Private betaAccess is currently by invitation.By invitation.
Preso
Log inGet early access
Investments

Every retirement account in one place

Link your brokerages read-only, or type in the ones that cannot connect. Preso shows one total, what your money is made of, and every holding your institution shares.

Get early access
Private beta · Access by invitation · Bank connections are read-only

Including the ones that will not link

401(k)s, IRAs, Roth accounts, brokerages, HSAs, and 529s — linked read-only where your institution supports it, added by hand where it does not.

What your money is made of

A plain breakdown by Stocks, Funds, Bonds, Cash, and Crypto, in both dollars and percentages, weighted by what each holding is currently worth.

Every holding, with what you paid

Shares, price, value, what you paid, and gain or loss for each position your institution shares. No ratings, no targets, no suggestions.

How it works

  1. 1

    Connect a brokerage, or add an account by hand if it cannot link.

  2. 2

    See one total across every investment account, with the date it came from.

  3. 3

    Open any linked account for its holdings, cost basis, and recent activity.

Frequently asked questions

Which accounts can I add?

401(k), Roth 401(k), IRA, Roth IRA, brokerage, HSA, 529, 403(b), and pension accounts. Linked where your institution supports it, typed in by hand where it does not. HSAs land here even when a bank files them as checking, because Preso classifies accounts by what they actually hold.

Does Preso show my returns or rate my portfolio?

No. You get current value, what the money is made of, and gain or loss per holding wherever your institution shares what you paid. There are no performance charts, no benchmarks, no ratings, no target allocations, and no suggestions about what to buy or sell.

What if my brokerage cannot connect?

Add it by hand — a name, the kind of account, and the balance. It counts toward your total and flows into your projection. Typed balances do not refresh on their own, so Preso flags one that is more than 30 days old.

How current are the numbers?

Holdings and prices come from your institution each time the account syncs, and every total is shown with the date it came from. They are not live market quotes, and Preso keeps the latest snapshot rather than a price history.

Does this feed my retirement plan?

Your balances flow into net worth and the projection. The stock and bond mix behind the range of outcomes is one you set per account in Planning — Preso does not infer it from your holdings.

Explore more of Preso

Retirement PlanningYour retirement plan, built from what you actually spendCustom CategoriesMake every transaction land in the right categoryAI Budget InsightsA financial analyst that has actually read your transactions

See your money clearly in about two minutes

Link your accounts once — Preso does the rest, automatically.

Get early access