PortfolioGlance
A private investment tracker unifying multi-brokerage assets, net worth, and crypto with optional AI analysis.
Open productWhat it does
About PortfolioGlance
PortfolioGlance is a personal investment tracking application built to aggregate assets across multiple brokerages, retirement accounts, crypto wallets, cash, and real estate into a single consolidated net worth dashboard. It supports over 30 currencies and converts asset values using historical exchange rates to reflect true currency performance. Designed around privacy, PortfolioGlance does not require bank synchronization or brokerage account logins, instead allowing users to import holdings via CSVs, statements, or screenshots. The platform provides free core analytics along with optional AI-driven asset analysis grounded in current market data, news, press releases, and investor personas.
- Availability:
- launched
- Access:
- freemium
- Format:
- software
Pricing at launch: Core portfolio tracking and analytics are free without requiring a credit card. Advanced AI features use optional tokens after using the pool included with an account.
Core capabilities
Unified Multi-Currency Asset Tracking
Aggregates stocks, ETFs, crypto, bonds, cash, retirement accounts, and real estate into one net worth view across 30+ currencies using real historical exchange rates.
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