GlanceSee your entire portfolio at a glance.
Track investments across brokerages, portfolios, and asset classes in one private, beautifully clear dashboard.
Total Value
$412,680.34
+$18,240.12 (+4.62%) past year
Allocation
vs Benchmark
Unified
See holdings across brokerages and portfolios in one clear view.
Private
Private and encrypted by default, with no ads and no selling of user data.
Analytics
Track performance, allocation, dividends, and benchmarks with clarity.
Portfolio visibility
A single view across all your investments.
Stop jumping between broker apps, spreadsheets, and mental math. Glance gives you one calm overview of what you own and how it's performing.
Accounts
Fidelity
Individual Brokerage
Vanguard
Roth IRA
Schwab
Joint Account
Manual
Private Equity
Top Holdings
Portfolio Performance
1Y Return
+16.2%
vs S&P 500
+4.8%
Sharpe
1.24
Sector Allocation
Dividends
$2,140 YTD
Deeper insight
Understand more than just your balance.
Track portfolio growth, compare against benchmarks, monitor allocation, and follow dividend income over time.
- Portfolio growth over time
- Sector, geographic, and asset-class allocation
- Benchmark comparison
- Dividend monitoring
Flexible by design
Built for how investors actually track.
Connect supported brokerages, import historical trades from CSVs, or add positions manually. Glance fits your workflow.
Connect brokerages
Link supported accounts for automatic position syncing.
Import CSVs
Upload trade history from any broker export format.
Add manually
Track private equity, property, or off-platform holdings.
Privacy-first
Built for trust, not attention.
Glance is designed for private portfolio monitoring — not feeds, noise, or engagement loops. Your data stays yours.