>_ Guardfolio
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.
best for
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
typical workflow position
monitoring
key featureETF look-through analysis reveals duplicate holdings hidden inside funds
asset classMulti-asset
pricing$$
modelfreemium
added1mo ago
upvotes0
viaweb
instrumentsStocks, ETFs, Mutual Funds
regionsGlobal
audienceretail
user baseRetail
pricing
verified Jul 2026
Guardian Pro$20.99/mo (annual) or $29.99/mo (monthly)
Guardian Elite$28.91/mo (annual promotional) or $59/mo (monthly)
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