The AI Research Platform Built for Wealth Advisors & Serious Investors
Prism synthesizes market signals that matter into conviction scores, AI narratives, and a plain-English morning brief — so your team spends less time digging through data and more time making informed decisions. Institutional-grade research at a fraction of the institutional price.
Tickers, prices, and AI narratives shown are illustrative. For informational purposes only — not investment advice.
Who is Prism for?
Find your fit
Wealth Advisors & RIAs
Run your whole practice on one platform.
- ✓Unlimited users — one flat price
- ✓White-label branding for clients
- ✓Group AI portfolio synthesis
- ✓Company hierarchy & scoped admin
Active Traders
Options intelligence most platforms charge extra for.
- ✓IV rank, P/C ratio, max pain, unusual activity
- ✓LEAPS screening built in
- ✓AI conviction with options context
- ✓Natural language screener
Self-Directed Investors
Institutional-grade research at $99/mo.
- ✓7-signal AI conviction model
- ✓Dual-perspective bull/bear narratives
- ✓AI Morning Brief, every market day
- ✓Weekly signal digest email
Your clients deserve institutional-grade research. The tools that provide it were never built for you.
Prism synthesizes every signal that matters — analyst consensus, momentum, RSI, insider activity, options flow, earnings history — into conviction scores and AI narratives your team can act on.
The research infrastructure institutional desks run on was built for firms with analyst teams and enterprise budgets. Independent advisors, boutique asset managers, and self-directed investors were left to stitch together screeners, spreadsheets, and data exports.
Research that should take minutes takes hours. Data scattered across screeners, spreadsheets, and tools that do not talk to each other — leaving less time for the clients who matter.
General AI tools can discuss stocks. They don't score them, track conviction history, surface options flow, or produce compliance-conscious research briefs your whole team can act on.
Features
Everything your practice needs
Prism Copilot
Ask why a ticker's conviction score moved and get an answer grounded in Prism's own data, citing the specific indicators behind it. Available on every ticker and group view.
AI Natural Language Screener
Type what you're looking for in plain English. Prism screens your entire stock universe with AI and returns matches with reasons in seconds.
Customizable Conviction Model
Seven signals — analyst consensus, momentum, price target upside, RSI, 52-week range, insider activity, earnings surprise — each with a configurable weight. Adjust the model to match your investment philosophy. Every ticker scores 0-100.
Dual-Perspective AI Conviction
Bull case, bear case, balanced synthesis — every ticker gets a structured three-part perspective from Frontier AI Models available in Azure AI Foundry. Fresh on every refresh.
Group AI Portfolio Synthesis
One click surfaces an AI-generated narrative across your entire custom group — conviction distribution, sector concentration warnings, and cross-ticker divergence highlights. No other tool at this price point does this.
Model Group Templates
Start from a ready-made model, Quality Momentum, Dividend Growth, or Low-Volatility Income, and Prism pre-fills the name, description, and full ticker composition. Edit anything before you save.
Conviction Sparkline & History
See 30-day conviction trends directly on stock cards. Open any stock for the full conviction history chart, 30/60/90-day views, and a one-click PDF compliance export of your AI research log.
Signal Delta & Weekly Digest
Badge-level indicators show exactly what changed since your last screen — RSI moved, momentum flipped, analyst consensus shifted. Firm plans get a weekly email digest of your top conviction movers.
Options Intelligence
IV rank, put/call ratio, max pain, and unusual activity flags — the signals institutional traders watch every morning. Full panel with IV Percentile gauge and LEAPS chain on higher tiers.
5 Investor Personas
Conservative, Momentum, Value, RSI, Range — each with a tailored AI narrative and conviction view so you see exactly what matters to your strategy.
White-Label Branding
Your logo, colors, and domain. Clients experience your brand. Prism powers it behind the scenes.
Fully Configurable Platform
Persona bundles, per-tenant feature toggles, and custom conviction model weights let you shape Prism around your workflow. Dial up insider activity for value-focused research. Downweight momentum for conservative screens. Hide features you never use.
Compliance-Conscious by Design
Professional certification gate, full audit logs, and output framed as research screening — not buy/sell signals. Built to support regulated workflows without slowing you down.
AI Morning Brief
Start every day with an AI-generated market brief tailored to your watchlist. Context before the open, no manual prep.
Audio Morning Brief
Listen to your Morning Brief instead of reading it. One click narrates the general research or options-focused brief in a natural voice, hands-free before the open.
SEC Filings, Built In
Recent 10-Q and 8-K filings, plus a rolling count of insider Form 3/4/5 activity, right on the ticker page, sourced directly from EDGAR. No separate trip required.
AI-Native · Not AI-Bolted-On
Research intelligence that thinks in two directions.
