About Start Free
Free portfolio tracker

See your full portfolio
in one dashboard.

Track every holding.
Including what's inside your ETFs.

Every brokerage, 401k, and IRA in one view. Live value, performance, and risk alerts.

Start Tracking Free

7-day free trial · Cancel anytime · 2-minute setup

Portfolio Overview
$847k
+1.24% today
Stocks 58%Bonds 22%Other 20%
◎ 4 accounts · 38 holdings LIVE
↗ 1Y return: +15.02% OK
⚠ Hidden ETF overlap: 31% WATCH
Guardfolio portfolio tracker dashboard showing total value, holdings, performance, and allocation across all brokerage accounts
17+
Years Portfolio Experience
2 min
Setup Time
0
Broker Logins Required
256-bit
Bank-Grade Encryption
7 days
Free Trial

Works with your brokerage - read-only connection or CSV import

Fidelity
Charles Schwab
Vanguard
E*TRADE
Robinhood
Interactive Brokers
Webull
+ Any CSV Export

Don't see yours? Import a CSV. Works with any brokerage that lets you export your holdings.

Why Switch

More Than Snowball Analytics
or Getquin

Popular trackers show what you own. Guardfolio shows what you own and whether it's actually safe.

TRACK

Full Portfolio Tracking

Multi-broker roll-up, live values, performance metrics, and allocation views. Everything you expect from Snowball Analytics or Getquin.

RISK

Risk Layer They Lack

Concentration scores, ETF overlap detection, volatility tracking, and drift alerts. Catch hidden risks no basic tracker surfaces.

US

Built for US Investors

401k, IRA, and every major US brokerage. CSV import or read-only sync. No social feed noise and no AI-advisor upsell, just your portfolio data.

Compare in detail: vs Snowball Analytics · vs Getquin · vs PortfolioPilot

Ready to see your full portfolio?

Import a CSV or connect your brokerage. Your dashboard is live in under 2 minutes.

Start Tracking Free

The Solution

A Portfolio Tracker That
Also Watches Your Risk

Everything Snowball Analytics and Getquin do for tracking holdings, plus the risk layer they leave out. One dashboard for value, performance, and peace of mind.

All Accounts, One View

Roll up every brokerage, 401k, IRA, and taxable account. See total portfolio value, weights, and positions without switching apps or spreadsheets.

Performance Tracking

Track total return, gains and losses, drawdowns, and benchmark comparisons. Know exactly how your portfolio is doing, not just what you own.

Allocation Breakdown

See stocks, bonds, ETFs, sectors, and geography at a glance. Spot when your real allocation drifts from your target, across every account combined.

ETF X-Ray & Overlap

Go deeper than basic trackers. See inside every fund and catch hidden overlap that makes a "diversified" portfolio dangerously concentrated.

Risk Alerts Built In

Unlike Snowball or Getquin, Guardfolio alerts you when concentration spikes, allocation drifts, or correlated holdings put you at risk.

Private & Secure

CSV import or read-only broker sync. Bank-grade encryption. Your data is never sold, shared, or used for advertising.

Portfolios Page

Every Holding, One Clear View

See total value, day change, and every position across all accounts. Sort, search, and track allocation without jumping between broker apps.

app.guardfolio.ai/portfolios
Portfolios
4 accounts · 38 holdings · synced today
Total Value
$847,240
All portfolios
Day Change
+$10,506
+1.24% today
Total Return (1Y)
+15.02%
Simulated mix
Risk Score
22/100
Low risk
Asset Shares Price Value Allocation Day Change
AAPL
Apple Inc.
 120 $198.45 $23,814
12.4%
+1.2%
MSFT
Microsoft Corp.
 45 $415.20 $18,684
9.7%
+0.8%
VTI
Vanguard Total Stock
 85 $245.10 $20,834
10.9%
+0.5%
BND
Vanguard Total Bond
 200 $72.30 $14,460
7.5%
-0.1%
VXUS
Vanguard Intl Stock
 150 $58.90 $8,835
4.6%
+0.3%
Showing 5 of 38 holdings Stocks 58% · Bonds 22% · Other 20%

Your privacy and security are non-negotiable

We built Guardfolio so you never have to hand over broker credentials. Your data is analyzed, never exposed.

