# PortfolioGlance > Machine-readable mirror for AI agents. Canonical page: https://www.portfolioglance.com/ > Content language: English. > Polish version: append `?hl=pl` to this URL. Track multiple portfolios, currencies, and asset types in one simple dashboard. Understand risk, diversification, and performance without spreadsheets or brokerage linking. Skip the trade-by-trade logging — just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too. - Multiple portfolios in one place - 30+ currencies supported - Stocks, ETFs, crypto, deposits, real estate, private assets - AI portfolio analysis included ## Everything you need to see your whole portfolio clearly One calm dashboard for every portfolio, currency, and asset type you hold. ### Every account in one place Brokerages, retirement accounts, crypto wallets, cash, and property — combined into one real net worth instead of a number scattered across five apps. ### Many currencies, one honest number Hold USD, EUR, PLN, GBP, JPY and more at once. Every value is converted at the real historical rate, so your performance reflects currency moves instead of hiding them. ### Tracks how you actually invest Stocks, ETFs, bonds, deposits, crypto, REITs, cash, real estate, and private assets live side by side — not just the tickers your broker happens to support. ### A structural health check, not a vibe See how far your diversification, cash, and regional mix drift from the allocation targets you set. It's a deterministic read of your portfolio's structure — no black box, no score to obsess over. ### Import in seconds — even from a screenshot Bring holdings in from a CSV, a broker statement, or a screenshot of your positions. From a full statement we replay your trades into a dated timeline, so your charts show real past performance — not a flat line from today. ### Private by design No brokerage linking, no bank sync, no shared logins. You enter or import your own data and it stays on your side — files and screenshots are read to load your holdings, never stored. ### Free forever, no card Unlimited portfolios, 30+ currencies, full analytics, breakdowns, and benchmark comparison — all free, no credit card. The only paid extra is AI analysis, once your included token pool runs out. ### AI research on any holding, on demand Run a deep analysis of a single instrument built on the latest news and earnings — a transparent scorecard, explicit risk flags, and a written verdict that weighs the holding against your own goals and notes. ## How portfolio tracking works 1. Add what you hold — type it in, import a CSV or broker statement, or paste a screenshot of your positions 2. We organize and analyze everything for you 3. You get a clear, simple view of your portfolio ## Frequently asked questions ### Is PortfolioGlance completely free? Yes — completely. Track as many portfolios as you want, in 30+ currencies, with full analytics. No credit card needed. AI analysis is free to start too — you get a token pool included. You'd only pay if you later want more AI beyond what the free pool covers. ### Can I import a CSV file or sync with my broker? Yes. You can import a CSV or statement you export from your broker — we support Interactive Brokers, Trading 212, DEGIRO, XTB, and BOSSA, plus a generic CSV mapper for other brokers — or simply paste a screenshot of your holdings and let us read the positions. We still never ask for your broker login or account access: you provide the file or image yourself, we process it only to read your holdings (it isn't stored), and you review every position, deposit, and dividend before anything is saved. Prefer to type? Manual entry still takes only 1–2 minutes. ### What types of investments can I track? You can track stocks, ETFs, cryptocurrencies, bonds, term deposits, REITs, cash, real estate, private assets, and other investment types. PortfolioGlance automatically fetches prices from trusted market data sources for listed assets. For unlisted or private assets, you can manually override prices at any time — and for interest-bearing assets like deposits and bonds, value grows automatically from the rate you set. ### How secure is my portfolio data? Your data is encrypted both at rest and in transit using industry-standard security measures. We never ask for brokerage logins or bank credentials. Everything is manual entry, so you control exactly what information you share. We don't sell your data to third parties, ever. ### Can I track multiple portfolios and broker accounts? Yes. PortfolioGlance is built for investors who use multiple brokerages, retirement accounts, crypto wallets, and other account types. You can manage them separately while still seeing one combined net worth, performance view, and diversification picture. ### How does AI portfolio analysis work? You can run a detailed AI analysis on any individual holding: it reviews the instrument's fundamentals, recent news, and press releases, scores it, flags risks, and weighs it against your own strategy, goals, and notes — all in plain English. You can also get a Portfolio Roast: a sharp, opinionated take on your overall allocation in the voice of a legendary investor. AI features run on the free token pool included in the app. ### Can I delete my account and data? Yes. You have full control over your data. You can delete your entire account and all associated portfolio data at any time from your account settings. Once deleted, your data is permanently removed from our systems in compliance with GDPR regulations. ### What currencies can I track? PortfolioGlance supports 30+ currencies including USD, EUR, GBP, JPY, CHF, AUD, CAD, and many more. You can mix multiple currencies in a single portfolio, and we automatically handle currency conversions using up-to-date exchange rates. Each instrument can be tracked in its native currency for maximum accuracy. ### How up-to-date are the prices? For publicly traded assets like stocks, ETFs, and cryptocurrencies, we fetch the latest available prices from trusted market data sources and refresh them when you open your portfolio. For private or unlisted assets, you can set and update prices manually whenever needed. ### Can I use PortfolioGlance on mobile? Yes! PortfolioGlance is a Progressive Web App (PWA) that works seamlessly on mobile devices. You can install it directly from your mobile browser for a native app-like experience. The interface is fully responsive and optimized for both phones and tablets. ### Who is PortfolioGlance built for? PortfolioGlance is built for long-term, fundamental investors — people who buy quality and hold, and want to understand what they own and why. It's designed for beginner and intermediate DIY investors, and it's especially useful across multiple accounts, currencies, and asset types. It is not a tool for day traders, flippers, or short-term speculators: there's no live tick streaming, no intraday charting, and no order routing — the focus is clarity on your long-term positions, not chasing the next trade. ### Who built PortfolioGlance? PortfolioGlance was created by an active investor and experienced software engineer as a long-term passion project. The goal is simple: make portfolio tracking and portfolio analysis clearer, more private, and more useful for everyday investors. ### How do I add investments? Do I need to log every trade? No trade-by-trade logging needed. You enter what you currently hold: the instrument, quantity, and your average purchase price. Buy more shares later? You update the quantity and average price — it takes seconds. And if you'd rather not type it all in, you can import a CSV or statement from your broker and review it before saving. ### Can I track bank deposits, savings accounts, and bonds? Yes. Add a term deposit, savings account, or off-exchange bond, set its annual interest rate and start date, and PortfolioGlance grows its value automatically as interest accrues — no manual updates needed. Your profit on these assets is simply the interest earned so far. Set a maturity date and the value freezes there. Your dashboard also shows a forecast of the interest these assets will earn this year. ## Related resources - All machine-readable pages: https://www.portfolioglance.com/llms.txt - Sign in: https://www.portfolioglance.com/sign-in - Free portfolio roast: https://www.portfolioglance.com/roast-my-portfolio