Guardfolio

See your whole portfolio and understand the risk. Guardfolio gives self-directed investors a unified, read-only view of all their accounts and flags concentration, overlap, allocation drift, and drawdown risk. It connects across brokers and retirement accounts, computes transparent metrics with published definitions, and sends quiet alerts when thresholds are crossed. Start with a free risk snapshot, then enable ongoing monitoring across global markets with optional rebalancing ideas to keep risk within guardrails you set. View startup

Guardfolio gives self-directed investors a unified, read-only view of all their accounts and flags concentration, overlap, allocation drift, and drawdown risk. It connects across brokers and retirement accounts, computes transparent metrics with published definitions, and sends quiet alerts when thresholds are crossed. Start with a free risk snapshot, then enable ongoing monitoring across global markets with optional rebalancing ideas to keep risk within guardrails you set. View startup