The Future of Quantitative Research

Portfolio optimization. Market regime analysis. Global situational awareness. And a social layer where track records are computed, not claimed.

One platform that takes you from world events to market regime to vetted stock to optimized portfolio — and then lets you publish it with receipts.

The Prism dashboard

One Platform. The Whole Job.

Seven integrated modules covering the full research loop — each one useful alone, unreasonable together.

CONSTRUCT

Portfolio Lab

Institutional-grade portfolio construction, explained in plain English.

Build, optimize, and stress-test portfolios with the same mathematics used on professional desks — minus the terminal fees and the jargon wall. A guided investor profile translates your goals into constraints, and every metric ships with an educational tooltip so you learn the craft while you use it.

Seven optimization objectives: Max Sharpe, Min Variance, Risk Parity, Max Diversification, Target Volatility, Target Return, Equal Weight
Efficient frontier with a Monte Carlo cloud of thousands of simulated allocations — see exactly where your portfolio sits
Real-world constraints: position caps and floors, locked holdings, covariance shrinkage
Full risk decomposition: Sharpe, Sortino, VaR & CVaR, max drawdown, up/down capture, diversification metrics
Historical backtests against your chosen benchmark, dividend-adjusted
What-if comparisons and a rebalance planner that turns targets into whole-share trade lists
DISCOVER

Stock Screener

A multi-stage screening engine that does the follow-up work for you.

Most screeners hand you a ticker list and wish you luck. Prism runs a pipeline: a native screen across the full market, live-quote enrichment on every hit, post-filters most screeners can't express, then trailing-twelve-month fundamentals on your top results — so the output is a vetted shortlist, not homework.

Screen on sector, industry, exchange, country, market cap, price, beta, volume, and dividend bounds
Post-filters computed live: PE range, dividend-yield range, distance from 52-week highs, liquidity floors
Automatic fundamental enrichment: ROE, ROIC, margins, debt/equity, P/S, P/B, free-cash-flow yield, PEG
Six preset strategies — Large-Cap Quality, Deep Value, Dividend Yield, Near 52w Highs, Fallen Angels, Liquid Small Caps
Sortable on every column, one-click CSV export
Every ticker opens the full company tear-sheet without leaving the page
VET

Company Deep Dive

A full tear-sheet behind every ticker, everywhere in the app.

Click any symbol anywhere — a screen result, a portfolio position, a $cashtag in a comment — and a complete company workup opens in place. Then walk the peer list from competitor to competitor without ever losing your spot.

Price history with 200-day moving average and multi-horizon performance
Valuation, financial health, and growth ratios at a glance
Six years of income statement, balance sheet, and cash-flow history
Analyst price targets, rating grades, and earnings surprise history
Institutional holders and latest company news
Clickable peer navigation — deep-dive an entire industry in minutes
READ THE MARKET

Rotation Desk

See where capital is rotating before it becomes a headline.

A regime-reading dashboard built on relative rotation analysis, liquidity stress measurement, and money-flow tracking across sectors and asset classes. The goal is one honest answer: what kind of market is this, and what's leading it?

Relative Rotation Graphs with 10-week trails across sectors — leading, weakening, lagging, improving
Sector leadership heatmap over multiple lookback windows
Liquidity Stress Index with statistical alert bands for early warning
Signed dollar-volume flows and accumulation/distribution tracking
Risk-on / risk-off pair ratios: the market's mood in a handful of honest lines
SITUATIONAL AWARENESS

Global Monitor

A war room, a newsroom, and a trading floor on one screen.

Markets don't move in a vacuum. The Global Monitor puts live world events on an interactive map with eleven toggleable layers, surrounded by curated news, prediction-market odds, and a global market tape — the context layer for everything else you do in Prism.

Live map layers: earthquakes, natural disasters with severity tiers, satellite fire detections, global air traffic
Strategic infrastructure layers: energy pipelines, military installations, intel hotspots with escalation scores, maritime chokepoints, exchanges and central banks
70+ curated news sources across 15 regional and topical categories, deduplicated and time-sorted
Prediction markets: what the crowd is actually betting on, with live implied odds
Global tape: equity indices, gold, oil, Bitcoin, the dollar, rates, and volatility in one strip
Automatic alert feed for red-tier disasters and major seismic events
COMPETE & COLLABORATE

Social Portfolios & Leaderboards

Portfolios are opinions with receipts now.

Publish any portfolio with your full thesis and construction methodology. From that moment, an independent daily tracker computes its total return — dividends included — into an immutable track record. Every edit the creator makes lands in a public change feed. No stealth edits, no revisionist history, no cherry-picked screenshots.

Public portfolios carry the complete recipe: objective, risk profile, constraints, benchmark — not just tickers
Daily total-return NAV tracking with leaderboards across 1M / 3M / YTD / all-time windows
Fork any public portfolio with permanent lineage — the original creator stays credited forever, even through forks of forks
Load any public portfolio straight into your own Lab to analyze, stress, and re-optimize
Automatic change feeds: position adds, trims, and resizes are logged the moment they're saved
Threaded discussions with $cashtag autocomplete — every tagged ticker opens the tear-sheet
DISCUSS

Social Feed

Due diligence, theses, and debate — with the data one click away.

