension of market behavior and risk assessment.

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.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$129 one-time payment

Pricing Information

$20/month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Hoadley Trading & Investment Tools

Company Website

www.hoadley.net/options/develtoolsoptimize.htm

Company Facts

Organization Name

Guardfolio

Date Founded

2025

Company Location

United States

Company Website

guardfolio.ai/

Categories and Features

Financial Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks

Categories and Features

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