Built for self-directed investors
Use Guardfolio when your money is spread across brokers, retirement accounts, and ETFs, and you want one risk view.
What Guardfolio shows you
See duplicated holdings inside ETFs, concentration across stocks and sectors, allocation drift, and changes that deserve your attention.
How we calculate scores and alerts → · Security & data handling →
For example
You may own Apple directly, inside VTI, and inside QQQ. Guardfolio shows the true combined exposure.
Published definitions - same pipeline as the free risk report
Every metric, score, and alert uses definitions we publish openly, so you can check exactly how each number is calculated. Nothing is hidden or proprietary.
Hidden ETF overlap can concentrate risk. We surface overlap you cannot see from ticker rows alone.
Know when allocation drifts, concentration creeps, or drawdown risk rises, so you can rebalance deliberately.
No price spam, pings when something crosses the guardrails you set.
Allocation, health score, and open risk items together, no broker spreadsheets. Deep dives: portfolio analytics and ongoing monitoring; longer reads on the blog.
Volatility, concentration, risk-adjusted return, and health score, so you know if your risk is worth it.
Next: Unified tracker · Analytics · Free risk snapshot
Each page does one job clearly. Together they cover everything from seeing what you own to acting when something drifts.
Real, unedited reviews from Guardfolio users on Trustpilot.
Guardfolio provides monitoring and educational analytics, not personalized investment advice. Alerts help you decide what to research next; they are not buy/sell recommendations.
"I was an early adopter of Guardfolio, and I've been using it to analyze and monitor my investment portfolio for a while now. What stood out to me early on is that it focuses on risk exposure, concentration, and diversification, not just basic performance metrics."
Guardfolio user
Trustpilot review
"I've been using Guardfolio for a while now and I'm genuinely impressed. The feature I appreciate most is the sector allocation alerts. They make it really easy to see when my portfolio is getting too concentrated in one sector, which has helped me stay balanced without constantly checking everything myself."
Guardfolio user
Trustpilot review
"This has been super helpful for my investments and understanding the exposure I have across assets."
Guardfolio user
Trustpilot review
Built by Moshe (CTO) and Elad (CEO), Moshe from large-scale financial data infrastructure, Elad focused on portfolio risk for self-directed investors. Household portfolios deserve institutional rigor, without the noise.
Our story →Connections use established aggregators (e.g. Plaid, SnapTrade) with read-only access, we never see or store your broker password. Retention, deletion, and subprocessors are described in the Privacy Policy and Security sections.
Global coverage - now live
Guardfolio is no longer US-only. Monitor risk across major exchanges in the Americas, Europe, Middle East, and Asia-Pacific.
See all 39+ supported exchanges →Simple plans with full monitoring. Choose monthly or annual billing.
Annual saves about 30%.
Introductory pricing may be available at checkout for a limited time. If your offer includes an extra discount, enter code
EARLYBIRD
in the promo field when you subscribe.
No credit card required · No automatic charge
No credit card required · No automatic charge
Questions about which plan fits you? Learn how portfolio monitoring works or read about common portfolio risks.
* Crossed-out amounts are reference list prices. Shown prices may reflect introductory or promotional rates for new subscriptions; details appear at checkout and in your order confirmation. When an offer applies, you may enter code EARLYBIRD at checkout as described above. Promotional pricing (when offered) is time-limited and may change, see Terms. All prices in USD; taxes may apply.
What Guardfolio Monitors
A portfolio risk monitoring platform helps investors track concentration, ETF overlap, allocation drift, volatility, and diversification across accounts. Guardfolio combines a read-only holdings view with risk signals and alerts so hidden exposure is visible before it becomes a larger drawdown.
Everything you need to know about Guardfolio
Still have questions?
Contact SupportLearn how to protect your portfolio with our expert guides on risk management, portfolio monitoring, and investment strategies.
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Essential strategies for effective portfolio monitoring and risk detection.
Learn how to identify and manage risks in your 401k and retirement accounts.
Compare & alternatives
See Guardfolio next to trackers, robo-advisors, and risk tools in one place, including overlap, monitoring, and pricing angles.
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