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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
strategies
Long-Term Investing, Passive / Index Investing
Fundamental Analysis, Dividend Investing, Long-Term Investing
workflow
Monitoring
Idea Generation, Screening, Monitoring
instruments
Stocks, ETFs, Mutual Funds
Stocks, ETFs
regions
Global
Europe, North America, Global
pricing
$$
FREE-$$
plans
Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly)
14-day free trial €0 · Monthly plan €9.99/month · Annual plan €8.25/month (billed €99/year)
free tier
no
yes
model
freemium
freemium
via
web
web
audience
retail
retail
upvotes
0
0

Guardfolio vs Wolfora: key differences

  • Wolfora has a free tier; Guardfolio is $$ (from Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly)).
  • Wolfora also covers idea generation, screening in the workflow.
  • Guardfolio is tagged for passive / index investing.
  • Wolfora is tagged for fundamental analysis, dividend investing.

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.

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