How much do Guardfolio and testfolio cost?

Guardfolio: Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly). testfolio: Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually.

What are the main differences between Guardfolio and testfolio?

testfolio has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)). testfolio also covers research, valuation in the workflow.

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.

investors running portfolio simulations and allocation research with etfs

key feature

ETF look-through analysis reveals duplicate holdings hidden inside funds

models rebalancing and cashflows in historical portfolio simulations

who uses it

Retail

asset class

Multi-asset

function

Portfolio Tracking, Portfolio Management

Portfolio Management, Research

strategies

Long-Term Investing, Passive / Index Investing

Passive / Index Investing, Long-Term Investing

workflow

Monitoring

Research, Valuation, Monitoring

instruments

Stocks, ETFs, Mutual Funds

ETFs

regions

Global

—

pricing

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 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually

free tier

yes

model

freemium

—

via

web

audience

retail

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