Guardfolio

Guardfolio is a portfolio risk monitoring and analytics platform designed to help investors track and understand the risks associated with their investments. The product provides a comprehensive view of a user's portfolio, including stocks, ETFs, mutual funds, and retirement accounts, by consolidating data across multiple brokerages. Guardfolio enables users to monitor critical metrics such as concentration risk, ETF overlap, and allocation drift, allowing for informed decision-making regarding their investment strategies. The platform offers a free risk snapshot to help users get started with…