TerminalValue.io_
>>manually approved · 474 tools indexed·since 2026
index / DeepVest vs Guardfolio

>_ DeepVest vs Guardfolio

DeepVest and Guardfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.

DeepVest
Guardfolio
one-liner
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.
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
best for
financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation.
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
key feature
Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
ETF look-through analysis reveals duplicate holdings hidden inside funds
who uses it
RIA
Retail
asset class
Multi-asset
Multi-asset
function
Portfolio Management
Portfolio Tracking, Portfolio Management
strategies
Long-Term Investing, Fundamental Analysis
Long-Term Investing, Passive / Index Investing
workflow
Idea Generation, Screening, Research, Valuation
Monitoring
instruments
Stocks, ETFs, Options
Stocks, ETFs, Mutual Funds
regions
North America
Global
pricing
$$$-CALL
$$
plans
Free $0 · Pro $29.99
Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly)
free tier
yes
no
model
freemium
freemium
via
web, api
web
audience
pro · ria
retail
upvotes
2
0

DeepVest vs Guardfolio: key differences

  • DeepVest has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)).
  • Only DeepVest is available via api.
  • DeepVest also covers idea generation, screening, research, valuation in the workflow.
  • Guardfolio also covers monitoring in the workflow.
  • DeepVest lists RIA users; Guardfolio does not.
  • Guardfolio lists Retail users; DeepVest does not.
  • DeepVest is tagged for fundamental analysis.
  • Guardfolio is tagged for passive / index investing.

about DeepVest

ai portfolio-intelligence platform for financial advisors and rias — turns prospect statements into client-ready diagnostics in under 10 minutes, runs backtests across 50+ years of historical data, natural language portfolio optimization with mean-variance and custom constraints, cross-asset research terminal (equities, etfs, crypto, forex, commodities), complete audit trails with timestamps and data sourcing for sec scrutiny.

about 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.

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.
[↗] visit deepvest.ai
Guardfolio
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
[↗] visit guardfolio.ai

See full data, pricing and alternatives on the DeepVest profile page, or the Guardfolio profile page.

[more DeepVest alternatives][more Guardfolio alternatives][← back to index]