Guardfolio gives self-directed investors a consolidated view of holdings and portfolio risk. Users can create portfolios manually or connect supported brokerage and retirement accounts through read-only connections. The dashboard covers performance, allocation, concentration, diversification, sector and country exposure, ETF overlap, benchmarks, and alerts for portfolio changes. Guardfolio is informational and educational: it does not trade, manage assets, or provide personalized investment advice, and the listing warns that market data may be delayed or inaccurate. The app is free to download but has expensive in-app options. The current US App Store lists Guardian Pro Yearly at $187.99, Guardian Elite Yearly at $399, Guardian Elite Monthly at $49, and a Guardian Pro option at $24.99 whose billing period is not specified in the listing. Verify access and renewal terms before purchase. Apple's privacy label includes financial information and account-linked usage and identifiers.
Guardfolio: Portfolio Tracker
A portfolio analysis dashboard for holdings, diversification, ETF overlap, and risk across supported accounts.
Overview
A closer look at Guardfolio: Portfolio Tracker.
A closer look
App screenshots
Choose with confidence
The useful details.
What it does
- Combine manually entered portfolios or supported read-only brokerage connections.
- Review holdings, performance, allocation, and exposure by sector, country, asset type, or currency.
- Inspect concentration, diversification gaps, ETF overlap, and portfolio risk scores.
- Compare benchmarks and set alerts for portfolio changes.
A good fit for
- Self-directed investors who want portfolio exposure and ETF overlap analysis in one dashboard.
Worth knowing
- Not investment advice and does not execute trades; data may be delayed or inaccurate. US App Store options include $187.99/year Pro, $399/year or $49/month Elite, plus a $24.99 option with no period shown. Review the privacy label before connecting accounts.
Frequently asked questions
Answers based on the app’s official listing and reviewed information.
What is Guardfolio: Portfolio Tracker used for?
A portfolio analysis dashboard for holdings, diversification, ETF overlap, and risk across supported accounts.
What can you do with Guardfolio: Portfolio Tracker?
Combine manually entered portfolios or supported read-only brokerage connections. Review holdings, performance, allocation, and exposure by sector, country, asset type, or currency. Inspect concentration, diversification gaps, ETF overlap, and portfolio risk scores. Compare benchmarks and set alerts for portfolio changes.
Who is Guardfolio: Portfolio Tracker designed for?
Self-directed investors who want portfolio exposure and ETF overlap analysis in one dashboard.
What should you know before downloading Guardfolio: Portfolio Tracker?
Not investment advice and does not execute trades; data may be delayed or inaccurate. US App Store options include $187.99/year Pro, $399/year or $49/month Elite, plus a $24.99 option with no period shown. Review the privacy label before connecting accounts.
Does Guardfolio: Portfolio Tracker include paid features?
US App Store: Guardian Pro Yearly $187.99, Guardian Elite Yearly $399.00, and Guardian Elite Monthly $49.00. Confirm exact included features and renewal terms in the app.
Which platforms support Guardfolio: Portfolio Tracker?
Greatooly's reviewed app information lists iOS.
Researched from official sources; this is not a hands-on review. Last checked 2026-11-04.
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