I have always found this surprisingly messy. Personally, I have investments across more than 8 brokers (these brokers gave generous referral rewards and I snapped them up).
A lot of investors I know, including myself, use a mix of broker apps and/or spreadsheets, but still don t have one clean place to understand overall performance, allocation, dividends, and progress.
Hey PH community, Nigel here 👋
I built Glance because I was tired of switching between multiple broker apps and spreadsheets just to understand my portfolio.
I invest across a few platforms, and it has gotten messy with no single place to see performance, allocation, dividends, or overall progress.
So I built Glance to solve that:
• unify all your investments in one clean dashboard
• track performance + allocation
• import via CSV or manually add transactions
• compare progress against benchmarks
It’s still early, and I’m actively improving it. I’d really love your feedback, what feels confusing, missing, or unnecessary? 🙏