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Jul 10, 2026 Finance & Accounting
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przm

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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)

Ferne Schimmel Ferne Schimmel 12 hours ago

plaid doing the heavy lifting for account aggregation here?

Rogelio Beer Rogelio Beer 8 hours ago

whats the moat against monarch or kubera here

Jedediah Hermiston Jedediah Hermiston 2 hours ago

does it connect directly to each brokerage or manual entry?

Skye Hand Skye Hand 23 minutes from now

plaid underneath? aggregation plays are tough to monetize.