AI & Conviction Model

Institutional research logic.
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Prism's 7-signal conviction model scores every ticker 0–100, then leading AI reasoning models synthesize those signals into a plain-English narrative — the way an analyst would, without the hours of work.

The 7-Signal Conviction Model

Each signal is independently scored and weighted. The composite conviction score reflects the balance of evidence across all seven dimensions — not a single data point.

1

Analyst Consensus

20%

Buy/Hold/Sell distribution across covering analysts, weighted by recency and firm tier.

2

Momentum

15%

Price momentum relative to sector peers over 1-day, 5-day, and 20-day windows.

3

Price Target Upside

15%

Percentage upside to mean analyst price target — calibrated for over-optimism bias.

4

RSI Position

20%

14-day RSI mapped to a 0–100 conviction score, with oversold/overbought zone weighting.

5

52-Week Range

15%

Current price position within the 52-week high/low range as a screening filter.

6

Insider Activity

10%

Net insider buy/sell activity over the trailing 90 days, normalized by float.

7

Earnings Surprise

5%

Rolling average of EPS surprise magnitude across the last four quarters.

Options signals in the mix

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.

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. RIAs are responsible for their own investment decisions and client suitability determinations.

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