Guardfolio

Guardfolio

5.0 out of 5 stars
Write-Up

Write-Up

TJPS Software
Guardfolio Write-Up

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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.
Write-Up:

About

Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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
Write-Up:

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
Write-Up:

Audience

Companies and professionals searching for a stock portfolio accounting solution
Guardfolio:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Write-Up:

Support

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

API

Offers API Not Supported
Write-Up:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
Write-Up:

Screenshots and Videos

Guardfolio:

Pricing

$20/month
Free Version Not Supported
Free Trial Supported
Write-Up:

Pricing

No information available.
Free Version Not 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
Write-Up:

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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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
Write-Up:

Training

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

Company Information

Guardfolio
Founded: 2025
United States
guardfolio.ai/
Write-Up:

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp
Guardfolio:

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Guardfolio:

Categories

Write-Up:

Categories

Write-Up:

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 Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported
Guardfolio:

Integrations

No info available.
Write-Up:

Integrations

No info available.
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
Write-Up:
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Claim Write-Up and update features and information