Opens the app you already use, such as 1Password or Google Authenticator.
Setup key
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Save your backup codes
Two-step sign-in is on. If you lose your phone, one of these codes gets you back in. Each works once, and using one turns two-step sign-in off so you can set it up again. Keep them somewhere safe and private, and not on the same phone as your authenticator app.
These replace any backup codes you had before. The old ones stop working.
Turn off two-step sign-in
Type the current 6-digit code from your app to turn this off. After that, your password alone will get into your account.
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Wealth
Import Holdings
1
Upload
2
Analyze
3
Review
4
Done
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Screenshot
Photo of positions page
📄
PDF
Exported statements
Tap to upload or drag & drop
Screenshot, photo, or PDF of your brokerage positions page. Works with Fidelity, Schwab, Vanguard, E*Trade, and more.
💡
Tip: For best results, capture the full positions table including ticker symbols, share counts, and market values.
Works with any brokerage
Analyzing your holdings
Praesco is reading your file and extracting position data...
Holdings Imported
These holdings now appear in your Wealth tab under Holdings. Praesco will track price changes and include them in your net worth.
Couldn't parse holdings
The AI couldn't extract holdings from this file. Try a clearer screenshot or a different export format.