Guardfolio

Guardfolio

5.0 out of 5 stars
OnePortfolio

OnePortfolio

5.0 out of 5 stars
Guardfolio OnePortfolio

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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.
OnePortfolio:

About

OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.
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
OnePortfolio:

Platforms Supported

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

Audience

Retail investors
OnePortfolio:

Audience

Investors and traders looking for an intuitive, all-in-one platform to track, analyze, and manage their diverse investment portfolios across multiple brokers and asset classes
Guardfolio:

Support

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

Support

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

API

Offers API Not Supported
OnePortfolio:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
OnePortfolio:

Screenshots and Videos

Guardfolio:

Pricing

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

Pricing

$6 per month (annually)
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version Supported
Free Trial Supported
Guardfolio:

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 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
OnePortfolio:

Pros & Cons from Real Users

Pros

  • Friendly interface that makes portfolio tracking actually enjoyable. Excellent value for the features offered.
  • Very complete dashboard with just the information that I need and I want. Excellent dividend tracker with automatic paid dividends notifications on payment date. Product is updated regularly since they add new features.
  • Easy to use stock portfolio tracker that makes portfolio management simple and efficient. If you have brokers with different currencies it makes everything much easier. Clean, intuitive interface.
  • Well, this portfolio tracker got itself a real clean setup - no frills, just works. Drag and drop your trades is super convenient - assuming your broker's supported. No fuss, no mess. Mobile version is actually pretty decent.
  • Lovely bit of kit with a modern interface that's easy on the eyes. Cuts straight to the point with handpicked simple return and risk KPIs. The dividend tracker does the job well enough.

Cons

  • Automatic trades updates would be really nice to have.
  • I encountered a small bug but the support team fixed it very fast.
  • While it offers a free tier, It could be cheaper....
  • As a few other reviews say, while simplicity is great, I'd like to see a few more detailed metrics sometimes but i get the point.
  • Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS
Guardfolio:

Training

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

Training

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

Company Information

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

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io
Guardfolio:

Alternatives

OnePortfolio:

Alternatives

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OnePortfolio:
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Guardfolio:
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OnePortfolio:
PortfolioTrackr

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Guardfolio:
OnePortfolio:
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Guardfolio:

Categories

OnePortfolio:

Categories

OnePortfolio:

Stock Portfolio Management Features

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

Integrations

No info available.
OnePortfolio:

Integrations

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