Is PortfolioGlance completely free?

Yes — completely. Track as many portfolios as you want, in 30+ currencies, with full analytics. No credit card needed. AI analysis is free to start too — you get a token pool included. You'd only pay if you later want more AI beyond what the free pool covers.

Can I import a CSV file or sync with my broker?

Not currently — and it's intentional. Brokerage CSV exports are notoriously unreliable: inconsistent formats, missing split adjustments, and ticker mismatches mean you'd spend more time fixing the import than entering positions manually. We also deliberately avoid asking for broker credentials or account access — your financial data stays on your side. PortfolioGlance focuses on your current holdings, not transaction history. Adding your key positions takes 1–2 minutes and gives the AI exactly what it needs for a clear analysis.

What types of investments can I track?

You can track stocks, ETFs, cryptocurrencies, bonds, REITs, cash, real estate, private assets, and other investment types. PortfolioGlance automatically fetches prices from trusted market data sources for listed assets. For unlisted or private assets, you can manually override prices at any time.

How secure is my portfolio data?

Your data is encrypted both at rest and in transit using industry-standard security measures. We never ask for brokerage logins or bank credentials. Everything is manual entry, so you control exactly what information you share. We don't sell your data to third parties, ever.

Can I track multiple portfolios and broker accounts?

Yes. PortfolioGlance is built for investors who use multiple brokerages, retirement accounts, crypto wallets, and other account types. You can manage them separately while still seeing one combined net worth, performance view, and diversification picture.

How does AI portfolio analysis work?

Our AI analyzes your portfolio structure, diversification, risk levels, and individual instrument fundamentals. It explains what is working, what needs attention, and where you may be overexposed in plain English. You can start using AI analysis with the free token pool included in the app.

Can I delete my account and data?

Yes. You have full control over your data. You can delete your entire account and all associated portfolio data at any time from your account settings. Once deleted, your data is permanently removed from our systems in compliance with GDPR regulations.

What currencies can I track?

PortfolioGlance supports 30+ currencies including USD, EUR, GBP, JPY, CHF, AUD, CAD, and many more. You can mix multiple currencies in a single portfolio, and we automatically handle currency conversions using real-time exchange rates. Each instrument can be tracked in its native currency for maximum accuracy.

Does PortfolioGlance support real-time prices?

Yes, for publicly traded assets like stocks, ETFs, and cryptocurrencies, we fetch real-time prices from trusted market data sources. Prices are updated automatically when you view your portfolio. For private assets or unlisted securities, you can manually set and update prices whenever needed.

Can I use PortfolioGlance on mobile?

Yes! PortfolioGlance is a Progressive Web App (PWA) that works seamlessly on mobile devices. You can install it directly from your mobile browser for a native app-like experience. The interface is fully responsive and optimized for both phones and tablets.

Who is PortfolioGlance built for?

PortfolioGlance is designed for beginner and intermediate DIY investors who want a simple portfolio tracker without brokerage linking. It is especially useful if you invest across multiple accounts, multiple currencies, or different asset types and want AI help understanding the big picture.

Who built PortfolioGlance?

PortfolioGlance was created by an active investor and experienced software engineer as a long-term passion project. The goal is simple: make portfolio tracking and portfolio analysis clearer, more private, and more useful for everyday investors.

How do I add investments? Do I need to log every trade?

No trade-by-trade logging needed. You just enter what you currently hold: the instrument, quantity, and your average purchase price. If you buy more shares later, you update the quantity and average price. The whole process takes seconds, not minutes — there are no CSV imports, no transaction dates to remember, and no trade history to reconstruct.

No credit card required

Free Portfolio Tracker:
One look. Clear picture of your portfolio.

Track multiple portfolios, currencies, and asset types in one simple dashboard. Understand risk, diversification, and performance without spreadsheets or brokerage linking.

Portfolio tracker for people who want clarity, privacy, and AI help without finance jargon.

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No credit card required

Free AI token pool to start

Setup in 2 minutes

Why PortfolioGlance is easy to recommend

See what the app does well, who it helps most, and why it makes portfolio tracking feel simpler.

Built for multiple portfolios

Most investors end up with holdings scattered across brokerages, apps, and spreadsheets. PortfolioGlance brings everything into one place so you can see your actual net worth instead of a fragmented guess.

30+ currencies, one clear view

Mix USD, EUR, PLN, GBP, JPY, and many more currencies while still getting one unified dashboard and one understandable performance picture.

