| What it does | Portfolio risk monitoring and analytics for self-directed investors
| Know what changed, who was affected, and what to do next.
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| KR
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| Pricing model | Freemium
| Freemium
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| Pricing | Guardian Pro: $19.99/month or $12.50/month billed annually ($149.99/year); list prices $24.99/month or $15.62/month annually ($187.49/year). Guardian Elite: $39.20/month or $26.60/month billed annually ($319.20/year); list price $33.25/month ($399/year). 7-day free trial with no credit card required
| Free: 10,000 events/month, no payment required. Starter: $12/month (100k events), $8.40/month yearly. Business: $35/month (100k events), $24.50/month yearly. 30% off with yearly billing. Additional pricing tiers: 250k events ($19 Starter, $49 Business monthly), 500k ($29/$65), 1M ($45/$95), 2M ($69/
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| Key features | - Multi-broker portfolio aggregation across read-only connections
- Concentration risk detection with position and sector analysis
- ETF overlap checker showing duplicated holdings
- Email and Telegram alerts when thresholds crossed
- Portfolio health score across five risk dimensions
- Volatility and max drawdown tracking with rolling 30-day analysis
- Support for 401k, IRA, and retirement accounts across major custodians
- Crypto tracking available on Guardian Elite plan
- Global coverage across 32 countries and 41+ exchanges
| - Web and product analytics with funnels, paths, retention and live view
- Private session replay linked to errors
- Browser and server error tracking with source maps and release health
- OpenTelemetry traces, structured logs and profiling
- Feature flags with local evaluation and statistical experiments
- Evaluation runs with graders and quality gates for AI features
- Person profiles, accounts, segments, surveys and lifecycle journeys
- Revenue attribution, ad spend and billing connectors
- Management API and MCP server with agent skills
- AI assistant Pilot for investigation and action with approval
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| What makes it different | - Published methodology with full transparency on how concentration, overlap, drift and volatility are calculated
- Read-only broker connections that cannot execute trades or access money
- ETF look-through analysis revealing hidden exposure across funds
- Sync-based alerts triggered only when thresholds crossed, not on every price tick
- Global multi-country support spanning Americas, Europe, Middle East, Africa and Asia-Pacific
| - Connected analytics: events, replay, errors, traces, flags and revenue in one console with shared identifiers
- AI assistant Pilot that investigates data and proposes actions with user approval
- Integrates with Claude and other MCP clients through Model Context Protocol
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 27 ● no change since last check | 23 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 1 | 0 |
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| Citation Flow (Majestic) | 26 | 22 |
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| Referring domains (Majestic) | 58 | 4 |
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Guardfolio
SaaS Pro Max