Description
Glance gives you a single, privacy-first view of your entire portfolio across brokerages, portfolios, and asset classes. Instead of switching between broker apps and spreadsheets, you can track your holdings, transactions, performance, allocation, dividends, and watchlists from a single dashboard. Add investments manually or by importing broker CSVs.…
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Glance FAQ
What is Glance?
Glance gives you a single, privacy-first view of your entire portfolio across brokerages, portfolios, and asset classes. Instead of switching between broker apps and spreadsheets, you can track your holdings, transactions, performance, allocation, dividends, and watchlists from a single dashboard. Add investments manually or by importing broker CSVs.
Is Glance free?
Glance is freemium.
Do I need to download Glance?
No. Glance runs in your browser at glancewealth.com, so there's nothing to install.
What are the best Glance alternatives?
Popular alternatives to Glance include moneycrunchlab, FIRECalculatorHQ and Tools Berry. See all Glance alternatives