Guardfolio: Portfolio Tracker

Guardfolio gives self-directed investors a clearer view of what they own and where portfolio risk may be hiding. Bring supported brokerage and retirement accounts into one unified view, or create portfolios manually. Review holdings, performance, allocation, concentration, diversification, and portfolio risk from one clear dashboard. Use Guardfolio to: • View holdings across multiple portfolios • Analyze sector, country, asset type, and currency exposure • Identify concentration and diversification gaps • Review ETF overlap and look-through exposure • Monitor portfolio health and risk scores • Compare performance with relevant benchmarks • Create alerts for meaningful portfolio changes • Manage notification preferences • Track portfolios manually or through supported read-only connections Guardfolio is built for informational and educational use. It does not execute trades, manage assets, or provide personalized investment advice. Market data, valuations, and analytics may be delayed or inaccurate and should be verified with your broker. Investing involves risk, including the possible loss of principal. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.guardfolio.ai/privacy