>_ alternatives to RoboPortfolio
3 portfolio management tools that do a similar job to RoboPortfolio, with the facts side-by-side.
See full data, pricing and features on the RoboPortfolio profile page.
the tool you're replacing
RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
Multi-assetPortfolio ManagementFREE· automatic drift flags when any position exceeds 2% off target allocation
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| RoboPortfolio (this tool) | automatic drift flags when any position exceeds 2% off target allocation | FREE free tier | — | — |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| testfolio | investors running portfolio simulations and allocation research with etfs | $? free tier | Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ free tier | — | — |
free alternatives to RoboPortfolio
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact