PortfolioGlance

What it does

Still using a spreadsheet for multiple portfolios? PortfolioGlance gives you a clear, unified view of all your investments — stocks, ETFs, crypto, bonds, real estate — across 30+ currencies and multiple brokerages. AI-powered asset analysis and "Roast My Portfolio" spots risks you didn't know existed. Free forever for core features.

Track stocks, ETFs, crypto, real estate, deposits, and private assets across multiple portfolios and 30+ currencies. Privacy-first portfolio tracker with AI insights, no credit card, and free AI tokens to start.

Skip the trade-by-trade logging — just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too. Every analysis is grounded in recent news, the latest company press releases, and current market data, then weighed against the notes you keep on that holding. Re-run it whenever something changes. One full analysis per asset: a scorecard, explicit risk flags, and a written report in four parts. It reads the notes you keep on that holding, so you can see exactly why the AI reached its conclusion. The company posts an outstanding ROE (53.4%) and steady revenue growth (19.3% YoY). The key risks remain its high leverage (D/E of 197.5%) and…from portfolioglance.com

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