Guardfolio

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Guardfolio is a Finance tool that provides portfolio risk monitoring and analytics. It helps self-directed investors track holdings across brokers and understand risk signals like concentration and ETF overlap.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Technical

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About

What is Guardfolio?

Guardfolio is an AI-powered portfolio monitoring and analytics tool designed for self-directed investors. It aggregates holdings from over 30 brokers and exchanges into a single view, providing clear signals for various risks including concentration, ETF overlap, and allocation drift. The platform offers continuous monitoring and sends email and Telegram alerts when risk thresholds are crossed. Guardfolio supports stocks, ETFs, mutual funds, and cryptocurrency (on the Elite plan), helping users manage risk and improve portfolio health with institutional-grade insights.

Best used for

Ideal for self-directed investors who need to unify their investment view across multiple brokers, identify hidden risks like concentration and ETF overlap, and receive proactive alerts for allocation drift. Especially valuable for those seeking institutional-grade risk management tools without a financial advisor.

Common actions

monitor portfolio risk

track investments

analyze portfolio concentration

detect ETF overlap

receive risk alerts

fintechInvesting

Capabilities

Key features

Cross-broker portfolio aggregation
Concentration risk monitoring
ETF overlap detection
Allocation drift alerts
Volatility analysis
Email and Telegram alerts

Target Audience

retiree

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid

Not publicly disclosed. Check guardfolio.ai for current pricing.

FAQs

What types of assets does Guardfolio support?

Guardfolio supports stocks, ETFs, and mutual funds listed on over 39 exchanges across 30 countries. The Guardian Elite plan also includes support for cryptocurrency tracking from exchanges like Coinbase and Kraken, alongside traditional assets.

How does Guardfolio ensure the security of my portfolio data?

Guardfolio uses bank-level encryption and read-only connections via secure Plaid and SnapTrade infrastructure. This means Guardfolio can view your holdings for analysis but cannot execute trades or access your money, ensuring your assets remain secure.

What is the difference between the free and paid Guardfolio plans?

The free Guardian plan offers a basic online risk report. Paid plans, Guardian Pro and Guardian Elite, add full portfolio monitoring, continuous risk checks, and proactive alerts via email and Telegram for issues like concentration, drift, and volatility.

Can Guardfolio help me manage concentration risk in my portfolio?

Yes, Guardfolio is designed to detect concentration risk by rolling up positions and fund look-through exposure. It highlights true weights by sector and security, flags overlap between ETFs and stocks, and alerts you when correlated holdings move together, even if your portfolio appears diversified.

Does Guardfolio work with 401k and IRA accounts?

Yes, Guardfolio supports various retirement accounts including 401k, IRA, Roth IRA, SEP IRA, and employer plans. It connects with major providers like Fidelity, Vanguard, and Schwab to give you a comprehensive view of your entire investment landscape.

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Data & Analytics › Real-Time Analytics

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