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.

Pricing

Price Starts At:
$20/month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

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Company Facts

Company Name:
Guardfolio
Date Founded:
2025
Company Location:
United States
Company Website:
guardfolio.ai/

Product Details

Deployment
SaaS
Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Guardfolio Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Guardfolio Customer Reviews

Write a Review
  • Reviewer Name: Jack W.
    Position: Engineer
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great experience, very useful

    Date: Apr 06 2026
    Summary

    Every DIY investor should use it to keep track of the investments. You can see all your portfolios combined and see the risk daily

    Positive

    Innovative product that monitor your portfolios. Highly recommended. The 7 day free trial has given me confidence in the platform

    Negative

    Price could be better, besides not all is good and works great

    Read More...
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