index / Guardfolio vs SigVest
>_ Guardfolio vs SigVest
Guardfolio and SigVest, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Guardfolio
SigVest
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 specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.
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
24/7 AI agent monitoring with drift detection and unified feed alerts
who uses it
Retail
—
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
AI Agents, Portfolio Tracking
strategies
Long-Term Investing, Passive / Index Investing
Long-Term Investing, Fundamental Analysis
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
freemium
via
web
web, mcp
audience
retail
retail
upvotes
0
0
Guardfolio vs SigVest: key differences
- SigVest has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)).
- Only SigVest is available via mcp.
- Guardfolio also covers monitoring in the workflow.
- Guardfolio lists Retail users; SigVest does not.
- Guardfolio is tagged for passive / index investing.
- SigVest is tagged for fundamental analysis.
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.aiSigVest
Provides specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.
[↗] visit getsigvest.comSee full data, pricing and alternatives on the Guardfolio profile page, or the SigVest profile page.