Glance

What it does

Tired of switching between broker apps and spreadsheets? Glance is a privacy-first portfolio tracker that gives you one clear view across all your investments. Track holdings, dividends, performance, and benchmarks in one clean dashboard.

Glance is a privacy-first portfolio tracker for long-term investors. Track holdings across brokers, monitor dividends, compare benchmarks, and analyze portfolio performance in one clean dashboard.

Track investments across brokerages, portfolios, and asset classes in one private, beautifully clear dashboard. See holdings across brokerages and portfolios in one clear view. Private and encrypted by default, with no ads and no selling of user data. Track performance, allocation, dividends, and benchmarks with clarity. Stop jumping between broker apps, spreadsheets, and mental math. Glance gives you one calm overview of what you own and how it's performing. Track portfolio growth, compare against benchmarks, monitor allocation, and follow dividend income over time. Connect supported brokerages, import historical trades from CSVs, or add positions manually. Glance fits your workflow.…from glancewealth.com

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