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Roadmappy vs Guardfolio

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Roadmappy compared with Guardfolio
DetailRoadmappy logo RoadmappyGuardfolio logo Guardfolio
What it doesAI-native platform that reveals real product opportunities hidden in customer data and helps you build clean, focused roadmaps Portfolio risk monitoring and analytics for self-directed investors
StageNot given Not given
FoundedNot given Not given
Based inCH US
Pricing modelNot given Freemium
PricingStarter: Free. Intelligence: $255/month or $3,060/year (billed yearly). Intelligence+: $638/month or $7,650/year (billed yearly). All plans include unlimited users. Yearly billing saves 15%. 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
Key features
  • Meeting recorder for Zoom, Google Meet and Microsoft Teams calls
  • Integrations with Slack, HubSpot, Salesforce, Intercom, Zendesk and Aircall
  • 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
What makes it different
  • Small team of product managers, not a large company
  • Flat pricing per workspace with unlimited users on every plan
  • Reads all customer data continuously, not just when asked
  • Integration requests usually shipped in days, not quarters
  • 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
Community votes00
DR (Domain Rating by Ahrefs)17 +3 (up) since last check27 no change since last check
Trust Flow (Majestic)31
Citation Flow (Majestic)2326
Referring domains (Majestic)1358

5 details filled in for both companies.

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