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PortfolioGlance vs Treestep
A side-by-side feature comparison.
| Feature | PortfolioGlance | Treestep |
|---|---|---|
| Pricing | Free | Freemium |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes | Not supported |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported | Not supported |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | —Not verified |
| Dividend tracking | Yes | Not supported |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported | Not supported |
| Tax reports | Not supported | Not supported |
| Analysis & insights | ||
| AI portfolio analysis | Yes | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Yes | Yes |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Yes | Partial |
| Goal & time-to-goal | Yes | Partial |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes | —Not verified |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported | Partial |
| Access & pricing | ||
| Free tier | Yes | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |
| Platform & reach | ||
| Mobile app | Partial | Not supported |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported | Partial |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Yes | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
PortfolioGlance
Free
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
Treestep
Freemium
Turns investing into a game with XP, quests and guilds, for French beginners. Free plan, premium €9.99 a month.
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.