AI Portfolio Diversification & Risk Monitoring
Monitor diversification, detect rising risk, and get real-time alerts when your portfolio becomes unbalanced.
Why investors switch to Guardfolio
Portfolio Risk Analysis: Finally Know What's Actually Risky
Most investors discover risk after they've lost money. We flip that.
Takes 2 minutes. No credit card needed. Learn how it works.
Portfolio Dashboard: See Your Entire Portfolio at a Glance
Real-time monitoring, AI-powered alerts, and comprehensive analytics - all in one beautiful dashboard. Read our blog for investment tips and portfolio management strategies. Learn about portfolio diversification, risk management, and retirement account protection.
Portfolio Monitoring Features
AI-powered monitoring, real-time alerts, and analytics across all your investments.
Unified Dashboard
All your investments in one place—stocks, crypto, ETFs, and retirement accounts.
Real-Time Risk Alerts
Get notified instantly when volatility spikes, concentration risks emerge, or breaking news impacts your holdings.
Smart AI Guidance
Get rebalancing recommendations, diversification insights, and risk analysis in plain language.
Portfolio Health Score
Understand your portfolio's safety with a simple 0-100 score, updated daily with improvement suggestions.
Professional Analysis
Risk metrics, correlation analysis, stress tests, and scenario modeling explained simply.
Trusted by Investors Who Refuse to Gamble Their Future
Everyday investors, founders, and professionals use Guardfolio AI to avoid nasty surprises, protect six-figure portfolios, and stay calm when markets turn violent.
"Guardfolio caught a concentration risk in my tech stocks that I completely missed. I trimmed positions before a 18% drawdown and saved tens of thousands in paper losses."
— Daniel R., tech employee & long-term investor
"Instead of checking my portfolio 10 times a day, I let Guardfolio watch it. I get a message when something actually needs my attention, which has done wonders for my stress levels."
— Sarah K., busy founder balancing public markets & crypto
"The health score became my north star. If it stays green, I sleep well. If it turns orange, I know exactly what to fix — no jargon, just clear next steps."
— Michael L., managing retirement & kids' college funds
Portfolio Monitoring Software Pricing - Early Access
Choose the best portfolio tracking plan for your needs - From free portfolio monitoring to advanced risk management features for serious investors
Guardian Pro
Real-time risk prevention, not just monitoring
- Up to 2 account connections
- Stocks and ETFs
- Risk alerts
- Advanced portfolio analysis
- Health scores
- Custom alert settings
- Correlation
- Priority email support
Guardian Elite
Built for complex portfolios & professionals
- Everything in Pro
- Up to 5 account connections
- Mutual funds + Crypto
- Rebalancing recommendations
- Stress test scenarios
- AI deep-dive reports
- Futures & derivatives support
- White-glove onboarding
- Dedicated account manager
- 24/7 priority support
🎉 Early Access Program: Sign up now to lock in these prices forever. Product launching Q1 2026. Limited spots available. Learn how portfolio monitoring works or read about common portfolio risks.
Why Diversification is Critical for Risk Management
The difference between a concentrated portfolio and a well-diversified one can mean the difference between weathering market storms or facing devastating losses
Lower Volatility
Well-diversified portfolios experience 50% less volatility (15.6% vs 32.0%), providing smoother returns and better sleep at night.
Reduced Maximum Drawdown
Diversification limits your worst-case scenario. A -9.6% drawdown vs -37.4% means you avoid portfolio-destroying losses.
Better Risk-Adjusted Returns
Over 52% difference in returns: +18.2% vs -34.7%. Diversification isn't just about protection—it's about sustainable growth.
Multiple Risk Sources
Spread investments across sectors, asset classes, and geographies. When one area struggles, others can offset losses and stabilize your portfolio.
Monitor Your Portfolio's Diversification Health
Guardfolio AI analyzes your portfolio's diversification across sectors, asset classes, and correlations—alerting you before concentration risk becomes a problem.
Analyze Your Portfolio Now →AI-Powered Portfolio Risk Alerts
AI-powered alerts that catch problems before they hurt your portfolio
Market & Position Risk Alerts
Real-time monitoring of individual positions and market conditions
High Volatility Event
AAPL showing 3x normal volatility. Consider position sizing.
Trend Break Detected
BTC breaking below 50-day moving average. Momentum shift detected.
Volume Spike
TSLA trading volume 5x above average. Investigate for news.
Portfolio-Level Risk Alerts
Comprehensive analysis of your overall portfolio health
Over-Concentration Risk
Your portfolio is 42% tech stocks. Consider rebalancing to reduce drawdown risk.
Correlation Warning
3 assets are highly correlated. If one drops, all may drop together.
Under-Diversified
Only 8 holdings detected. Consider adding more positions for better risk management.
Event-Based Alerts
Stay informed about market-moving events and news
Federal Reserve Announcement
FOMC meeting tomorrow. Expect market volatility across all sectors.
Negative Sentiment Spike
Social media sentiment for META dropped 40% in 24 hours.
Regulatory Warning
SEC investigation announced for one of your holdings.
Rebalancing & Opportunities
Smart recommendations for portfolio optimization
Rebalancing Opportunity
Your allocation drifted from targets. Time to rebalance for optimal risk.
Earnings Approaching
4 portfolio holdings reporting earnings next week.
Crypto News Risk
Major exchange facing regulatory scrutiny. Monitor your positions.
Seamless Portfolio Integration & Monitoring
Works with 50+ brokers, exchanges & wallets
Read-only access. We never have permission to trade or move your funds.
How AI Portfolio Monitoring Works
Three simple steps to smarter, safer investing
Connect Your Accounts
Securely link your stock brokers, crypto exchanges, and wallets using bank-level encryption. Read-only access means we can never trade or move your funds. Learn more about account connections →
AI Analyzes Your Risk
Our AI monitors your portfolio 24/7, analyzing volatility, correlation, concentration, and thousands of market events in real-time. How AI detects portfolio risk →
Get Intelligent Alerts
Receive actionable notifications before problems arise. No noise, no spam—just critical insights when you need them most. Understanding portfolio alerts →
Affiliate Program
Launch the Guardfolio Affiliate Desk
Earn 30% recurring revenue for every investor you refer. Plug into our battle-tested funnel, promo assets, and dedicated partner success team.
- ⭐ 30% lifetime commission on every paid subscriber
- ⭐ Custom tracking links + real-time reporting dashboard
- ⭐ Launch kit: swipe copy, creative, and webinar invites
Same-day approvals • Dedicated partner manager • Monthly payouts
Avg. affiliate payout
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Best performers earn
Partner community
Frequently Asked Questions
Everything you need to know about Guardfolio AI
Still have questions?
Contact SupportInvestment Guides & Risk Management Resources
Learn how to protect your portfolio with our expert guides on risk management, portfolio monitoring, and investment strategies.
Top 10 Portfolio Risks Retail Investors Miss in 2026
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How to Monitor Your Investment Portfolio Like a Pro
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401k Risk Management: Protect Your Retirement Savings
Learn how to identify and manage risks in your 401k and retirement accounts.