Glance

Privacy-first dashboard tracking your whole investment portfolio across brokerages.

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Glance is a privacy-first dashboard that consolidates an investor's holdings, transactions, performance, allocation, dividends, and watchlists across multiple brokerages and asset classes into one view. Investments are added manually or by importing broker CSVs, and the product carries no ads and does not sell user data. It's aimed at long-term investors tired of switching between broker apps and spreadsheets.

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