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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
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Tracking
strategies
Long-Term Investing, Passive / Index Investing
Long-Term Investing, Passive / Index Investing, Quant / Systematic
workflow
Monitoring
Research, Valuation, Monitoring
instruments
Stocks, ETFs, Mutual Funds
—
regions
Global
—
pricing
$$
FREE
plans
Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly)
Free $0
free tier
no
yes
model
freemium
—
via
web
web
audience
retail
—
upvotes
0
0

Guardfolio vs Portfolio Visualizer: key differences

  • Portfolio Visualizer has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)).
  • Portfolio Visualizer also covers research, valuation in the workflow.
  • Portfolio Visualizer lists RIA users; Guardfolio does not.
  • Portfolio Visualizer is tagged for quant / systematic.

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.

[more Guardfolio alternatives][more Portfolio Visualizer alternatives][← back to index]