What you own, where risk builds, and when it needs attention— free risk snapshot.
✓ 7-day free trial · ✓ No broker login · ✓ Cancel anytime
Why investors switch to Guardfolio
Most trackers show what you own. Guardfolio shows what you're exposed to — overlap, drift, and concentration building quietly over time.
How we calculate scores and alerts → · Security & data handling →
Published definitions — same pipeline as the free risk report
Every metric — volatility, concentration, overlap, health score — has a published definition. The free risk snapshot uses the same pipeline.
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.
~2 min setup · free trial · How it works
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.
DIY investors and professionals monitor drift, overlap, and concentration—so reviews follow data, not headlines.
Guardfolio provides monitoring and educational analytics—not personalized investment advice. Alerts help you decide what to research next; they are not buy/sell recommendations.
"Finally, my 401k, IRA, and taxable in one view. I saw my US large-cap allocation had drifted to 70%—rebalanced back to my plan and sleep better knowing I'm not overconcentrated."
Daniel R.
DIY index investor · Verified user
"I don't want to watch the market. I want to know when my allocation drifts or risk creeps up so I can rebalance. Guardfolio does exactly that—alerts when it matters, quiet the rest of the time."
Sarah K.
Boglehead-style ETF investor · Verified user
"In retirement, drawdowns matter more. The health score tells me when I'm taking more risk than I intended—and the plain-English checklist helps me discuss changes with my plan, not replace it."
Michael L.
Risk-conscious retiree · Verified user
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 →From a free risk snapshot to full monitoring—pick monthly or annual billing.
Annual saves about 30% on Pro & Elite.
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.
Perfect for getting started
Clear risk view, ongoing monitoring, and optional rebalancing suggestions based on your rules—not personalized advice.
Built for complex portfolios & professionals
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.
Discover the hidden risks that catch investors off guard and learn how to protect your portfolio.
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.
7-day free trial · Cancel anytime
