Related Products
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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.
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About
Stock Portfolio Tracker is an innovative stock portfolio tracking platform built for long-term investors who seek precision and clarity. With over 30 years of historical data, it empowers users to track a wide range of assets such as stocks, ETFs, forex, crypto, bonds, and mutual funds across 85 exchanges and 250,000+ holdings. Our platform delivers advanced analytics and seamless synchronization of corporate actions, including dividends and splits, ensuring accurate insights. Using a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker calculates performance with a high degree of accuracy that reflects the real impact of cash flows over time. By providing powerful tools for performance monitoring and portfolio optimization, Stock Portfolio Tracker helps investors better understand their results and track their portfolios with greater clarity.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Retail investors
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Audience
Retail investors, accountants, financial advisors, CFOs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$20/month
Free Version
Free Trial
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Pricing
$4.99 per month (annually)
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGuardfolio
Founded: 2025
United States
guardfolio.ai/
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Company InformationStock Portfolio Tracker
Founded: 2022
United Kingdom
stockportfoliotracker.app/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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