Platform Features
Everything your practice needs.
Nothing it doesn't.
Prism combines institutional-grade research signals, AI synthesis, and white-label branding into a single platform built for wealth advisors, RIA firms, asset managers, and serious investors.
Request a DemoAll Features
The complete platform. Individual and Firm subscribers get every research and AI feature. Firm adds unlimited users and white-label.
7-Signal Conviction Model
Every ticker is scored 0–100 across seven independent signals: analyst consensus, momentum, price target upside, RSI position, 52-week range, insider activity, and earnings surprise history. Firm subscribers configure each signal weight to match their investment philosophy.
- 7 independent signals scored and weighted
- Default weights tuned for broad applicability
- Configure each weight in Admin Panel on every plan
- Real-time 0–100 score on every card
AI Conviction Narratives
Frontier AI models synthesize all seven signals plus options data into a plain-English conviction narrative for each ticker. Refreshes on demand.
- Signal synthesis in plain English
- Options context included
- Persona-aware framing
- Not investment advice — screening context
Dual-Perspective AI Conviction
Bull case, bear case, and balanced synthesis — every stock gets a structured three-part AI perspective so you walk into every client conversation knowing both sides of the thesis.
- Bull Case: upside signals & catalysts
- Bear Case: key risks & caution signals
- Synthesis: balanced 2–3 sentence narrative
- Compliance-conscious “research perspectives” framing
Persona-Aware AI Narratives
Switch between Conservative, Momentum, Value, RSI, or Range personas and the AI conviction narrative adapts — leading with what matters most to that specific investment style.
- 5 distinct persona framings
- Momentum: options flow & breakout context
- Conservative: RSI & downside scenario
- Value: price-target upside & analyst consensus
Prism Copilot
A read-only research assistant grounded exclusively in Prism’s own data. Ask why a ticker’s conviction score moved and get an answer that cites the specific indicators behind it, not a guess.
- Grounded in the ticker’s real conviction breakdown and history
- Every answer cites specific indicators by name
- Stays in screening criteria, never a buy or sell instruction
- Available on ticker detail and group views
Group AI Portfolio Synthesis
One click generates an AI narrative across your entire group — conviction distribution, sector concentration warnings, and cross-ticker divergence highlights.
- Works on built-in and custom groups
- Conviction distribution summary
- Concentration & correlation warnings
- 1-hour cache — refresh anytime
Client Portal Links
A single link gives a client a live, read-only view of any research group, branded with your firm name and colors. No login for them to manage, no PDF to go stale. Revoke access anytime and the link stops working immediately.
- No login required, nothing for the client to install
- Branded with your firm name, logo, and colors
- Revoke access anytime, effective immediately
- Live conviction scores, prices, and AI portfolio synthesis
Model Group Templates
Start from a ready-made model instead of a blank group. Pick a template and Prism pre-fills the name, description, and full ticker composition, ready to edit before you save.
- Ready-made templates: Quality Momentum, Dividend Growth, Low-Volatility Income
- Pre-fills name, description, and tickers
- Fully editable before saving
- A faster path from idea to a working group
AI Natural Language Screener
Type what you’re looking for in plain English. Prism screens your full stock universe with AI and returns matches with conviction scores, reasoning, and sector badges in seconds.
- “Show me oversold tech stocks with analyst upgrades”
- Returns conviction score + AI reason per match
- Sector badges + signal indicators
- Saves screener chips for reuse
Conviction Sparkline & History
30-day conviction trend lines on every stock card show at a glance whether conviction is rising or fading. Full history chart and one-click PDF compliance export included.
- 30-day mini sparkline on every card
- Full 30D/60D/90D history chart
- One-click PDF compliance export
- Builds automatically — no setup required
Signal Delta Badges
Per-signal badges on stock cards show exactly what changed since your last screen — RSI moved, momentum flipped, analyst consensus shifted. Know what’s in motion before you click in.
- ↑↓→ badges for Analyst, Momentum, RSI
- Only shows when delta > 3 points (no noise)
- Companion Weekly Signal Digest email
- Powered by conviction history table
Options Activity Intelligence
IV Rank, Put/Call ratio, Max Pain, and unusual activity flags surface institutional options positioning on every stock card and in the full detail panel.
- IV Rank (0–100) badge on cards
- Put/Call ratio across near-term expirations
- Max Pain strike calculation
- Unusual volume/OI activity flag
SEC Filings, Built In
Recent 10-Q and 8-K filings, plus a rolling count of insider Form 3/4/5 activity, surface directly on every ticker page, sourced straight from EDGAR. Research context without leaving Prism.
- Recent 10-Q and 8-K filings on every ticker page
- Rolling insider filing count (Form 3/4/5)
- Sourced directly from SEC EDGAR
- One click opens the actual filing
AI Morning Brief
An AI-generated daily market brief at the top of the dashboard summarises your watchlist universe before the open — general research and options-focused tabs.
- General Research + Options Trading tabs
- Powered by leading AI models
- Refreshes daily, cache persists
- Key highlights bullet list included
Audio Morning Brief
Every Morning Brief can be played back as audio. One click narrates the general research or options-focused brief in a natural voice, so you can catch up hands-free before the open.
- One-click narration of either Morning Brief tab
- General Research and Options Trading covered separately
- Natural-sounding narration
- The same AI-generated brief you already read, now hands-free
White-Label Branding
Your firm name, logo, and colors across the entire platform. Clients experience your brand — Prism powers it behind the scenes with no watermark.
- Custom firm name & logo
- Branded client login portal
- Primary color across all UI elements
- Company hierarchy & scoped admin
Enterprise-Grade Security
PostgreSQL Row-Level Security provides engine-level tenant isolation at the database layer. Every tenant is fully isolated. Regular security audits and audit logs on every admin action.
- PostgreSQL Row-Level Security (RLS)
- Engine-level tenant isolation
- Role-based access control (3 roles)
- Audit log on every admin action
Compare Plans
What's included at each tier
Every plan includes the full research and AI platform. Firm adds unlimited users and white-label.
Ready to see it in action?
Schedule a 30-minute demo and we'll walk through your specific research workflow.