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. Glance is built for long-term investors who want a cleaner way to understand how their portfolio is doing across different accounts, assets, and markets, without ads or selling user data.