Read the full PortfolioGlance review
PortfolioGlance

PortfolioGlance alternatives

We list PortfolioGlance first; the rest are ranked by how similar they are, each shown with the exact features it does better.

Why people look for alternatives to PortfolioGlance

  • No automatic bank/broker sync — you add holdings manually or import a CSV
  • Younger product than some incumbents; smaller community
What PortfolioGlance doesn't do
Automatic bank/broker sync
Dividend/income forecast
Tax reports
Backtesting & scenarios
Open source
Self-hostable
Public API
Public / social portfolios
  1. 1
    Portfolio Performance

    Portfolio Performance

    Free

    Free, open-source desktop tracker with true time-weighted and internal-rate-of-return performance, stored entirely on your own machine.

    Does more than PortfolioGlance
    Open source Mobile app

    PortfolioGlance does better: AI portfolio analysis, AI asset & market analysis, Portfolio health score +2

    Compare PortfolioGlance vs Portfolio PerformanceRead reviewVisit official site
  2. 2
    Wealthfolio

    Wealthfolio

    Freemium

    Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.

    Does more than PortfolioGlance
    Automatic bank/broker sync Backtesting & scenarios Open source Self-hostable Public API Mobile app

    PortfolioGlance does better: AI asset & market analysis, Portfolio health score, AI portfolio roast

    Compare PortfolioGlance vs WealthfolioRead reviewVisit official site
  3. 3
    AllInvestView

    AllInvestView

    Freemium

    Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.

    Does more than PortfolioGlance
    Automatic bank/broker sync Dividend/income forecast Tax reports Backtesting & scenarios Public / social portfolios

    PortfolioGlance does better: Portfolio health score, Goal & time-to-goal, AI portfolio roast

    Compare PortfolioGlance vs AllInvestViewRead reviewVisit official site
  4. 4
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than PortfolioGlance
    Tax reports Mobile app

    PortfolioGlance does better: AI portfolio analysis, AI asset & market analysis, Portfolio health score +3

    Compare PortfolioGlance vs My Stocks Portfolio & MarketRead reviewVisit official site
  5. 5
    Delta

    Delta

    Freemium

    Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.

    Does more than PortfolioGlance
    Automatic bank/broker sync Tax reports Mobile app

    PortfolioGlance does better: Portfolio health score, Rebalancing & drift, Goal & time-to-goal +4

    Compare PortfolioGlance vs DeltaRead reviewVisit official site
  6. 6
    Portfolio Trader

    Portfolio Trader

    Freemium

    Native Apple portfolio tracker with both MWR and TWR, cost-basis accounting and a one-time purchase.

    Does more than PortfolioGlance
    Mobile app

    PortfolioGlance does better: Multi-asset, AI portfolio analysis, AI asset & market analysis +5

    Compare PortfolioGlance vs Portfolio TraderRead reviewVisit official site
  7. 7
    Ghostfolio

    Ghostfolio

    Freemium

    Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

    Does more than PortfolioGlance
    Open source Self-hostable Public API Public / social portfolios

    PortfolioGlance does better: AI portfolio analysis, AI asset & market analysis, Portfolio health score +2

    Compare PortfolioGlance vs GhostfolioRead reviewVisit official site
  8. 8
    Rentablo

    Rentablo

    Freemium

    German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.

    Does more than PortfolioGlance
    Automatic bank/broker sync Dividend/income forecast Tax reports

    PortfolioGlance does better: AI portfolio analysis, AI asset & market analysis, Portfolio health score +5

    Compare PortfolioGlance vs RentabloRead reviewVisit official site
See all Portfolio trackers

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.