Now with AI research
Cut the noise. Focus on what matters.
Brokers, prices, news, filings, research — Prisma pulls it all in and turns the chaos into one clear view, so you can make confident investment decisions in seconds.
Start your 14-day free trial. No commitment — cancel anytime.
Health Check
Where are the issues and risks in your portfolio? Be in control of your portfolio!
Prisma scores your portfolio continuously against the strategy you defined and shows exactly where it falls short. Instead of guessing, you get a clear picture of your strengths, your weak spots, and concrete recommendations to fix them.
- ✓ Personalized strategy
- ✓ Live scoring
- ✓ Specific recommendations
- ✓ Quality and risks
Wealth Plan & FIRE
On track for financial independence? Know when you will reach freedom.
Don't just project the future. Constantly track your progress compared to the plan. See your FIRE number and the year you reach it. Spot when you are off track and adjust your course.
- ✓ Your FIRE number
- ✓ Year you reach it
- ✓ Scenario planning
- ✓ Built on real holdings
Fundamental Analysis
Is this stock actually any good? Ensure you have high quality holdings.
Fundamental analysis can be complicated. Prisma shows the fundamentals in simple visuals so that you can quickly see what's good and what's bad. Understand if a stock is healthy in seconds.
- ✓ Quality scores
- ✓ Position impact
- ✓ Momentum signals
- ✓ Allocation breakdown
Performance & Impact
Can you spot the issues in your portfolio? See which invest drives - and which holds you back.
Comprehensive profit and loss insight into your entire portfolio over any time period, down to the contribution of each position to stability and diversification.
- ✓ Cumulative performance
- ✓ Benchmark comparison
- ✓ Per-position contribution
- ✓ Absolute or relative
AI Research
Stop Googling 20 sources to understand one stock Know how market and politics affect your positions.
Prisma's AI reads the market and political news for every asset you hold, then hands you a clear summary of what's moving it - the drivers behind it and the risks to watch. Research that used to cost you an entire evening, now at the tap of a button.
- ✓ Instant briefings
- ✓ Drivers & risks
- ✓ Plain-language summaries
- ✓ Stay ahead of the news
Portfolio Import
Already tracking your portfolio somewhere else? Import everything in minutes.
Securely bring in your full history via import — from any broker or portfolio tracker you already use. No logins shared, all data remains local. Top notch privacy.
Brokers
Portfolio Trackers
Security & Privacy
Worried about who can see your money? Your data stays yours.
Your financial data is sensitive. Nobody can see it — not even us.
End-to-end encryption
On your device — only you can see your data.
Zero-knowledge architecture
Your portfolio is encrypted before it is stored on your device or sent to the PRISMA backend.
Secure app access
Biometric or PIN lock ensures only you can open the app.
Secure broker import
Import transactions via PDF/CSV — no third-party logins. Files are processed locally and never uploaded.
No tracking, no selling data
You are not the product.
Simple, transparent plans
Start free and upgrade when you need more. No hidden fees, cancel anytime.
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Unlimited Broker Imports
Import all your accounts and trades.
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Historic Price Data
See how your holdings have performed.
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Basis Analysis
Track your cost basis and returns.
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Wealth & FIRE Plan
Monitor your progress toward financial independence.
Free
$0
Everything you need to get started and get an overview of your portfolio. Forever free.
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Intraday Price Data
Always get the most recent data.
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Benchmark
Compare your portfolio to the market.
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AI Research
Marco impact on your holdings.
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Fundamental Analysis
Validate the quality of your holdings.
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Performance & Impact
Understand what moves your portfolio.
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Dividend Insights
Summaries, trends, and metrics.
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Tax Insight
Tax indication and optimisation options.
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Broker Sync
Connect your broker accounts seamlessly.
Prices are indicative. The final price and currency are shown in the App Store before purchase.