Guardfolio
Book a walkthrough

Free Guardfolio walkthrough · 20 minutes

See how Guardfolio spots hidden ETF overlap.

Watch how Guardfolio brings accounts together and surfaces ETF overlap, concentration, and allocation drift. We’ll use a sample portfolio to demonstrate the product.

Hosted by Elad Nahum Co-Founder, Guardfolio · Product walkthrough host

A sample portfolio walkthrough

Example portfolio Illustrative

Four holdings. Look through the labels.

Portfolio allocationShare of the account assigned to each holding

  • Vanguard S&P 500 ETFVOO40%
  • Invesco QQQ TrustQQQ30%
  • Technology ETFXLK20%
  • Apple sharesAAPL10%
Illustrative technology exposure~59%

Allocation × assumed technology share:

  • VOO: 40% × 35%14 points
  • QQQ: 30% × 50%15 points
  • XLK: 20% × 100%20 points
  • AAPL: 10% × 100%10 points

Round assumptions for teaching, not live fund weights. The example assumes AAPL appears inside each ETF as well as in the direct shares.

This sample is for demonstration only. Actual holdings and sector weights change over time.

Your 20-minute product walkthrough

See how Guardfolio makes portfolio exposure easier to follow.

We’ll use sample data to show how the platform organizes holdings and highlights signals across accounts.

Product view 1

Bring accounts together.

See holdings from multiple accounts organized in one portfolio overview.

Product view 2

Explore ETF look-through.

See how the dashboard surfaces repeated companies and sector exposure inside funds.

Product view 3

See monitoring and alerts.

Review concentration and allocation drift signals, then see how alerts work.

Investor perspectives

Diversification and risk deserve a closer look.

Investors have long emphasized diversification and risk management. Guardfolio helps you inspect how those ideas show up across your own accounts.

“That investor should both own a large number of equities and space out his purchases.”

Warren Buffett On broad, long-term exposure when individual businesses are hard to assess Read the 1993 shareholder letter

“The essence of investment management is the management of risks, not the management of returns.”

Benjamin Graham As quoted in the University of California Treasurer’s report Read the report

“Diversification is a good thing, but a lot depends on how you finance it.”

Howard Marks On diversification and leverage Read the Oaktree memo

Shared for educational context. None of these investors endorses Guardfolio.

Elad Nahum, Co-Founder and CEO of Guardfolio
17+years managing
portfolios

Your host

Elad Nahum

Co-Founder & CEO, Guardfolio

  • Former financial advisor
  • Pension fund consultant
  • BA Economics · MBA

Elad will demonstrate Guardfolio using sample data, including the portfolio overview, ETF look-through, concentration monitoring, and alerts.

No Guardfolio account or brokerage connection is needed for the demo. It is a software walkthrough, not personalized investment advice or a recommendation to buy or sell securities.

Questions

Before your walkthrough

Do I need a credit card, brokerage connection, or Guardfolio account?

No. The 20-minute product walkthrough is free. Share your first name, email, and preferred time. We use sample data, so no account connection or Guardfolio account is needed.

Will you review my personal investments?

No. This is a demonstration of Guardfolio using sample data, not an individualized portfolio review or a recommendation to buy or sell securities.

When are walkthroughs available, and how do I join?

Choose a 20-minute start time on one of the next three weekdays. Start times are available from 9:00 AM to 2:00 PM Eastern Time, excluding weekends. Times are shown in your local time zone. Your selection is a request. We’ll email to confirm and send a private video link.

What happens after I request a time?

We’ll email to confirm your requested time and share the private video link. The demo uses sample data and requires no brokerage connection.

Is this investment advice?

No. This is a product demonstration using sample data. It does not include personalized investment advice, buy, sell, or hold recommendations, or promises to prevent losses.

See Guardfolio in a free product walkthrough.

Choose a weekday time for a 20-minute demo using sample data. We’ll confirm your requested time by email.

Request My Free Walkthrough