Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Guardfolio is a risk management platform tailored for self-directed investors and retirees concerned about their financial exposure. It empowers users to gain insight into their comprehensive risk across multiple accounts, identify hidden overlaps and concentrations, monitor allocation changes, and assess portfolio diversification all in one centralized location. Rather than being overwhelmed by the constant fluctuations of the market, Guardfolio emphasizes practical risk alerts and straightforward guidance. Users can keep track of their investments in stocks, ETFs, mutual funds, and other assets, receive tailored rebalancing advice, evaluate their portfolio's health metrics, and gain a clearer understanding of correlation, volatility, and concentration risks over time. This platform is specially crafted for investors aiming to maintain diversification, minimize unexpected financial shocks, and rebalance their portfolios with assurance, all without the need for daily market checks. Moreover, Guardfolio operates through read-only connections and is compatible with over 50 brokers, exchanges, and wallets, making it a versatile tool for managing investment risks effectively.

Description

The optional feature for data downloading and analysis is designed to seamlessly pull historical prices for stocks, funds, and indices from Yahoo Finance, catering to most exchanges, or can work with data from an external spreadsheet for a comprehensive portfolio assessment. It will compute essential risk metrics, including volatility broken down into active risk, residual risk, and market risk, alongside Beta and R-Squared values for both individual securities and the overall portfolio, as well as the specified index. Additionally, users can visualize historical patterns regarding the volatilities, betas, and prices of individual assets, as well as explore trends in correlations between pairs of assets, offering insights into their stability over various time periods. This graphical representation aids in better understanding the dynamics of the portfolio.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20/month
Free Trial Yes 
Free Version No 

Pricing Details

$129 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Guardfolio

Founded

2025

Country

United States

Website

guardfolio.ai/

Vendor Details

Company Name

Hoadley Trading & Investment Tools

Website

www.hoadley.net/options/develtoolsoptimize.htm

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

Alternatives

Alternatives

Optimizer Reviews

Optimizer

Synertree CMS
Diversiview Reviews

Diversiview

LENSELL
Diversiview Reviews

Diversiview

LENSELL