🎯 No account required

See Guardfolio's
Portfolio Risk Monitoring Demo

Explore a live, fully interactive demo with sample portfolio data. See real-time risk scoring, concentration risk, ETF overlap, and allocation drift — exactly as a connected account would look.

🚀 Launch Live Demo Start Free Trial →

No login · No brokerage connection · 100% sample data

🔒 No real account data used
⚡ Instant — no install required
📊 Realistic sample portfolio
🛡️ No API keys exposed
🆓 Free 7-day trial after
Interactive Preview

What you'll see in the demo

A fully loaded portfolio dashboard with a realistic 12-holding sample portfolio — showing exactly how Guardfolio diagnoses risk across your accounts.

app.guardfolio.ai/demo/dashboard
Dashboard
Risk Score
Allocation
ETF Overlap
Alerts
Rebalancing
Risk Score
6.2/10
Moderate — 2 alerts active
Concentration
38.4%
Tech sector exposure
ETF Overlap
71%
QQQ ↔ VGT overlap
Sector Allocation Drift
Technology
38.4%
Healthcare
16.1%
Financials
11.3%
Consumer
9.2%
Other
25.0%
Demo walkthrough

Four things to explore in the demo

The demo loads a pre-built 12-holding sample portfolio and runs all Guardfolio's real analytics on it — so you see exactly what you'd get.

📊 Portfolio Risk Score
See how Guardfolio computes a 1–10 composite risk score from concentration, correlation, sector exposure, and drift signals.
🔀 ETF Overlap Analysis
Discover hidden overlap between ETFs like QQQ and VGT. The demo shows which stocks you're double- or triple-exposed to across funds.
🎯 Concentration Risk
See single-stock and sector concentration in the sample portfolio. Explore the threshold alerts and how they compare to your risk appetite.
⚖️ Allocation Drift & Rebalancing
Walk through an auto-generated rebalancing plan that corrects drift with the fewest possible trades.
Why Guardfolio

Built for hands-on investors who want fewer surprises

Most portfolio trackers show you performance. Guardfolio shows you risk — before it becomes a problem.

📡
Real-time risk monitoring
Guardfolio continuously re-scores your portfolio as prices move. You see your risk score update without opening a spreadsheet.
🔔
Threshold-based alerts
Set concentration, sector, or drawdown thresholds. Get notified by email or Telegram when a limit is breached — not after the fact.
🔀
ETF overlap detection
Owning QQQ + VGT + MSFT might mean 60%+ of your portfolio in the same 10 stocks. Guardfolio surfaces that overlap automatically.
🏦
Multi-brokerage aggregation
Connect accounts from Schwab, Fidelity, IBKR, and more. See your full risk picture across brokerages in one dashboard.
⚖️
Rebalancing suggestions
When drift crosses your target, Guardfolio generates a trade plan to restore target weights — minimizing transaction count.
🛡️
Read-only integrations
Guardfolio uses read-only access via OAuth. No ability to place trades. Your brokerage credentials never touch our servers.
Comparison

How Guardfolio differs from general portfolio trackers

Performance trackers show what happened. Guardfolio shows what's at risk right now.

Feature Guardfolio General trackers
Composite risk score (1–10) ✓ Yes ✗ No
ETF overlap analysis ✓ Yes ✗ Rarely
Concentration risk alerts ✓ Threshold-based ✗ No
Sector drift notifications ✓ Real-time ✗ No
Rebalancing trade plan ✓ Auto-generated ✗ Manual only
Live interactive demo ✓ No login needed ✗ Usually not

Ready to see your own portfolio's risk?

The demo runs on sample data. Connect your real accounts in the free trial and get your actual risk score — takes about 2 minutes.

🚀 Launch Live Demo Start Free Trial →
FAQ

Questions about the demo

Is this a real portfolio or sample data?
The demo uses a pre-built sample portfolio of 12 holdings. No real account data is used and no brokerage connection is required. All metrics — risk score, overlap, concentration — are computed by the same engine that runs on real accounts, but applied to fictional holdings.
Do I need to create an account to view the demo?
No. The live demo is fully public and requires no login, no brokerage connection, and no credit card. You can explore it completely anonymously.
What exactly can I do in the demo?
You can browse the full dashboard: view the composite risk score, explore sector allocation and concentration, inspect ETF overlap between fund holdings, review active risk alerts, and see an auto-generated rebalancing plan. Every section is the same UI as a real paid account — only the data is sample data.
What happens after the demo — can I connect my real accounts?
Yes. The demo ends with a call-to-action to start a free 7-day trial. During the trial you connect your own brokerage accounts via read-only OAuth and Guardfolio computes your personalized risk score. No payment is required to start the trial.
Is my data safe when I connect real accounts later?
Guardfolio uses read-only brokerage integrations. The integration cannot place trades or move money. Your brokerage credentials are handled directly by your brokerage's OAuth server — they never pass through Guardfolio's servers. Portfolio data is encrypted at rest and in transit.
Which brokerages does Guardfolio support?
Guardfolio supports Schwab, Fidelity, Interactive Brokers, Robinhood, E*TRADE, TD Ameritrade/TDA, and more via Plaid and direct OAuth integrations. Manual CSV import is also available for any brokerage.
How is Guardfolio different from a spreadsheet?
A spreadsheet requires manual data entry, custom formulas, and no real-time updates. Guardfolio syncs automatically, computes overlap and concentration across funds and individual stocks simultaneously, and sends proactive alerts when thresholds are breached — without you opening anything.
What does the risk score measure?
Guardfolio's composite risk score (1–10) weighs five signals: single-position concentration, sector/theme concentration, ETF overlap (hidden duplication), allocation drift from target weights, and historical drawdown sensitivity. The score updates as market prices move.

Start with the demo. Switch to your real portfolio in minutes.

7-day free trial. No credit card required. Connect your brokerage and get a personalized risk score — after you've seen what to expect.

Launch Live Demo — No Login Needed →

Explore Guardfolio features

📡 Portfolio Monitoring 🔔 Portfolio Alerts 🎯 Concentration Risk 🔀 ETF Overlap Checker 📊 Portfolio Tracker 🌐 Diversification Analysis 📈 Portfolio Analytics ❓ FAQ