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Passiv vs PortfolioGlance

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

FeaturePassivPortfolioGlance
PricingFreemiumFree
Tracking & data
Manual entryNot supportedYes
CSV / broker importNot supportedYes
Automatic bank/broker syncYesNot supported
Multi-assetPartialYes
Multi-currencyYesYes
Dividend trackingYesYes
Dividend/income forecastNot supportedNot supported
Tax reportsNot supportedNot supported
Analysis & insights
AI portfolio analysisNot supportedYes
AI asset & market analysisNot supportedYes
Portfolio health scoreNot supportedYes
Rebalancing & driftYesYes
Goal & time-to-goalYesYes
Custom groupings / tagsNot supportedYes
Return method (TWR/MWR)YesYes
Benchmark & alphaNot supportedYes
Backtesting & scenariosNot supportedNot supported
Access & pricing
Free tierYesYes
No account linking requiredNot supportedYes
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot supported
Platform & reach
Mobile appNot supportedPartial
Multi-languageNot supportedYes
Community & extras
Public / social portfoliosPartialNot supported
AI portfolio reviewNot supportedYes
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Passiv

Passiv

Freemium

Broker-connected rebalancing tool that keeps your portfolio on target with one-click trades, with holdings and performance tracking underneath.

PortfolioGlance

PortfolioGlance

Free

Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

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.

Passiv vs PortfolioGlance — feature & pricing comparison | PortfolioGlance