Average Ratings 1 Rating

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Average Ratings 1 Rating

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

HodlBot is a versatile cryptocurrency trading bot that allows users to track the market, assemble tailored portfolios, and automatically adjust their cryptocurrency investments. This platform provides non-accredited investors with a simple and cost-effective method to invest in the overall cryptocurrency market. Utilizing an algorithmic trading bot, HodlBot manages trades to assemble and recalibrate users’ portfolios automatically. Enhance your investment strategy like the most adept investors around the globe. We are democratizing access to institutional-grade portfolio management tools for everyone. Users can try HodlBot free for the first week, with subsequent subscription plans starting at just $3 per month. To maintain affordability for users with smaller portfolios, HodlBot employs a tiered pricing structure based on portfolio size. By diversifying investments, risk is minimized while returns are maximized. Additionally, we created HODL indices for users interested in broad market exposure rather than selecting individual cryptocurrencies. This feature allows for a more streamlined investment approach, making it easier for users to participate in the dynamic world of cryptocurrencies.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

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Screenshots View All

Integrations

Binance No 
Kraken No 
KuCoin No 

Integrations

Binance Yes 
Kraken Yes 
KuCoin Yes 

Pricing Details

$20/month
Free Trial Yes 
Free Version No 

Pricing Details

$3 per month
Free Trial Yes 
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) Yes 
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

HodlBot

Founded

2018

Country

Canada

Website

www.hodlbot.io

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 

Alternatives

Alternatives

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