- →Bull case and bear case, not just a score — structured dual-perspective analysis so you walk in knowing both sides of every thesis
- →Powered by Frontier AI Models available in Azure AI Foundry — the same class of intelligence used by institutional research desks, with every call tenant-scoped and logged
- →Synthesizes analyst consensus, insider patterns, momentum signals, earnings history, and options flow into one balanced narrative
- →Group AI Portfolio Synthesis sees across your entire custom watchlist — conviction distribution, concentration warnings, and cross-ticker divergence in one click
AI-generated conviction scores and narratives are for informational and research purposes only. Not investment advice.
New · Dual-Perspective Conviction
Bull case. Bear case. One balanced view.
Prism now surfaces both sides of every investment thesis — so you can walk into a client conversation knowing the upside story and the risks, not just a number.
- 📈Bull Case
The strongest positive signals — analyst momentum, revenue growth catalysts, and options market positioning — distilled into 1-2 sentences.
- 📉Bear Case
Key risks, caution signals, and downside scenarios surfaced clearly — so nothing catches you off guard.
- ⚖️Synthesis
A balanced 2-3 sentence narrative weighing both perspectives — the conviction statement you can actually use with clients.
- ⚙️Your Model
Adjust the weight of all 7 signals to match your philosophy. Conservative desk weights analyst consensus higher. Momentum desk leads with RSI. Included in every plan.
AI-generated research perspectives. Not investment advice.
AI Screener · New
Just describe what you're looking for.
Type plain English. Prism screens your entire stock universe with AI and returns matches with reasons — no filters, no dropdowns.
NVIDIA Corp
$208.92
-1.99%
93% analyst buy
✓ 93% analyst buy rating, exceeding the strong consensus threshold.
Microsoft Corp
$423.49
+2.95%
91% analyst buy
✓ 91% analyst buy rating in the Technology sector, strong institutional backing.
Broadcom Inc
$404.76
+1.23%
95% analyst buy
✓ 95% analyst buy — highest consensus across the screened universe.
+ 12 more matches
* Illustrative example only — not investment advice. See full disclaimer.
Natural language, not dropdowns
Say what you mean. The AI understands intent, not just keywords.
Entire universe, one call
78 stocks screened in seconds — not one filter at a time.
Explains every match
Each result includes specific numbers and a plain-English reason.
Custom chips per firm
Admins configure quick queries tailored to their client universe.
Options Intelligence
See what the options market is telling you — at a glance.
Most screeners ignore the options market. Prism surfaces the signals institutional traders watch every morning.
Options data and analytics are for informational and research purposes only. Not investment advice.
White-Label
Your brand. Your clients. Your edge.
Clients experience your brand, powered by Prism behind the scenes. Custom domain, logo, colors, and login page — fully yours.
Branded Subdomain
Your clients access research at yourfirm.prism.shorect.com — a clean, firm-specific URL with no setup required on your end.
Brand Colors & Logo
Your logo in the header, your primary color throughout the UI. Clients see your firm, not ours.
Branded Emails
Invitation and notification emails arrive from your domain, signed with your firm name.
Feature Control
Turn features on or off for your team. Adjust conviction model weights to match your investment philosophy. Hide the options suite. Surface only what fits your workflow.
Branded subdomain included in the Firm plan. No DNS changes needed on your end.
How It Works
Up and running in minutes
Connect your client list
Invite clients via email. They sign in with Google, Microsoft, or magic link. No app download required.
Build your universe
Create custom stock groups for each strategy or client type. Drag and drop tickers into any group.
Screen with confidence
Every ticker is scored, analyzed by AI, and explained in plain English. In seconds, not hours.
Simple, Honest Pricing
Two plans, one platform. Pick the one that fits how you work.
Individual
The complete Prism platform for one user.
- ✓7-signal conviction scoring (0-100)
- ✓Dual-perspective AI: Bull / Bear / Synthesis
- ✓Full options analytics: IV rank, P/C ratio, max pain, unusual activity
- ✓LEAPS options screening
- ✓AI Morning Brief
- ✓Natural language stock screener
- ✓Custom groups and group AI synthesis
- ✓Full conviction history and PDF research briefs
- ✓Weekly signal digest email
- ✓Custom conviction scoring weights
- ✓Conviction sparkline and signal delta badges
- ✓1 user
- ✓Email support
Firm
Unlimited users. White-label. One firm-wide subscription.
- ✓Everything in Individual
- ✓Unlimited users
- ✓White-label branding
- ✓Branded client portal links
- ✓Company hierarchy and scoped admin
- ✓Per-company feature overrides
- ✓Priority support
15-day free trial on all plans. A payment method is required to start, and billing begins automatically on day 16 unless you cancel before the trial ends. Annual plans are billed upfront.
Ready to see it in action?
Institutional research tools.
Built for advisors, asset managers, and serious investors.
See the full platform live with your own stock universe. We'll walk you through everything — no slides, just the product.
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