No broker login We never ask for your brokerage username or password
AES-256 encryption Bank-grade encryption on all stored data, at rest and in transit
Read-only analysis Guardfolio can only read portfolio data. No trading permissions, ever
Never sold or shared Your financial data is never sold, shared, or used for advertising

Risk & Performance

Go Deeper Than Basic Trackers

Volatility, Sharpe ratio, concentration, and benchmark comparisons. The risk layer Snowball and Getquin do not include.

app.guardfolio.ai - Risk & Performance Analysis
Risk & Performance Analysis
Volatility, concentration & risk-adjusted return
Low Risk
Portfolios | All Portfolios
Information only, not personalized investment advice.
Risk Score
22 /100
Rebalance to adjust risk.
Portfolios Health
86 /100
Key Metrics
Volatility (1Y) ⓘ
9.8%
Sharpe Ratio (1Y) ⓘ
1.09
Max Drawdown (1Y) ⓘ
−8.40%
Total Return (1Y) ⓘ
+15.02%
Top Sector ⓘ
Technology (26.1%)
Benchmark ⓘ
S&P 500 (SPX)
Beta vs S&P 500 ⓘ
0.87
Treynor Ratio (1Y) ⓘ
0.12
Sortino Ratio (1Y) ⓘ
1.54
Concentration Top 3 ⓘ
9.47%
Concentration Top 5 ⓘ
14.73%
Is your risk worth it?
Sharpe ratio (1Y): 1.09. Your risk is well compensated. Return per unit of risk is strong.
1-year return vs S&P 500 (SPX): Your portfolio returned 1.85% less than S&P 500 over the last year.

How It Works

Get Started in 3 Simple Steps

1

Sign Up Free

Create your account in under 60 seconds. No broker credentials required. Your data stays private.

~1 minute
2

Add Your Holdings

Connect your brokerage read-only, import a CSV export, or enter holdings manually. Works with Vanguard, Fidelity, Schwab, and all major brokerages.

~1 minute
3

Track Everything Instantly

See total portfolio value, performance, allocation, and risk scores. Everything updates as your holdings change.

Instant
Start Tracking Free

Pricing

Start Free. Upgrade When You're Ready.

7-day free trial on Pro. Cancel anytime, no questions asked.

Free portfolio tracking to get started. Pro adds multi-account sync, performance benchmarks, ETF overlap, and real-time drift alerts.

Guardian

Track your portfolio for free

$0/mo
  • ✓ Portfolio tracking dashboard
  • ✓ 1 portfolio (up to 10 holdings)
  • ✓ Portfolio risk score
  • ✓ Concentration analysis
  • ✓ Monthly email summary
Start Free
Most Popular

Guardian Pro

Full portfolio tracking & monitoring

$29.99/mo
$20.99/mo
30% off with code EARLYBIRD
7-day free trial included
  • ✓ Unlimited portfolio tracking
  • ✓ 3 accounts & broker connections
  • ✓ Performance & benchmark views
  • ✓ ETF X-Ray & overlap detection
  • ✓ Drift & concentration alerts
  • ✓ Rebalancing suggestions
  • ✓ Instant chat support
Start 7-Day Free Trial
Built by
Elad Nahum
Elad Nahum
Co-Founder & CEO · 17+ yrs Portfolio Management
Moshe Cohen Pur
Moshe Cohen Pur
Co-Founder & CTO
Our story

Built For Real Portfolios

What You Get After Import

Concrete outcomes once your holdings are imported.

Every account in one place

Roll up 401k, IRA, and taxable accounts without switching apps. See total value, day change, and allocation across your full portfolio.

More than a holdings list

Track performance, concentration, and ETF overlap in the same dashboard. Catch hidden risk that basic trackers like Snowball or Getquin do not surface.

Live in about 2 minutes

Import a CSV from Fidelity, Schwab, Vanguard, or Robinhood. No broker password required. Your dashboard updates as markets move.

FAQ

Common Questions

Yes. Broker connections are read-only and handled by trusted aggregators, so Guardfolio never sees your brokerage password. Prefer not to connect anything? Import a CSV export instead, the same file you can download from your brokerage in minutes. All data is encrypted with AES-256 bank-grade encryption, stored securely, and never shared or sold to third parties.
We support all major brokerages including Vanguard, Fidelity, Charles Schwab, TD Ameritrade, E*TRADE, Robinhood, and more. If your brokerage lets you export a CSV of your holdings, it works. You can also enter holdings manually in under 2 minutes if you prefer.
Snowball Analytics and Getquin are strong portfolio trackers for holdings and performance. Guardfolio does that too, but adds institutional-grade risk monitoring: concentration scores, ETF overlap detection, allocation drift alerts, and plain-language rebalancing suggestions. PortfolioPilot leans on AI-generated advice; Guardfolio keeps you in control with transparent risk metrics you can verify, and works even if you only import a CSV. If you want tracking plus knowing whether your portfolio is actually safe, Guardfolio is the better fit.
The free Guardian plan includes portfolio tracking for 1 portfolio (up to 10 holdings), a risk score, concentration analysis, and a monthly email summary. Upgrading to Pro unlocks multi-account sync, performance benchmarks, ETF overlap analysis, drift alerts, and ongoing rebalancing suggestions.
Yes. Cancel anytime, no fees, no penalties. You'll keep access through the end of your billing period. You can export or permanently delete your data at any time from your account settings. No lock-in, no hassle.
Early Bird Pricing: 30% Off with Code EARLYBIRD

Your Portfolio. One Dashboard.
Start in 2 Minutes.

Import your holdings and see every account in one dashboard.

Start Tracking Free

7-day Pro trial · CSV import · Cancel anytime