index / Guardfolio vs Souppe
>_ Guardfolio vs Souppe
Guardfolio and Souppe, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Guardfolio
Souppe
one-liner
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
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
8-dimension risk scoring with single-security suggestions ranked by strengthening impact
who uses it
Retail
—
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Management, Research
instruments
Stocks, ETFs, Mutual Funds
Stocks, ETFs
regions
Global
North America
pricing
$$
FREE-$
via
web
web
audience
retail
pro · ria
upvotes
0
0
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.aiSouppe
Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
[↗] visit souppe.aiSee full data, pricing and alternatives on the Guardfolio profile page, or the Souppe profile page.