Supports real-world asset mixes

PortfolioGlance covers stocks, ETFs, bonds, crypto, real estate, REITs, cash, and private assets, so the app fits how real investors actually allocate capital.

AI explains the big picture

Use AI to understand diversification, concentration risk, strategy allocation, market-region exposure, and what may deserve attention next.

Know where every dollar goes

See sector breakdown, market-region exposure, asset allocation, passive income, and benchmark comparisons across 30+ currencies and many asset types.

Privacy-first by design

There is no brokerage linking, no bank sync, and no need to share financial credentials. Manual entry keeps control and privacy on your side.

Free to start, fair to grow

No paywall for core features. Full portfolio tracking, multi-currency support, and analytics without entering payment details. AI analysis starts free too.

Consistent Growth Over Time

$0→$2M

0% progress

How Portfolio Tracking Works

Enter what you hold: instrument, quantity, and average price

We organize and analyze everything for you

You get a clear, simple view of your portfolio

Manage Multiple Portfolios

Track your retirement account, brokerage, crypto wallet, cash, and real estate investments in one place. All accounts are converted to your preferred currency with unified performance metrics.

Interactive Brokers

50.2%

$253,000.00

Daily Change

+$1,350.00+0.56%

USD

8 instruments

IRA (Individual Retirement Account)

20.9%

€97,000.00

Daily Change

+€180.00+0.20%

EUR

12 instruments

Rental Properties

20.8%

415,000.00 zł

Daily Change

+400.00 zł+0.10%

PLN

3 instruments

Crypto Binance

8.1%

$41,000.00

Daily Change

+$890.00+2.33%

USD

4 instruments

Your Net Worth at a Glance

See your total portfolio value, profit/loss, and daily performance across all accounts. Track progress toward your financial goals with real-time analytics.

Total Portfolio Value

Consolidated view across all investments

Current Total Value

$480,000.00

Total Unrealized P/L

$25,000.00

+5.49%

Total Daily Change

+$2,820.00

+0.59%

Total Return

+$25,000.00

+5.49%

Portfolio Goal

$2,000,000.00

24.0%

Current: $480,000.00Remaining: $1,520,000.00

Geographic Market Breakdown

See how your investments are distributed across the globe — from North America and Europe to Emerging Markets and Asia-Pacific.

Investment Strategy Breakdown

Understand how your capital is allocated across investment strategies — growth, income, core holdings, safety nets, and speculative bets.

Asset Type Breakdown

See how much capital you have in listed instruments, cryptocurrencies, non-listed assets, and cash. One chart — a complete picture of your portfolio structure.

Sector & Industry Breakdown

See exactly which sectors drive your portfolio — technology, finance, healthcare, energy, and more. Click any segment to drill down and see the instrument types within each class.

Track Passive Income Streams

Monitor all your dividend payments, rental income, and interest earnings in one view. See which portfolios generate the most passive income and track growth over time.

Visualize Your Investment Journey

Compare how much you've invested versus your current portfolio value. Track your contribution patterns and see how market performance impacts your wealth over time.

Benchmark Your Performance

Compare your portfolio returns against major market indices like S&P 500 and NASDAQ. See if your investment strategy is beating the market or if index funds might be a better option.

📊 Interactive Demo — This is a live preview with sample data.
Sign up to track your real portfolio and unlock AI-powered insights.

Experience AI-Powered Portfolio Insights

Every portfolio component gets analyzed with personalized insights. Below is a live example from our "Interactive Brokers - US stocks & ETFs" demo portfolio.

Portfolio analysis

Dec 04, 2025

Portfolio Match

The portfolio demonstrates solid alignment with your growth and income strategy, though the substantial cash position indicates untapped growth potential.

75%

Strong tech exposure with MSFT (+42.5%) and AAPL (+35%) driving impressive portfolio growth

️ Cash balance at 59.8% significantly limits growth potential—consider deploying capital during market opportunities

VYM ETF provides reliable 3.2% dividend yield, establishing a steady income stream

️ Technology sector concentration at 67% increases volatility risk—diversify into healthcare or consumer staples

Long-term investment horizon (10 years) supports current equity allocation strategy and market volatility tolerance

Diversified approach blends individual stocks with broad market ETF exposure (VOO) for balanced risk

