Glance

Glance

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Privacy-first portfolio tracker for long-term investors

Freemium - Free account / sign-up with premium subscription likely available for advanced features (details on site).

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About Glance

Glance is a privacy-first portfolio tracker that gives long-term investors a single, private dashboard for all holdings. Aggregate accounts across brokerages and portfolios, monitor dividends, view allocation and sector breakdowns, compare performance vs. benchmarks (S&P 500, MSCI World), and analyze metrics like Sharpe ratio. Private and encrypted by default with no ads or data selling.

Key Features

  • Multi-broker portfolio aggregation (one unified view)
  • Privacy-first: encrypted by default, no ads or selling of user data
  • Performance analytics: benchmarks, returns, Sharpe ratio comparison
  • Allocation & sector breakdowns and top-holdings overview
  • Dividend tracking and portfolio-level reporting

Who is this for?

Individual long-term investors and DIY investors who want a private, unified view of holdings across multiple brokerages.

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