index / Guardfolio vs testfolio
>_ Guardfolio vs testfolio
Guardfolio and testfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Guardfolio
testfolio
one-liner
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
best for
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
backtesting ETF portfolios with customizable rebalancing and cashflow assumptions
key feature
ETF look-through analysis reveals duplicate holdings hidden inside funds
models rebalancing and cashflows in historical portfolio simulations
who uses it
Retail
Retail
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Management, Research
instruments
Stocks, ETFs, Mutual Funds
ETFs
regions
Global
—
pricing
$$
$?
via
web
web
audience
retail
retail
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.
about testfolio
testfolio is a web-based backtesting tool for ETF portfolios. it models asset allocation comparisons, rebalancing scenarios, and cashflow impacts using historical data, displaying risk-return metrics over time.
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.aitestfolio
Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.
[↗] visit testfol.ioSee full data, pricing and alternatives on the Guardfolio profile page, or the testfolio profile page.