Portfolio Performance History

+235.0%

Current Value

$253,760.00

Total Gain/Loss

+$178,010.00

Historical snapshots are created on the 1st of each month

Listed Asset

4 assets

42.3%

Asset	Current Value	Total Profit/Loss	Last Session Change	Weight
MSFT Microsoft Corporation BUY 40 @ $240.00 $9,600.00	$13,680.00 ($342.00)	+$4,080.00 (+42.50%)	+$160.00 (+1.18%)	21.3%
AAPL Apple Inc. BUY 25 @ $130.00 $3,250.00	$4,625.00 ($185.00)	+$1,375.00 (+42.31%)	+$50.00 (+1.09%)	7.2%
NVDA NVIDIA Corporation BUY 15 @ $145.00 $2,175.00	$3,840.00 ($256.00)	+$1,665.00 (+76.55%)	+$75.00 (+1.99%)	6.0%
JNJ Johnson & Johnson BUY 30 @ $175.00 $5,250.00	$4,950.00 ($165.00)	$-300.00 (-5.71%)	$-30.00 (-0.60%)	7.7%

Listed Asset

2 assets

57.7%

Asset	Current Value	Total Profit/Loss	Last Session Change	Weight
VOO Vanguard S&P 500 ETF BUY 50 @ $360.00 $18,000.00	$25,650.00 ($513.00)	+$7,650.00 (+42.50%)	+$400.00 (+1.58%)	40.0%
VYM Vanguard High Dividend Yield ETF BUY 80 @ $100.00 $8,000.00	$11,360.00 ($142.00)	+$3,360.00 (+42.00%)	+$80.00 (+0.71%)	17.7%

📊 Interactive Demo — This is a live preview with sample data.
Sign up to track your real portfolio, unlock AI-powered insights and see all features.

Your investments won't organize themselves.

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Frequently Asked Questions

Everything you need to know about PortfolioGlance

Free Portfolio Tracker:One look. Clear picture of your portfolio.

Why PortfolioGlance is easy to recommend

Built for multiple portfolios

30+ currencies, one clear view

Supports real-world asset mixes

AI explains the big picture

Know where every dollar goes

Privacy-first by design

Free to start, fair to grow

How Portfolio Tracking Works

Enter what you hold: instrument, quantity, and average price

We organize and analyze everything for you

You get a clear, simple view of your portfolio

Manage Multiple Portfolios

Interactive Brokers

IRA (Individual Retirement Account)

Rental Properties

Crypto Binance

Your Net Worth at a Glance

Total Portfolio Value

Geographic Market Breakdown

Investment Strategy Breakdown

Asset Type Breakdown

Sector & Industry Breakdown

Track Passive Income Streams

Visualize Your Investment Journey

Benchmark Your Performance

Experience AI-Powered Portfolio Insights

Portfolio analysis

Key Observations (6)

Portfolio Performance History

Listed Asset

Listed Asset

Your investments won't organize themselves.

Frequently Asked Questions

Is PortfolioGlance completely free?

Is PortfolioGlance completely free?

Can I import a CSV file or sync with my broker?

Can I import a CSV file or sync with my broker?

What types of investments can I track?

What types of investments can I track?

How secure is my portfolio data?

How secure is my portfolio data?

Can I track multiple portfolios and broker accounts?

Can I track multiple portfolios and broker accounts?

How does AI portfolio analysis work?

How does AI portfolio analysis work?

Can I delete my account and data?

Can I delete my account and data?

What currencies can I track?

What currencies can I track?

Does PortfolioGlance support real-time prices?

Does PortfolioGlance support real-time prices?

Can I use PortfolioGlance on mobile?

Can I use PortfolioGlance on mobile?

Who is PortfolioGlance built for?

Who is PortfolioGlance built for?

Who built PortfolioGlance?

Who built PortfolioGlance?

How do I add investments? Do I need to log every trade?

How do I add investments? Do I need to log every trade?

Manage Multiple Portfolios

Interactive Brokers

IRA (Individual Retirement Account)

Rental Properties

Crypto Binance

Your Net Worth at a Glance

Total Portfolio Value

Geographic Market Breakdown

Market Region Breakdown

Investment Strategy Breakdown

Strategy Breakdown

Asset Type Breakdown

Portfolio Structure

Sector & Industry Breakdown

Asset Class Breakdown

Track Passive Income Streams

Passive Income by Portfolio

Visualize Your Investment Journey

Portfolio Contributions History

Free Portfolio Tracker:
One look. Clear picture of your portfolio.