Finapolis

Finapolis

Finapolis Inc
Guardfolio

Guardfolio

5.0 out of 5 stars
Finapolis Guardfolio

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Finapolis:

About

Finapolis brings stock research and portfolio management together in one web application, built for self-directed investors and small investment firms working with US stocks. Screener filters US stocks and ETFs by sector, proprietary grades and 26 fundamental metrics, and includes a collar options screener. Analyzer covers financial statements, peer comparisons and an editable discounted cash flow (DCF) model. Reporter produces equity research reports on public companies, each listing the filings and earnings-call transcripts it draws on. Trader builds multi-leg options strategies with Black-Scholes pricing, the Greeks and options-overlay backtests. Portfolio tracks brokerage-synced holdings with risk metrics, rebalancing and tax-loss harvesting candidates. Napoli, the built-in AI assistant, runs screens, analysis and portfolio checks from plain-language requests. Finapolis is not a brokerage and does not give investment advice. 14-day free trial, no credit card required.
Guardfolio:

About

Guardfolio is a portfolio risk monitoring platform built for self-directed investors and risk-conscious retirees. It helps users see their true exposure across all accounts, uncover hidden concentration and overlap, track allocation drift, and monitor portfolio diversification in one place. Instead of constant market noise, Guardfolio focuses on actionable risk alerts and plain-language guidance. Users can monitor stocks, ETFs, mutual funds, and other holdings, receive rebalancing recommendations, review portfolio health scores, and better understand correlation, volatility, and concentration risk over time. Guardfolio is designed for investors who want to stay diversified, reduce unpleasant surprises, and rebalance with confidence without checking the market every day. The platform uses read-only connections and supports 50+ brokers, exchanges, and wallets.
Finapolis:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Guardfolio:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Finapolis:

Audience

Self-directed investors who pick individual US stocks, tax-aware investors who manage their own accounts, and boutique investment firms doing internal research
Guardfolio:

Audience

Retail investors
Finapolis:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Guardfolio:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Finapolis:

API

Offers API Not Supported
Guardfolio:

API

Offers API Not Supported
Finapolis:

Screenshots and Videos

No images available
Guardfolio:

Screenshots and Videos

No images available
Finapolis:

Pricing

$79/month/user
Pro plan: $79 per month per user, billed annually. 14-day free trial, no credit card required.
Free Version Not Supported
Free Trial Supported
Guardfolio:

Pricing

$20/month
Free Version Not Supported
Free Trial Supported
Finapolis:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Guardfolio:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Guardfolio:

Pros & Cons from Real Users

Pros

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

Cons

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

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Guardfolio:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Finapolis:

Company Information

Finapolis Inc
Founded: 2025
United States
www.finapolis.com
Guardfolio:

Company Information

Guardfolio
Founded: 2025
United States
guardfolio.ai/
Finapolis:

Alternatives

Stock Rover

Stock Rover

4.0 out of 5 stars
Guardfolio:

Alternatives

Finapolis:
Trade Brains Portal

Trade Brains Portal

Trade Brains
Guardfolio:
Zenvesto

Zenvesto

5.0 out of 5 stars
Finapolis:
Guardfolio:
Diversiview

Diversiview

LENSELL
Finapolis:
Guardfolio:
Finapolis:
Guardfolio:
Finapolis:

Categories

Stock Analysis Supported
Guardfolio:

Categories

Finapolis:

Integrations

No info available.
Guardfolio:

Integrations

No info available.
Finapolis:
Claim Finapolis and update features and information
Claim Finapolis and update features and information
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information