PortfolioGlance alternatives
Apps that do the same job as PortfolioGlance. The most similar ones are at the top.
Why people look for alternatives to PortfolioGlance
- 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
Desktop app for investors who want returns calculated properly and data kept on their own computer. Free and open source.
Beats PortfolioGlance on portfolio health score, open source, and mobile app.
PortfolioGlance wins on AI portfolio analysis, AI asset & market analysis, and goal & time-to-goal.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats PortfolioGlance on tax reports and mobile app.
PortfolioGlance wins on AI portfolio analysis, AI asset & market analysis, and rebalancing & drift.
Open-source tracker that keeps your data on your device, with real TWR and MWR. Free, broker sync is a paid add-on.
Beats PortfolioGlance on automatic bank/broker sync, portfolio health score, backtesting & scenarios, and open source.
PortfolioGlance wins on AI asset & market analysis and AI portfolio roast.
Deep analytics for portfolios with bonds, options and property, and a Modelo 720 export. Free for 10 holdings.
Beats PortfolioGlance on automatic bank/broker sync, dividend/income forecast, tax reports, and portfolio health score.
PortfolioGlance wins on goal & time-to-goal and AI portfolio roast.
Native iPhone, iPad and Apple Watch tracker with MWR and TWR, paid once instead of monthly. Pro costs $4.99 or $49.99.
Beats PortfolioGlance on mobile app.
PortfolioGlance wins on multi-asset, AI portfolio analysis, and AI asset & market analysis.
Puts stocks, ETFs and crypto from many brokers and exchanges in one phone app. Free up to 10 assets, PRO $53.88 a year.
Beats PortfolioGlance on automatic bank/broker sync, tax reports, portfolio health score, and mobile app.
PortfolioGlance wins on rebalancing & drift, goal & time-to-goal, and custom groupings / tags.
Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.
Beats PortfolioGlance on tax reports and public / social portfolios.
PortfolioGlance wins on AI portfolio analysis, AI asset & market analysis, and rebalancing & drift.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats PortfolioGlance on dividend/income forecast and mobile app.
PortfolioGlance wins on AI portfolio analysis, AI asset & market analysis, and rebalancing & drift.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.