Guardfolio

Guardfolio

5.0 out of 5 stars
iLEVEL

iLEVEL

S&P Global
Guardfolio iLEVEL

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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.
iLEVEL:

About

Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.
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
iLEVEL:

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
iLEVEL:

Audience

General partners and limited partners across private equity, venture capital, real estate and private debt
Guardfolio:

Support

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

Support

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

API

Offers API Not Supported
iLEVEL:

API

Offers API Not Supported
Guardfolio:

Screenshots and Videos

No images available
iLEVEL:

Screenshots and Videos

Guardfolio:

Pricing

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

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
iLEVEL:

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
iLEVEL:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Guardfolio:

Company Information

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

Company Information

S&P Global
Founded: 1959
United Kingdom
ihsmarkit.com/products/ilevel.html
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Guardfolio:

Categories

iLEVEL:

Categories

iLEVEL:

Investment Management Features

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

Integrations

5X Not Supported
Blotout Not Supported
Meltano Not Supported
Persefoni Not Supported
Singer Not Supported
iLEVEL:

Integrations

5X Supported
Blotout Supported
Meltano Supported
Persefoni Supported
Singer Supported
Guardfolio:
Claim Guardfolio and update features and information
Claim Guardfolio and update features and information
iLEVEL:
Claim iLEVEL and update features and information
Claim iLEVEL and update features and information