Thermostock

Thermostock

Thrive Technologies
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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

With a direct integration to all ERP systems, Thermostock automatically identifies and optimizes low-volume SKUs, allowing buyers to focus on the forecastable A and B items. Automate SKU rationalization Thermostock analyzes recent sales of all your stocked SKUs. It marks those not sold in the last 12 months as nonstock or special orders, ensuring that your non-selling SKUs are not purchased to prevent dead stock. Configure best-practice inventory policies Define policies around the specific goals you want to achieve. Automate Min/Max Thermostock analyzes the latest sales characteristics for each SKU to calculate the optimal Min/Max, sending recommendations back into your ERP. Rebalance Thermostock recommends a monthly rebalance of overstocked low-volume items to other locations that are still selling those items. Data-driven optimization Leveraging AI, continuously learns and improves to provide ongoing optimal inventory recommendations even as sales fluctuate.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail investors

Audience

Wholesale distributors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$20/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Guardfolio
Founded: 2025
United States
guardfolio.ai/

Company Information

Thrive Technologies
Founded: 2001
United States
thrivetech.com

Alternatives

Alternatives

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Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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