A web app that combines scattered investing accounts into one view
przm is a web service that tries to show a person’s s as one complete picture. Its maker had money spread across 3 , an employee stock plan, and an old 401k from 2 past jobs, so no single app showed the full picture.
Each finance app only showed its own slice, and many holdings were hidden inside funds, which could make a supposedly balanced set of accounts depend heavily on the same few tech stocks. przm aims to scan the whole across accounts, show where money is too concentrated, and reveal overlap that one broker screen would miss.
It also aims to show where money is moving across the market, not just whether prices are up or down, by highlighting sectors and smaller that money is entering or leaving. The goal is also to lower the barrier for people with little finance experience who find trading hard to understand.
Key points
- The service tries to combine s from several accounts into one view.
- It looks for hidden overlap inside funds and across brokers.
- It aims to show when a is too concentrated in one theme, such as tech stocks.
- It also tries to show which market sectors and money is moving into or out of.
- The product is aimed partly at people who find finance and trading hard to enter.