Product analytics
Guardfolio
Portfolio risk monitoring and analytics for self-directed investors
Guardfolio aggregates holdings across brokers and detects concentration risk, ETF overlap, and allocation drift with automated alerts when monitored thresholds
Overview
A look at guardfolio.ai
Guardfolio is portfolio risk monitoring software for self-directed investors that combines holdings from multiple brokers into a single view. It analyzes concentration risk, ETF overlap, allocation drift, and volatility using published portfolio theory methodology. After each portfolio sync, Guardfolio checks synchronized holdings against risk metrics and sends email or Telegram alerts when thresholds are crossed. The platform connects read-only to 30+ brokers via Plaid and SnapTrade, supporting stocks, ETFs, mutual funds, and retirement accounts across 41+ exchanges in 32 countries. Guardian Pro includes core monitoring features across 3 accounts, while Guardian Elite expands to 10 accounts and adds crypto tracking.
Feature notes
- 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
Pricing
Pricing model: Freemium
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
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FAQ
- What is Guardfolio?
- Guardfolio is portfolio risk monitoring software for self-directed investors that aggregates holdings across accounts, highlights concentration, ETF overlap, and allocation drift, and sends sync-based alerts on paid plans. US stocks, ETFs, mutual funds, and retirement-account holdings are supported, with crypto tracking on Guardian Elite.
- How does portfolio monitoring work?
- After you connect accounts read-only, Guardfolio checks your portfolio against risk metrics you care about after each sync. You get email and Telegram alerts when drift, concentration, or stress indicators cross practical thresholds.
- What brokerages are supported?
- 30+ brokers and exchanges are supported including Schwab, Fidelity, Vanguard, Robinhood, E*TRADE, TD Ameritrade, IBKR, and more via secure Plaid and SnapTrade connections.
- Is my portfolio data secure?
- Yes. Sensitive connection tokens are encrypted at rest with AES-256-GCM, and data in transit is protected with SSL/TLS. Connections are read-only through Plaid and SnapTrade, and Guardfolio cannot execute trades or access your money.
- Does it work with 401k/IRA?
- Yes. Guardfolio supports 401k, IRA, Roth IRA, SEP IRA, and employer plans from Fidelity, Vanguard, Schwab, and more.
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