index / Guardfolio vs Viewfolio
>_ Guardfolio vs Viewfolio
Guardfolio and Viewfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Guardfolio
Viewfolio
one-liner
Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
best for
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
long-term investors tracking assets and following institutional research mapped to their holdings
key feature
ETF look-through analysis reveals duplicate holdings hidden inside funds
maps institutional research and news directly to portfolio holdings
who uses it
Retail
Retail
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Tracking, Research
instruments
Stocks, ETFs, Mutual Funds
Stocks, 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 Viewfolio
tracks portfolio performance, visualizes risk, and maps institutional research and news directly to holdings. web-based tool for monitoring multi-asset portfolios (stocks, etfs) with charting and position-level news aggregation.
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.aiViewfolio
Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
[↗] visit viewfolio.coSee full data, pricing and alternatives on the Guardfolio profile page, or the Viewfolio profile page.