A research feed built for substance. Post write-ups with live ticker autocomplete, filter the firehose by company or author, and argue it out in threaded comments. Unlike the rest of the internet, every claim here sits one click from the actual financials.

Long-form DD posts with $cashtag tagging and live symbol autocomplete
Filter by $symbol, @author, or full-text search; sort by recency or discussion
Threaded comments with the same mechanics everywhere: replies, emoji, thread-preserving deletes
Every cashtag in every post and comment opens the full company deep dive

From World to Weights

Research isn't a feature list — it's a sequence. Prism is built around the questions in the order you actually ask them.

01Global MonitorWhat's happening in the world?
02Rotation DeskWhat regime is the market in?
03Stock ScreenerWhich names fit the moment?
04Company Deep DiveDoes this business hold up?
05Portfolio LabHow much, and next to what?
06Social PortfoliosPublish it. Defend it. Track it.

Context → regime → candidates → conviction → construction → accountability. That's the whole game.

Built on Receipts, Not Vibes

The finance internet has a credibility problem. Prism's social layer is designed so that trust doesn't have to be taken on faith.

Immutable Track Records

Performance is computed daily by an independent tracker — total return, dividends included, one point per market close. Nobody can edit yesterday.

Public Change Feeds

Every position add, trim, and resize on a public portfolio is logged automatically the moment it's saved. The thesis can evolve — silently, it can't.

Credit That Survives

Fork someone's portfolio and their name travels with it — through renames, through forks of forks, permanently. Good ideas earn compounding credit.

Prism is research tooling, not investment advice. Optimizations are based on historical data; backtests and tracked NAVs are hypothetical indices, not audited accounts.

Three Ways In

One community, three memberships. Your tier's emoji travels with everything you publish — 🌱 learners, 🎨 builders, 🧠 professionals — so context is always one glance away.

🌱

Free

$0 / forever

For the curious: learn how real portfolios are built before risking a dollar.

  • Browse every public portfolio with its full construction recipe — objective, constraints, benchmark, not just tickers
  • Watch the leaderboards: daily-computed, dividend-inclusive track records you can actually trust
  • Read the Social Feed's due diligence and join every discussion — comment, reply, react
  • Open the full company tear-sheet from any $cashtag: financials, analysts, holders, news

You see everything the community publishes. You just can't publish yet.

Start free
Most popular
🎨

Creator

$99 / per month

For builders: construct portfolios, publish your thesis, and grow an audience on a track record nobody can fake.

  • The full Portfolio Lab: seven optimizers, efficient frontiers, backtests, risk decomposition, rebalance planning
  • Publish portfolios with automatic daily performance tracking and a public change feed — your credibility, computed
  • Post research to the Social Feed, fork any public portfolio, and load ideas into your own Lab
  • Stock Screener with fundamental enrichment and the Rotation Desk's regime dashboards
  • A donation link on everything you publish — let your audience support your work directly

Your 🎨 badge travels with every post, comment, and portfolio.

Become a Creator
🧠

Quant

$250 / per month

For professionals: the complete desk — every dataset, every dashboard, every edge.

  • Everything in Creator, plus the full quantitative Dashboard: real-time order flow and institutional-grade options data
  • The Global Monitor: an 11-layer live world map with curated news, prediction markets, and a global tape
  • Watchlist alerts and access to the premium community
  • Custom dashboard layouts built around your workflow

The 🧠 badge means you see what others don't.

Go Quant

Cancel anytime. Community and yearly licensing available — ask us on Discord.

Under the Hood

The engine room that makes the suite fast, deep, and extensible.

Advanced Order Flow Charts

Visualize market depth like never before. Our bookmaps provide granular insight into order flow, helping traders identify real-time liquidity zones, institutional activity, and hidden support/resistance levels.

High-Quality Options Data

Access institutional-grade options data, including Greeks, IV skews, and real-time order flow. Our data feeds provide ultra-low latency insights into volume shifts, unusual options activity, and predictive price movements.

Customizable Dashboards

Build your own trading cockpit with fully customizable layouts. Drag-and-drop widgets allow you to tailor real-time charts, key indicators, sentiment analysis, and AI-driven forecasts to match your workflow.

Optimized Trade Entries & Exits

Leverage AI-driven signal confirmation, order book imbalances, and market sentiment to time your trades with greater confidence. Our platform has been proven to enhance execution efficiency.

AI-Driven Market Intelligence

Stay ahead with an AI that continuously scans millions of documents, earnings reports, economic data releases, and financial news from around the globe, turning raw data into actionable insights.

Distributed Computing

Seamless analysis at any scale. Our platform leverages distributed computing to ensure lightning-fast calculations, deep backtesting, and parallelized AI inference across multiple devices and cloud environments.

Questions, Answered Straight

Trusted by Market Leaders

With a wealth of crucial research tools, it's no wonder Prism is used by private firms and independent analysts and traders worldwide.

Your research deserves better tooling.

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Made with ❤️ and ☕ by PrismadicAI