>_ alternatives to Guardfolio
9 portfolio tracking tools that do a similar job to Guardfolio, with the facts side-by-side.
See full data, pricing and features on the Guardfolio profile page.
the tool you're replacing
Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
Multi-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
aggregates holdings across brokerage and retirement accounts (via plaid, snaptrade read-only connections) and flags etf overlap, concentration risk, allocation drift, and volatility after each portfolio sync. performs etf look-through analysis to surface duplicate holdings hidden inside funds across accounts.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Guardfolio (this tool) | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. | FREE free tier | Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month | Retail |
| PortfolioPilot | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ free tier | Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month | Retail |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE free tier | Free $0 | Retail, RIA |
| Wolfora | pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform | FREE-$$ free tier | 14-day free trial €0 · Monthly plan €9.99/month · Annual plan €8.25/month (billed €99/year) | Retail |
| DeepVest | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL free tier | Free $0 · Pro $29.99 | RIA |
| testfolio | investors running portfolio simulations and allocation research with etfs | $? free tier | Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually | Retail |
| Viewfolio | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | paid $49–$99 | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ free tier | — | — |
| RoboPortfolio | automatic drift flags when any position exceeds 2% off target allocation | FREE free tier | — | — |
free alternatives to Guardfolio
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. · Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month
- PortfolioPilot — self-directed investors managing their own portfolios across multiple asset types · Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month
- Portfolio Visualizer — investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. · Free $0
- Wolfora — pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform · 14-day free trial €0 · Monthly plan €9.99/month · Annual plan €8.25/month (billed €99/year)
- DeepVest — financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. · Free $0 · Pro $29.99
- testfolio — investors running portfolio simulations and allocation research with etfs · Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually
- Souppe — 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- RoboPortfolio — automatic drift flags when any position exceeds 2% off target allocation
Guardfolio alternatives for other asset classes
- Astor (Equities) — busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. · Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month
- Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations
- Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- Wolfora— Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.Multi-assetPortfolio TrackingFREE-$$· integrated PEA + brokerage + crypto portfolio tracker for French investors
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.Multi-assetPortfolio Tracking$$· maps institutional research and news directly to portfolio holdings
- Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocationsMulti-assetPortfolio ManagementFREE· automatic drift flags when any position exceeds 2% off target allocation