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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.

About

Portfolio 360° is an online portfolio-tracking service for individual investors who want to review holdings and investment performance across accounts. It tracks stocks, ETFs, cryptocurrencies and cash, and breaks returns down into realized and unrealized gains, dividends, fees and taxes. Users can record transactions manually, import broker data from CSV or Excel, or connect supported brokerage accounts. Analysis tools include performance charts, contribution and exit analysis, portfolio comparisons and tax reports, with currency conversion for multi-currency portfolios. The service also provides price alerts and exports portfolio data to PDF, Excel or CSV. Portfolio 360° is available through a web interface and mobile apps, with an interface in English and Arabic.

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

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

Audience

Retail investors

Audience

Individual long-term investors who hold stocks, ETFs and crypto across one or more brokers and want to see their real returns after fees, dividends and taxes.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$20/month
Free Version Not Supported
Free Trial Supported

Pricing

$29.57/month
Free plan available. Plus is $29.57/month billed annually. Premium is $56.24/month; billing commitment was not specified. Paid plans include a 7-day free trial.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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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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

Training

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

Training

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

Company Information

Guardfolio
Founded: 2025
United States
guardfolio.ai/

Company Information

Arincen
Founded: 2015
United Arab Emirates
en.arincen.com/portfolio-tracker

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
Interactive Brokers Not Supported
Robinhood Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
Interactive Brokers Supported
Robinhood Supported
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
Claim Portfolio 360° and update features and information
Claim Portfolio 360° and update features and information