TerminalValue.io_
>>manually approved · 420 tools indexed·since 2026
index / Guardfolio vs Wolfora

>_ Guardfolio vs Wolfora

Guardfolio and Wolfora, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Guardfolio
Wolfora
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 multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.
best for
self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.
pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform
key feature
ETF look-through analysis reveals duplicate holdings hidden inside funds
integrated PEA + brokerage + crypto portfolio tracker for French investors
who uses it
Retail
Retail
asset class
Multi-asset
Multi-asset
function
Portfolio Tracking, Portfolio Management
Portfolio Tracking, Screeners
instruments
Stocks, ETFs, Mutual Funds
Stocks, ETFs
regions
Global
Europe, North America, Global
pricing
$$
FREE-$$
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 Wolfora

wolfora consolidates multi-account wealth (pea, brokerage, crypto, cash) with portfolio tracking, realized/unrealized p&l, and dividend alerts. screens 40,000+ global stocks (us, europe, international) by fundamentals (p/e, margins, growth, 52-week position) and displays upcoming earnings dates filtered by watchlist or portfolio. includes personal finance module, dca simulator, and csv/excel import from brokers.

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.ai
Wolfora
Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.
[↗] visit wolfora.app

See full data, pricing and alternatives on the Guardfolio profile page, or the Wolfora profile page.