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https://przm.tech Bit of backstory: I've got money split across 3 brokerages, employee stock plan and an old 401k from 2 jobs, and I could never see what I owned as one picture. Every app shows its own slice, and a ton of it is buried inside funds, so you don't notice that your "diversified" accounts are secretly the same handful of tech stocks. Separate problem: when the market moved, I never actually knew where the money was going. Up or down told me nothing about what was re...
Comments (4)
plaid doing the heavy lifting for account aggregation here?
whats the moat against monarch or kubera here
does it connect directly to each brokerage or manual entry?
plaid underneath? aggregation plays are tough to monetize.
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