Guardfolio
portfolio risk monitor that reveals exposure, and drift across all your accounts
Guardfolio helps investors understand the real risk inside their portfolios—not just whether their stocks went up or down. Users can upload a CSV, enter holdings manually, or connect supported brokerage accounts. Guardfolio then analyzes:
Asset-class, sector, country, and regional exposure Hidden ETF and fund overlap Concentration risk Correlations, volatility, and drawdowns Portfolio drift versus target allocations Data-quality and synchronization warnings Rebalancing ideas and personalized risk alerts
The product is read-only: it does not trade or move money. Its goal is to give investors a transparent, explainable view of what they actually own and where their portfolio may be vulnerable.
Built by Elad Nahum.
- Category
- Fintech
- Location
- United States
- Funding stage
- Bootstrapped