AI Capabilities
Every layer of research.
Powered by AI.
From scoring individual tickers to synthesizing your entire portfolio — Prism layers AI at every level of the research workflow.
Foundation
The 7-Signal Conviction Model
Each signal is independently scored. The composite conviction score reflects the balance of evidence across all seven dimensions — not a single data point. Every plan can tune signal weights to match your investment philosophy.
Analyst Consensus
Buy/Hold/Sell distribution across covering analysts, weighted by recency and firm tier.
Momentum
Price momentum relative to sector peers over 1-day, 5-day, and 20-day windows.
Price Target Upside
Percentage upside to mean analyst price target — calibrated for over-optimism bias.
RSI Position
14-day RSI mapped to a 0–100 conviction score, with oversold/overbought zone weighting.
52-Week Range
Current price position within the 52-week high/low range as a screening filter.
Insider Activity
Net insider buy/sell activity over the trailing 90 days, normalized by float.
Earnings Surprise
Rolling average of EPS surprise magnitude across the last four quarters.
Conviction scoring that thinks like your firm
Every plan can customize signal weights to match your investment philosophy. A momentum shop can amplify RSI and momentum signals. An income-focused firm can weight analyst consensus and price targets higher. Your scoring model, your edge — not a vendor's default.
Options Intelligence
Options signals woven into the narrative
Options market data — IV Rank, Put/Call ratio, Max Pain, and unusual activity — is injected directly into the AI conviction prompt. The narrative reflects options positioning alongside fundamental signals.
- IV Rank (low/mid/high volatility environment)
- Put/Call ratio skew interpretation
- Max Pain relative to current price
- Unusual volume/OI flags
Example AI Narrative
“Microsoft demonstrates resilient fundamentals with a 72/100 conviction score. Analyst consensus is strong at 85 (38 Buy, 7 Sell). The mean price target of $438 implies 18% upside. RSI at 54 is neutral — neither overbought nor oversold. Options show IV Rank 28 (low volatility environment) with a slight call skew (P/C 0.63), suggesting institutional positioning remains constructive.”
For informational and research purposes only. Not investment advice.
RSI 34 (oversold territory), $2.4M insider net buying in 90d
RSI 37, CEO purchased 50k shares last month
RSI 38, CFO + 3 directors bought on dip
Natural Language Screener
Just describe what you're looking for
Type plain English. Prism translates your query into screening criteria, runs it across your entire stock universe, and returns ranked matches with AI-generated explanations.
- No dropdowns, filters, or complex queries
- AI explains why each match qualifies
- Firm admins configure quick-query chips
- Works across all 7 signals + options data
Group-Level AI
Portfolio synthesis, not just ticker-by-ticker
Prism reads the conviction scores, signal deltas, and options positioning across every stock in a group — then synthesizes a single cohesive portfolio narrative. Institutional-quality commentary in seconds.
- Identifies concentration risk and sector skew
- Surfaces the strongest and weakest conviction positions
- Highlights divergence between momentum and analyst signals
- Updates each time the group is refreshed
✨ Group AI Synthesis
“Your Large-Cap Tech group shows a split conviction picture. MSFT (81) and GOOGL (78) lead on analyst consensus and price target upside, while AAPL (61) lags on RSI and momentum. NVDA shows the sharpest week-over-week improvement (+9 pts) driven by an RSI recovery from oversold territory. Overall group sentiment is constructive, though options positioning across the group shows elevated IV — watch for earnings volatility.”
Conviction Intelligence
Track how conviction evolves over time
A conviction score is more useful when you can see where it's been — and what specifically changed.
30-Day Sparklines
Every ticker card shows a 30-day conviction trend inline — rising, falling, or flat at a glance. Hover for the full 90-day history chart with per-signal breakdowns.
Signal Delta Badges
Week-over-week changes surface automatically. See which signal drove the move — "+9 pts (RSI recovery)" or "−6 pts (analyst downgrade)" — directly on the card.
Weekly AI Digest
Every Monday, admins on every plan receive an AI-written digest of their top movers — biggest conviction shifts, notable signals, and portfolio-level summary. Delivered automatically, no setup required.
Full Conviction History + PDF Audit Export
Access the complete conviction history for any ticker — every score snapshot with per-signal attribution. Export to PDF for client reporting, compliance documentation, or investment committee review. All AI-generated content is clearly labeled as research screening output, not investment advice.
Prism is a research screening tool, not a financial advisory service. All AI-generated content is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell any security, or a solicitation of any investment decision. Advisors are responsible for their own investment decisions and client suitability determinations.
See every AI layer in action
We'll run a live session on your current watchlist — conviction scoring, NL screener, portfolio synthesis, and the weekly digest.
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