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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.

Multi Broker Accounts Multi Broker Accounts
Web Research Web Research
Price data Price data
Company reports Company reports
News & filings News & filings
Prisma portfolio overview on iPhone
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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
Prisma Wealth Plan projecting the path to financial independence with FIRE number and target year

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
Prisma fundamental analysis for Apple showing quality, appeal, and financial health scores

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
Investment gains and performance tracking with cumulative returns chart

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
Prisma AI research view for NVIDIA showing market and political drivers and risks

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

Interactive Brokers
Trade Republic
Scalable Capital
DEGIRO
comdirect
Consorsbank
flatex
ING
DKB
Robinhood
Charles Schwab
Fidelity
E*TRADE
Vanguard
Prisma broker import screen on iPhone

Portfolio Trackers

Parqet
DivvyDiary
Finanzfluss
Delta

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.

Explore the app

All pages & features, at a glance.

A quick pass through the current app surfaces to give you a sense of what's possible.

Prisma portfolio overview on iPhone

Holdings Overview

See your holdings and returns, compare with market indices.

Prisma dividend income screen

Dividends

Monitor passive income trend, payouts, and yield in one view.

Prisma investment income screen

Investment Returns

See how much your portfolio has grown from the investment.

Prisma performance analysis screen

Performance

Analyze your portfolio's performance over time with metrics & benchmarks.

Prisma fundamental analysis screen

Fundamental Analysis

Evaluate company quality with clear visual scores and metrics.

Prisma impact analysis screen

Impact

Measure how each holding contributes to total performance.

Prisma diversification breakdown screen

Diversification

Break down exposure by type, position, sector, and region.

Prisma Wealth Plan projection screen

Wealth Plan

Track your FIRE target and projected path over time.

Prisma tax insight screen

Tax Insight

See your tax implications and optimize your strategy.

Prisma broker selection and import screen

Broker Import

Import your portfolio with broker-specific step-by-step guidance.

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.

  • Historic Price Data

    See how your holdings have performed.

  • Basis Analysis

    Track your cost basis and returns.

  • 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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Prisma Prisma PRO
Get All Features

  • Intraday Updates

    Always get the most recent data.

  • Benchmark

    Compare your portfolio to the market.

  • AI Research

    Market and political impact on your holdings.

  • Fundamental Analysis

    Validate the quality of your holdings.

  • Performance & Impact

    Understand what moves your portfolio.

  • Dividend Insights

    Summaries, trends, and metrics.

  • Tax Insight

    Tax indication and optimisation options.

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