About Guardfolio

Institutional risk tools,
built for everyone.

Built by a portfolio management veteran and senior engineer, Guardfolio gives retail investors the alerts and portfolio intelligence that used to be reserved for institutions.

17+ Years in
Portfolio Management

The Co-Founders

Elad Nahum, Co-Founder & CEO of Guardfolio
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Elad Nahum

Co-Founder & CEO · Guardfolio

BA Economics MBA Entrepreneurship 17+ yrs Portfolio Management

Before building Guardfolio, Elad Nahum worked as a financial advisor and pension fund consultant in Israel. That experience gave him a front-row seat to how much everyday investors struggled to understand their actual risk exposure across accounts.

With 17+ years managing portfolios across equities, crypto, and alternatives, and 10 years of programming experience, he leads product strategy and financial methodology at Guardfolio.

17+ Years Investing
MBA Entrepreneurship
10+ Years Coding
Moshe Cohen Pur, Co-Founder & CTO of Guardfolio
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Moshe Cohen Pur

Co-Founder & CTO · Guardfolio

Platform Architecture Complex Financial Systems Real-Time Infrastructure

Moshe brings 10+ years in software engineering and over 7 years of hands-on experience in financial markets. He has built high-throughput, mission-critical systems and integrated machine learning models into production-grade pipelines, with a strong focus on secure infrastructure and scale.

At Guardfolio, he is responsible for real-time portfolio monitoring, financial data pipelines, broker integrations, and the risk alert engine, giving investors continuous visibility into portfolio risk and performance.

10+ Yrs Engineering
7+ Yrs Markets
Complex Financial Systems

Why We Built Guardfolio

Retail investors deserve
better risk tools.

Most investors don't know their real concentration risk, don't track volatility, and only find out about problems after the damage is done. We built Guardfolio to change that.

Concentrated vs diversified portfolio risk
01

For Retail Investors

No need for deep pockets. You get the same level of oversight that institutions use to protect their portfolios — without the institutional price tag.

Guardfolio risk monitoring dashboard
02

Alerts & Data

Health scores, concentration risk, volatility warnings, and performance insights — delivered as real-time alerts so you act before problems grow.

Portfolio risk monitoring and health scores
03

Methodology-Driven

Every risk score and alert is grounded in established portfolio theory — concentration thresholds, volatility bands, and correlation analysis refined over 17 years of real investing.

How Our Risk Scoring Works

Transparent methodology,
not a black box.

Every score, alert, and recommendation Guardfolio produces is grounded in established portfolio theory — not opaque black-box guesswork. Here's what we measure and why.

Concentration Risk

Single-position & sector thresholds

We flag when any single holding exceeds 10% of your portfolio, or when a sector exceeds 30% — thresholds consistent with institutional risk management guidelines. You choose your own tolerance bands in settings.

Volatility Alerts

Rolling 30-day volatility vs. your baseline

Portfolio volatility is calculated on a rolling 30-day window and compared to your personal baseline. Alerts trigger when volatility rises significantly above your historical norm — not arbitrary fixed thresholds.

Health Score

Composite score across 5 risk dimensions

The Portfolio Health Score weights concentration, diversification, volatility, correlation, and allocation drift. Each dimension is scored 0–100 and combined into a single actionable number — updated daily.

Not financial advice. Guardfolio is a portfolio monitoring and analytics tool. It does not provide personalized investment advice and is not a licensed financial advisory service. Always consult a qualified financial professional before making investment decisions.

Our Mission

What drives every decision we make

From features we build to alerts we send — the mission guides it all.

"To give retail investors the tools to manage risk better and improve portfolio performance."

With a focused team and strong analytics, we built Guardfolio to deliver the alerts and data you need — health scores, concentration risk, volatility warnings, and performance insights — so you can act before problems turn into losses.

Whether you're in stocks, ETFs, mutual funds, crypto, or retirement accounts, you get oversight that used to be reserved for institutions.

What We Stand For

A platform built to deliver.

Alerts That Matter

Our validation system checks every alert so you only see what's real. We filter the noise so you can focus on actual risk.

Real-Time Data

Early warnings before small problems become big losses. The data you need, when you need it.

Transparency

Clear pricing, honest risk assessments, explainable logic. You get a clear view of where your portfolio stands.

For Everyone

Free risk report, affordable tiers, and support when you need it. Institutional-grade tools for every investor.

Ready to manage risk better?

Get the alerts and data your portfolio needs.

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