How much do Guardfolio and Portfolio Visualizer cost?

Guardfolio: $$. Portfolio Visualizer: FREE.

index / Guardfolio vs Portfolio Visualizer

>_ Guardfolio vs Portfolio Visualizer

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

Guardfolio

Portfolio Visualizer

one-liner

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.

best for

self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.

investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes.

key feature

ETF look-through analysis reveals duplicate holdings hidden inside funds

Free 35+yr backtests across funds and asset classes

who uses it

Retail

Retail, RIA

asset class

Multi-asset

function

Portfolio Tracking, Portfolio Management

Portfolio Tracking

instruments

Stocks, ETFs, Mutual Funds

—

regions

Global

—

pricing

FREE

via

web

audience

retail

—

upvotes

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.

about Portfolio Visualizer

free backtesting and portfolio analysis platform for simulating investment strategies using historical data back to 1987. tools include asset allocation backtesting, monte carlo simulation, efficient frontier optimization, factor analysis, and tactical asset allocation models. supports mutual funds, etfs, equities, and custom asset classes with reporting features.

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

Portfolio Visualizer

Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.

[↗] visit portfoliovisualizer.com

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

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