Investor Pilot
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Guardfolio
Monitors a DIY investment portfolio for concentration, ETF overlap and allocation drift with alerts.
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Overview
About Guardfolio
Guardfolio connects read-only to brokerage and retirement accounts and shows a combined risk view with a health score. It looks through ETFs to reveal duplicated holdings, analyses sector and stock concentration, tracks drift from target allocation and sends email or Telegram alerts when thresholds are crossed.
What it does
Aggregates investment accounts, analyses portfolio risk and overlap and alerts users when allocations drift beyond their limits.
Where it fits
A monitoring layer above brokerage accounts, used between periodic rebalancing decisions.
Who it suits
Self-directed investors and retirees managing several brokerage or retirement accounts.
Editorial view
Strengths and limitations
Written by our editors to the same standard for every product.
Strengths
- ETF look-through for overlap
- Combined view across accounts
- User-defined alert thresholds
- Broad exchange coverage
Limitations
- Cannot place trades or give personalised advice
- Account limits and crypto support depend on plan
Reviews
What users say
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Community discussions
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Company
About Guardfolio
- Company
- Guardfolio
- Website
- guardfolio.ai
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