PortfolioGlance
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
We built PortfolioGlance for people who want everything they own on one screen without linking a bank: stocks, ETFs, crypto, property, deposits and private assets, in any mix of currencies. You add holdings by hand or import your broker's CSV. Returns are time- and money-weighted and can be set against a benchmark. You can group holdings with your own tags, set a target allocation and see what to buy or sell to get back to it. Set a goal and the app shows when you'll reach it. An AI assistant answers questions about your own holdings with facts rather than grades, and a portfolio roast gives you a blunter take. The app runs in the browser, in English, Polish and Turkish.
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. | Not supported |
| 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
People who want all their investments in one place and would rather type them in or import a CSV than share a bank login. If you want the portfolio to update itself from your broker, we're not the right app.
Strengths
- Free to use, and new accounts get AI tokens to start
- No bank or broker login, so there are no credentials to share
- Property, deposits and private assets next to listed securities, in any currency
Trade-offs
- No automatic bank or broker sync: holdings go in by hand or from a CSV
- No dividend forecast, tax reports or native phone app
- A younger product than most rivals, with a smaller community
About PortfolioGlance
This is our own app, so read this as our pitch, not a neutral review. The gaps, plainly: no broker sync, no dividend forecast and no tax reports. If automatic sync is a must, getquin or Delta will suit you better.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.