Guardfolio

Guardfolio

5.0 out of 5 stars
Guardfolio HiddenLevers

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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.
HiddenLevers:

About

Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.
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
HiddenLevers:

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:

Audience

Retail investors
HiddenLevers:

Audience

Anyone searching for a Stock Portfolio Management platform
Guardfolio:

Support

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

Support

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

API

Offers API Not Supported
HiddenLevers:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
HiddenLevers:

Screenshots and Videos

Guardfolio:

Pricing

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

Pricing

$300 per user per month
Free Version Not Supported
Free Trial Not Supported
Guardfolio:

Reviews/Ratings

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

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:

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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
Guardfolio:

Training

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

Training

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

Company Information

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

Company Information

HiddenLevers
United States
www.hiddenlevers.com
Guardfolio:

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HiddenLevers:

Alternatives

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HiddenLevers:
Guardfolio:
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HiddenLevers:
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Guardfolio:
HiddenLevers:
MarketRisk

MarketRisk

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Guardfolio:
HiddenLevers:
Guardfolio:

Categories

HiddenLevers:

Categories

HiddenLevers:

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported
Guardfolio:

Integrations

Addepar Not Supported
HiddenLevers:

Integrations

Addepar Supported
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
HiddenLevers:
Claim HiddenLevers and update features and information
Claim HiddenLevers and update features and information