Guardfolio

Guardfolio

5.0 out of 5 stars
Guardfolio StockFly

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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.
StockFly:

About

StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.
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
StockFly:

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 Supported
Guardfolio:

Audience

Retail investors
StockFly:

Audience

Individual investors who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.
Guardfolio:

Support

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

Support

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

API

Offers API Not Supported
StockFly:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
StockFly:

Screenshots and Videos

Guardfolio:

Pricing

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

Pricing

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
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
StockFly:

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
StockFly:

Training

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

Company Information

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

Company Information

StockFly
Founded: 2026
United Arab Emirates
stockfly.app
Guardfolio:

Alternatives

StockFly:

Alternatives

Guardfolio:
Zenvesto

Zenvesto

5.0 out of 5 stars
StockFly:
Sharesight

Sharesight

4.0 out of 5 stars
Guardfolio:
Diversiview

Diversiview

LENSELL
StockFly:
Digrin

Digrin

4.3 out of 5 stars
Guardfolio:
StockFly:
Vestiio

Vestiio

Vestiio GmbH
Guardfolio:
StockFly:
Guardfolio:

Categories

StockFly:

Categories

StockFly:

Stock Portfolio Management Features

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

Integrations

Gemini Not Supported
Google Not Supported
Microsoft Excel Not Supported
Yahoo Finance Not Supported
StockFly:

Integrations

Gemini Supported
Google Supported
Microsoft Excel Supported
Yahoo Finance Supported
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
StockFly:
Claim StockFly and update features and information
Claim StockFly and update features and information