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.
Pricing questions
What is the difference between Individual and Firm?
Both tiers include the complete Prism platform with every AI feature, every research tool, and full options analytics. The only difference is team size and org management. Individual is for one user. Firm is unlimited users, plus white-label branding and company hierarchy for running your whole practice.
Is there a free trial?
Every new account starts with a 15-day free trial. A payment method is required to start. Billing begins automatically on day 16 at your selected plan rate unless you cancel before the trial ends. You can cancel anytime from Account Settings, Billing.
Can I switch from Individual to Firm later?
Yes. If you start on Individual and your practice grows, upgrading to Firm is straightforward. Pricing adjusts at the next billing cycle.
What is included in white-label branding?
Your firm name, logo, and colors appear on the client-facing portal and PDF research briefs. Clients see your brand. White-label is included in all Firm subscriptions.
Do I need a securities attorney before going live?
We strongly recommend having compliance counsel review the platform and disclaimers before onboarding clients. Prism is a research screening tool, not a financial advisory system, and your client agreements should reflect that.
Not sure which plan fits?
Tell us about your setup and we will point you in the right direction.
Talk to Us