# PortfolioGlance vs Wealthica

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> Content language: English.

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A side-by-side feature comparison.

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| Pricing | Free | Freemium |

### Tracking & data

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Partial |
| Automatic bank/broker sync | Not supported | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Not supported | Yes |
| Tax reports | Not supported | Partial |

### Analysis & insights

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| AI portfolio analysis | Yes | Not supported |
| AI asset & market analysis | Yes | Not supported |
| Portfolio health score | Yes | Partial |
| Rebalancing & drift | Yes | Not supported |
| Goal & time-to-goal | Yes | Not supported |
| Custom groupings / tags | Yes | Yes |
| Return method (TWR/MWR) | Yes | Not supported |
| Benchmark & alpha | Yes | Yes |
| Backtesting & scenarios | Not supported | Not supported |

### Access & pricing

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| Free tier | Yes | Yes |
| No account linking required | Yes | Partial |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Partial |

### Platform & reach

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| Mobile app | Partial | Yes |
| Multi-language | Yes | Yes |

### Community & extras

| Feature | PortfolioGlance | Wealthica |
| --- | --- | --- |
| Public / social portfolios | Not supported | Not supported |
| AI portfolio roast | Yes | Not supported |

## PortfolioGlance

**Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.**

**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

Verified 2026-07-01
Sources:
- PortfolioGlance — https://www.portfolioglance.com

- Official site: https://www.portfolioglance.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md

## Wealthica

**Canadian financial-account aggregator that syncs banks and brokerages into one dashboard with an add-on store.**

**Best for:** Canadian investors with accounts scattered across several institutions whose main problem is knowing their total net worth, especially bilingual households wanting a consolidated family balance sheet.

Strengths:
- Deep Canadian bank and brokerage coverage with an in-house connector collection, backed by Plaid/Yodlee on paid tiers
- Benchmark comparison against the S&P 500 / S&P/TSX on the free tier
- A real extension platform: an MIT-licensed add-on framework, a Power-Ups store and daily Google Sheets / Excel sync of your own data
- Genuinely bilingual product (English and French), including the app
- Household consolidation — assign accounts and assets to family members for a combined balance sheet

Trade-offs:
- The return figure has no documented methodology (no TWR/MWR/IRR/XIRR in its own API) and sits over a user-editable book value
- The free tier is a 3-institution teaser; unlimited syncing was removed in late 2023
- Health scoring, rebalancing and backtesting all require separate paid add-ons by other vendors
- No AI in the consumer product, and US coverage is a Premium-tier beta — it is essentially Canada-only
- File import is transactions-only CSV onto a manual asset; no holdings import, no XLSX or PDF

Verified 2026-07-21
Sources:
- Wealthica — Pricing (5 tiers, free-tier contents) — https://wealthica.com/pricing/
- Wealthica — How it works (daily sync, manual assets) — https://wealthica.com/how-it-works/
- Wealthica API — OpenAPI spec (no TWR/MWR/IRR; /performance deprecated) — https://wealthica.com/docs/swagger.yml
- Wealthica vs Sharesight (their own analytics/tax concession) — https://wealthica.com/blog/wealthica-vs-sharesight/
- iTunes Lookup API (id 1189909042) — version, ratings — https://itunes.apple.com/lookup?id=1189909042&country=ca

- Official site: https://wealthica.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/wealthica.md

*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.*