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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
Redstone is an online platform designed for portfolio analysis and investment research, catering to self-directed investors, analysts, and individuals interested in portfolio theory. It offers a variety of return and risk metrics for approximately 2,900 U.S. stocks and 1,200 ETFs, such as Sharpe ratio, maximum drawdown, volatility, and correlation coefficients. Users have the ability to screen securities, make comparisons between tickers, create and share portfolios, assess their allocations, and conduct backtests using historical data and benchmarks. Public ticker information and comparative analyses can be accessed without the need for an account. Both free and premium subscription options provide additional features, including increased portfolio capacity, advanced optimization tools, and the ability to maintain private portfolios and watchlists. Additionally, a free, read-only Model Context Protocol (MCP) server allows compatible AI systems to fetch metrics, screen or compare securities, analyze portfolios, and perform backtesting. The platform updates its data daily following the closure of the U.S. market. It is important to note that Redstone is intended solely for educational and informational purposes and should not be interpreted as investment advice. This distinction is crucial for users seeking to enhance their understanding of investments while leveraging the tools provided by Redstone.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Claude
No
Model Context Protocol (MCP)
No
Pricing Details
$20/month
Free Trial
Yes
Free Version
No
Pricing Details
$0/month
Starter is $0/month and includes 5 portfolios, 10 assets per portfolio, and 3 daily optimizations. Plus is $15/month with 25 portfolios, 25 assets per portfolio, and 50 daily optimizations. Pro is $50/month with unlimited portfolio and asset capacity and daily optimizations. Annual billing is advertised with a 17% saving.
Free Trial
No
Free Version
Yes
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
Redstone Markets
Founded
2025
Country
United States
Website
redstonemarkets.com
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
Product Features
Alternatives
Alternatives
No Alternatives
