PortfolioGlance

PortfolioGlance is a free, AI-powered portfolio tracker that gives DIY investors one clear picture of everything they own — without spreadsheets, brokerage logins, or finance jargon.

Most investors end up with holdings scattered across brokers, apps and Excel files, in several currencies, with no single view of their real net worth. PortfolioGlance fixes that. Enter your holdings manually (or import a broker CSV) and instantly see every stock, ETF, bond, REIT, cryptocurrency, cash balance and private asset — such as real estate or gold — combined into one dashboard, automatically converted across 30+ currencies.

What sets PortfolioGlance apart is AI that actually explains your portfolio in clear, everyday language. It reads each holding using fresh news, press releases and fundamentals to produce a scored report with risk flags, rates how well your whole portfolio matches your goals, and gives you a calm portfolio health score covering diversification, cash, region and concentration. Set allocation targets and it suggests how to split your next contribution to stay on track — without selling anything. You can even get your portfolio "roasted" in the brutally honest voice of legendary investors like Warren Buffett or Cathie Wood, and share the result.

Beyond AI, you get benchmark comparison (see how you'd have done in the S&P 500, NASDAQ, Bitcoin or gold, including your alpha), dividend and passive-income tracking, goal projection with milestones, custom breakdowns of your holdings, monthly performance snapshots, and a free compound-interest calculator.

PortfolioGlance is privacy-first by design: there's no bank or brokerage linking and no shared credentials — your data stays on your side. The core product is free, with free AI tokens to start and no credit card required. It's built for beginner-to-intermediate investors who want clarity and control across multiple accounts, currencies and asset types.

One look. A clear picture of your whole portfolio.