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Anantys vs Treestep

A side-by-side feature comparison. Details like pricing change — check each tool's official site.

FeatureAnantysTreestep
PricingFreemiumFreemium
Tracking & data
Manual entryYesYes
CSV / broker importYesNot supported
Automatic bank/broker syncYesNot supported
Multi-assetYesYes
Multi-currencyYesNot verified
Dividend trackingYesNot supported
Dividend/income forecastNot supportedNot supported
Tax reportsNot supportedNot supported
Analysis & insights
AI portfolio analysisYesYes
AI asset & market analysisPartialYes
Portfolio health scoreYesPartial
Rebalancing & driftPartialPartial
Goal & time-to-goalNot verifiedPartial
Custom groupings / tagsNot supportedNot supported
Return method (TWR/MWR)Not verifiedNot verified
Benchmark & alphaYesNot supported
Backtesting & scenariosNot verifiedPartial
Access & pricing
Free tierYesYes
No account linking requiredYesYes
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot verifiedNot supported
Platform & reach
Mobile appPartialNot supported
Multi-languageYesYes
Community & extras
Public / social portfoliosNot verifiedPartial
AI portfolio reviewNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Anantys

Anantys

Freemium

French multi-asset portfolio tracker with automatic DSP2 bank sync and an AI copilot that scores your holdings out of 100.

Treestep

Treestep

Freemium

Gamified, RPG-style portfolio tracker that turns manual investing into quests, XP and guilds — for French retail investors.

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.