STEP 1 OF 3 — CONNECT YOUR PORTFOLIO
Let's see what you actually own.
Connect a broker or drop in your holdings. Prism reads through ETFs and funds to show your true exposure — sector, geography, liquidity, and concentration.
1
Connect·2
Verify holdings·3
View insightsConnect a broker
Read-only via Plaid · 256-bit encrypted · We never see your password
W
Wealthsimple
TFSA · RRSP · Cash
R
Robinhood
Brokerage · IRA
Q
Qtrade
Direct Investing
Q
Questrade
Self-directed
I
IBKR
Interactive Brokers
S
Schwab
Charles Schwab
Brokerage connections coming soon
Or upload manually
CSV, Excel, or paste a list of tickers. We'll match them automatically.
↑
Drop your holdings file here
or browse files
Accepts .csv · .xlsx · .ofx · up to 5 MB
Try with a sample portfolio
28 positions across stocks, ETFs, and crypto