HOW IT WORKS

Clarity in three steps.

Most investors think they're diversified. Prism shows you what you actually own — beneath the tickers.

STEP 01

Upload Holdings

Import your portfolio in seconds.

Drop a CSV, paste tickers, or connect your brokerage. Prism accepts any format and matches your holdings automatically.

STEP 02

Prism Decomposes the Structure

We look through ETFs and funds to map your true economic exposure.

Most portfolios hold ETFs that themselves hold hundreds of stocks. Prism reads through every layer to surface what you truly own — not just what's on the label.

STEP 03

See the Portfolio Beneath the Portfolio

Understand concentration, overlap, liquidity, themes, and hidden risks with institutional-quality intelligence.

The same analysis used by portfolio managers and family offices — now available to every investor. Know your real sector exposure, true concentration, and what your holdings are actually costing you.

ETF Look-Through
See every stock you own inside every fund
True Concentration
Real top-3 exposure including indirect holdings
MER Intelligence
Blended fee cost with 10/20/30 year drag
Overlap Detection
Flags positions you hold directly and through ETFs

Ready to see what you actually own?

Upload your portfolio in seconds. No account required.