Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

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

Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

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

$8 per month
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
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

Portseido

Founded

2021

Country

Thailand

Website

www.portseido.com

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

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 

Alternatives

Alternatives

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