From tickers to clarity — then back again.
Most investors think they're diversified. Prism shows you what you actually own — and lets you test what happens before you change it.
Upload your holdings
Import in seconds — no account needed.
Drop a CSV, paste tickers, or upload a screenshot of your brokerage statement. Prism reads it automatically, matches every position, and lets you confirm before running the analysis.
Prism looks through every layer
ETFs and mutual funds are decomposed to their underlying stocks.
Most portfolios hold ETFs and mutual funds that each hold hundreds of stocks. Prism reads through every layer — including fund-of-funds like XEQT or VEQT, and US mutual funds via their regulatory holdings filings — to surface what you truly own.
See the portfolio beneath the portfolio
Concentration, overlap, liquidity, themes, and hidden risk — all at once.
Your true sector exposure, real concentration score (HHI-based), fund overlap flags, MER drag over 10/20/30 years, structural risk flags, thematic classification, and an AI narrative.
What-If analysis
What-If: see the impact of any position before adding it.
Type any ticker and a dollar amount. Prism instantly shows how adding that position changes your concentration score, top holdings, sector weights, and whether it creates new overlap.
Save and track drift over time
Build a living record of your portfolio.
Save any analysis with one click. Every save is a snapshot — come back after your next contribution, rebalance, or market move to see how your true exposure has shifted.
Try it now
No account required. Upload your portfolio, run a What-If, and see your full analysis in under a minute.
Save and track
Sign in to save your analysis, run unlimited What-If scenarios, and watch your true exposure shift over time.
No credit card. No brokerage connection. Read-only analysis.