index / Guardfolio vs RoboPortfolio
>_ Guardfolio vs RoboPortfolio
Guardfolio and RoboPortfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Guardfolio
RoboPortfolio
one-liner
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
best for
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
—
key feature
ETF look-through analysis reveals duplicate holdings hidden inside funds
automatic drift flags when any position exceeds 2% off target allocation
who uses it
Retail
—
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Management, Portfolio Tracking
strategies
Long-Term Investing, Passive / Index Investing
Passive / Index Investing, Long-Term Investing
workflow
Monitoring
—
instruments
Stocks, ETFs, Mutual Funds
Stocks, ETFs
regions
Global
—
pricing
$$
FREE
plans
Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly)
—
free tier
no
yes
model
freemium
free
via
web
web
audience
retail
retail
upvotes
0
0
Guardfolio vs RoboPortfolio: key differences
- RoboPortfolio has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)).
- Guardfolio also covers monitoring in the workflow.
- Guardfolio lists Retail users; RoboPortfolio does not.
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.
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.aiRoboPortfolio
Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
[↗] visit devsinvest.comSee full data, pricing and alternatives on the Guardfolio profile page, or the RoboPortfolio profile page.