Guardfolio

Guardfolio

5.0 out of 5 stars
Guardfolio Riskalyze

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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.
Riskalyze:

About

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.
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
Riskalyze:

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
Riskalyze:

Audience

Financial institutions looking for a risk management system
Guardfolio:

Support

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

Support

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

API

Offers API Not Supported
Riskalyze:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
Riskalyze:

Screenshots and Videos

Guardfolio:

Pricing

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

Pricing

$250 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
Riskalyze:

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:

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
Riskalyze:

Training

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

Company Information

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

Company Information

Riskalyze
Founded: 2011
United States
www.riskalyze.com
Guardfolio:

Alternatives

Riskalyze:

Alternatives

Statmetrics

Statmetrics

5.0 out of 5 stars
Guardfolio:
Zenvesto

Zenvesto

5.0 out of 5 stars
Riskalyze:
Guardfolio:
Diversiview

Diversiview

LENSELL
Riskalyze:
StockMarketEye

StockMarketEye

1.5 out of 5 stars
Guardfolio:
Riskalyze:
Diversiview

Diversiview

LENSELL
Guardfolio:
Riskalyze:
Sharesight

Sharesight

4.0 out of 5 stars
Guardfolio:

Categories

Riskalyze:

Categories

Riskalyze:

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not 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

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Supported

Risk Management Features

Alerts/Notifications Not Supported
Auditing Not Supported
Business Process Control Not Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Not Supported
Dashboard Not Supported
Exceptions Management Not Supported
Internal Controls Management Not Supported
IT Risk Management Not Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Not Supported
Predictive Analytics Not Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Supported
Guardfolio:

Integrations

Asset-Map Not Supported
Blueleaf Not Supported
Charles Schwab Not Supported
CircleBlack Not Supported
Co-Pilot Not Supported
E*TRADE Not Supported
Fidelity Not Supported
MoneyGuide Not Supported
Moneytree Not Supported
Orion Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
SmartOffice Not Supported
SmartOffice Not Supported
TD Ameritrade Not Supported
Wealthbox Not Supported
Yodlee Not Supported
Zapier Not Supported
Riskalyze:

Integrations

Asset-Map Supported
Blueleaf Supported
Charles Schwab Supported
CircleBlack Supported
Co-Pilot Supported
E*TRADE Supported
Fidelity Supported
MoneyGuide Supported
Moneytree Supported
Orion Supported
Redtail CRM Supported
Salesforce Supported
SmartOffice Supported
SmartOffice Supported
TD Ameritrade Supported
Wealthbox Supported
Yodlee Supported
Zapier Supported
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
Riskalyze:
Claim Riskalyze and update features and information
Claim Riskalyze and update features and information