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Description

Guardfolio is a risk management platform tailored for self-directed investors and retirees concerned about their financial exposure. It empowers users to gain insight into their comprehensive risk across multiple accounts, identify hidden overlaps and concentrations, monitor allocation changes, and assess portfolio diversification all in one centralized location. Rather than being overwhelmed by the constant fluctuations of the market, Guardfolio emphasizes practical risk alerts and straightforward guidance. Users can keep track of their investments in stocks, ETFs, mutual funds, and other assets, receive tailored rebalancing advice, evaluate their portfolio's health metrics, and gain a clearer understanding of correlation, volatility, and concentration risks over time. This platform is specially crafted for investors aiming to maintain diversification, minimize unexpected financial shocks, and rebalance their portfolios with assurance, all without the need for daily market checks. Moreover, Guardfolio operates through read-only connections and is compatible with over 50 brokers, exchanges, and wallets, making it a versatile tool for managing investment risks effectively.

Description

Hedgehog serves as a versatile portfolio manager specializing in cryptocurrency investments. In a market that can be quite unpredictable, having a strategy rooted in intelligent investing, thorough research, and diversification is essential. While conducting research is vital, it should remain straightforward and accessible. Our mission is to equip everyday cryptocurrency investors with high-quality, institutional-grade tools: Research various coins, monitor your holdings, execute trades, create strategies for diversification, and adjust your portfolio as needed. Whether you choose Coinbase, OKEX, or Kraken, you can likely execute trades through Hedgehog. By connecting your accounts, you'll benefit from the ability to trade across multiple exchanges, enhancing your chances for better price discovery. With support for over 130 exchanges and counting, you can manage any asset at any time and secure better trading rates. Furthermore, by saving your public address from more than 1000 supported chains, your balances and transaction histories will automatically synchronize, giving you a comprehensive and real-time overview of your portfolio that updates continuously. This seamless integration not only simplifies your trading experience but also empowers you with insights to make informed decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Bitstamp No 
ADARA Cortex No 
Alterdice No 
B2BX No 
BigONE No 
BitKeeper No 
BitKop No 
BitPay No 
Bitcoin No 
Bitrue No 
Bitso No 
Block.io No 
Blockchain.com No 
Coinbase No 
Guarda Wallet No 
HTX No 
Ledger No 

Integrations

Bitstamp Yes 
ADARA Cortex Yes 
Alterdice Yes 
B2BX Yes 
BigONE Yes 
BitKeeper Yes 
BitKop Yes 
BitPay Yes 
Bitcoin Yes 
Bitrue Yes 
Bitso Yes 
Block.io Yes 
Blockchain.com Yes 
Coinbase Yes 
Guarda Wallet Yes 
HTX Yes 
Ledger Yes 

Pricing Details

$20/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Guardfolio

Founded

2025

Country

United States

Website

guardfolio.ai/

Vendor Details

Company Name

Hedgehog

Founded

2018

Country

United States

Website

www.hedgehog.app/

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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