PortfolioGlance
Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.
PortfolioGlance is a multi-asset portfolio tracker for stocks, ETFs, crypto, real estate, deposits and private assets across multiple currencies. You add holdings manually or import them from broker/exchange CSV files; it does not link to your bank or broker to pull positions in automatically. On top of the numbers it layers AI-generated analysis, a portfolio “roast”, health scoring and goal projection.
Features at a glance
| Feature | PortfolioGlance |
|---|---|
| Pricing | Free |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Yes |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Yes |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Yes |
| Goal & time-to-goal | Yes |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Yes |
Best for
Investors who want a multi-asset overview with AI commentary and are happy to add holdings manually or by CSV import rather than link a bank or brokerage account.
Strengths
- Genuinely free core, with AI tokens included to start
- No bank/broker account to connect — nothing to link, no login credentials shared
- Multi-currency and multi-asset (incl. real estate, deposits and private assets)
- AI analysis, health score, rebalancing and goal projection built in
Trade-offs
- No automatic bank/broker sync — you add holdings manually or import a CSV
- Younger product than some incumbents; smaller community
About PortfolioGlance
This is our own product, so treat this entry as our pitch rather than a neutral review: PortfolioGlance is the fully-free, AI-first option for people happy to add holdings manually or by CSV import rather than link bank/brokerage accounts. If automatic broker sync is a must-have, a tracker like getquin will fit better.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.