Why We Built Guardfolio
Retail investors deserve tools that help them manage risk and improve performance. We created that platform.
For Retail Investors
We built Guardfolio for everyday investors who want to manage risk better. No need for deep pockets—you get the same level of oversight that institutions use to protect their portfolios.
Alerts & Data
The platform delivers real-time alerts and the data you need: health scores, concentration risk, volatility warnings, and performance insights. Act before problems grow.
AI & Small Team
With AI and a small team, we were able to build a platform that connects to your accounts, monitors risk continuously, and improves over time—without the overhead of a large institution.
Meet the Founder
Behind Guardfolio is a small team with deep experience in portfolio management. The founder brings 17+ years across equities, crypto, and alternatives—and built this platform so retail investors can manage risk and improve performance too.
17+ years in portfolio management across equities, crypto, and alternatives, plus 10 years of programming experience. BA in Economics, MBA in Entrepreneurship. Built Guardfolio with a small team and AI to give retail investors the alerts and data needed to manage risk and improve portfolio performance.
LinkedInOur Mission
To give retail investors a platform that manages risk better and improves portfolio performance. With AI and a focused team, we built Guardfolio to deliver the alerts and data you need—health scores, concentration risk, volatility warnings, and performance insights—so you can act before problems turn into losses.
Whether you're in stocks, ETFs, mutual funds, crypto, or retirement accounts, you get oversight that used to be reserved for institutions.
What We Stand For
A platform for retail investors—built to deliver.
Alerts That Matter
AI validates every alert so you only see what matters. Filter noise, focus on real risk.
Real-Time Data
Alerts and data when you need them. Early warnings before small problems become big losses.
Transparency
Clear pricing, honest risk assessments, and explainable logic. You always know where your portfolio stands.
For Everyone
Free risk report, affordable tiers, and support when you need it. Built for retail investors.