Audience

Retail investors

About Guardfolio

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.

Pricing

Starting Price:
$20/month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

Guardfolio
Founded: 2025
United States
guardfolio.ai/

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Product Details

Platforms Supported
Cloud
Support
24/7 Live Support
Online

Guardfolio Frequently Asked Questions

Q: What kinds of users and organization types does Guardfolio work with?
Q: What languages does Guardfolio support in their product?
Q: What kind of support options does Guardfolio offer?
Q: Does Guardfolio offer a free trial?
Q: How much does Guardfolio cost?

Guardfolio Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

Guardfolio Verified User Reviews

Write a Review
  • Jack W.
    Engineer
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great experience, very useful "

    Posted 2026-04-06

    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

    Overall: Every DIY investor should use it to keep track of the investments. You can see all your portfolios combined and see the risk daily

    Read More...
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