Guardfolio: Portfolio Tracker

See what your portfolio is really exposed to.

Guardfolio is a portfolio tracker and risk dashboard for self-directed investors. Connect your portfolios to uncover hidden concentration, ETF overlap, allocation drift, and diversification gaps across stocks, ETFs, mutual funds, and other holdings.

Your brokerage account shows what you own. Guardfolio helps you understand how those holdings add up across your entire portfolio.

Many investors hold several stocks, funds, and ETFs but may still have significant exposure to the same companies, sectors, countries, or asset classes. Guardfolio helps make those risks easier to see in one place.

With Guardfolio, you can:

• Monitor portfolio concentration and diversification
• Identify overlapping holdings across ETFs and funds
• Review underlying stock exposure across your portfolio
• See sector, country, and asset-class exposure
• Track allocation drift as your portfolio changes
• Follow portfolio risk alerts from a mobile dashboard
• View connected portfolios in one clearer overview

Guardfolio is built for long-term, self-directed investors who want to stay informed without manually reviewing every account, fund, and ETF holding.

Whether you invest in individual stocks, ETFs, mutual funds, or a mix of portfolios, Guardfolio gives you a clearer view of risks that may not be obvious from your brokerage account alone.

Important disclosure

Guardfolio provides educational portfolio analytics and risk-monitoring tools only. Guardfolio does not provide investment, financial, tax, or legal advice. The app does not execute trades and does not recommend buying, selling, holding, or rebalancing any security. Portfolio data and analytics are provided for informational purposes only.