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Guardfolio helps investors monitor portfolio risk across all their accounts in one place. Track concentration, diversification gaps, volatility, allocation drift, and hidden overlap across stocks, ETFs, mutual funds, and crypto. Get clear portfolio health insights and alerts so you can stay on top of risk without checking markets every day.
Comments (4)
data ingestion via plaid or custom scrapers? aggregation layer must be brutal
data ingestion via plaid or manual?
how are you resolving the hidden overlap data?
does it auto-sync with brokerages or manual entry only?
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