At Prysm, we’re on a mission to make market intelligence effortless, whether you're a seasoned investor or an active trader. Instead of juggling between multiple websites, charting tools, data dashboards, and news sources, Prysm brings everything under one intelligent platform powered by AI.

In this guide, we’ll walk you through all the major features of Prysm, with screenshots inserted along the way.

📊 Portfolio Connect

This module enables consolidated portfolio tracking across one or multiple brokerage accounts.

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  Credentials are stored in encrypted form, and access expires with broker session tokens
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  Multiple broker accounts may be connected to combine personal and family portfolios

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  For unsupported brokers, users may import holdings via CSV or XLSX in any format, AI converts it to a system-compatible structure

Portfolio Analytics Provided:

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  P&L tracking and volatility-adjusted performance metrics

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  Overall health indicators such as risk score, beta, diversification, and Prysm Score
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  SWOT analysis summarizing portfolio strengths, weaknesses, opportunities, and threats

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  Peer comparison of holdings via tabular metrics

Post-integration, you can also interact with the Portfolio AI Agent to:

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  Clarify doubts
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  Portfolio Rebalancing ideas based on market conditions
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  Generate actionable strategies
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  Receive exit triggers or opportunity entries

A holistic view mode allows users to observe total net worth across accounts.

🔍 Discovery Page

The one screen where you can track everything happening in the Indian stock market without jumping across 10 different tabs.

From market movers and trending stocks to FII/DII flows, sector trends, and those sneaky volume shockers, it’s all packed into one clean dashboard.

Prysm Discovery

🧠 Prysm Screener

Conventional screeners require users to manually define metrics and filters, which may not always align with idea-based investing or current market sentiment.

The Prysm AI Screener addresses this by allowing users to input investment intent in natural language.

The system then:

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  Converts the intent into a structured query using fundamental, technical, and qualitative parameters.
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  Allows manual adjustment of conditions using AND/OR logic.

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  Provides optional constraints such as:

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    Restricting results to existing watchlists or portfolios
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    Filtering only stocks with recently announced quarterly results

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  Post-screening, users can interact further with AI to refine filters or request contextual analysis of shortlisted securities.

📈 Stock Analyze

Prysm Analyze provides AI-assisted stock research with direct access to financial data, fundamentals, technical analysis, and peer comparison.

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  Use the all-in-one search bar to locate any stock, or initiate a quick query by typing the @ symbol followed by stock initials. Once selected, you can ask natural language questions, which will be answered through the Stock Analyze AI Chat.

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  Identify correlations between news or events and corresponding price movements.

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  Refer to Prysm Score and Rank for a fundamental overview, and use CAGR forecasts to establish growth expectations and inform investment, holding, or exit decisions.

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  You can also engage with company documents directly, ask AI to interpret fundamentals, explain the business, or provide detailed technical analysis.

Beyond AI interaction, the Analyze page offers structured access to company data, including financial statements, FII/DII activity, promoter shareholding patterns, and a peer comparison table for benchmarking within the sector.

📝 AI Reports

AI Reports are designed to provide personalized market recaps over a user-defined timeframe.

Primary Use Case:

Users often disconnect during weekends, holidays, or extended breaks and subsequently find it difficult to catch up on market developments. AI Reports automate this catch-up process.

Report Contents Include:

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  Sector and market tailwinds during the selected period
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  AI-driven interpretation of key market shifts
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  Relevant stock movements within the user’s portfolio or watchlist
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  News and filings with contextual summaries
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  Investor Takeaways, if applicable

Reports are structured to be concise, sequential, and easily consumable, requiring minimal manual effort from you.

👁️‍🗨️ Dashboard

The Dashboard serves as your's primary daily interface.

It is designed to function as a centralized monitoring layer, covering:

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  Live status of portfolio and watchlist securities
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  Relevant news/events affecting owned positions
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  Risks or potential opportunities requiring attention

The Dashboard prioritizes clarity and actionable visibility, ensuring you do not miss critical developments that could affect decision-making.

⚡ Prysm Pulse

Prysm Pulse aggregates all stock-specific developments in a structured, filterable format.

Coverage Includes:

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  Exchange filings, Corporate actions (splits, buybacks, rights issues, dividends)

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  Quarterly result announcements

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  Institutional flow trends

FII/DII Activity

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  Upcoming market events

Prysm Events Calendar

These represent the core features of Prysm. We regularly add upgrades or new features every week. To stay updated and get early access, you can join our WhatsApp Community🔗 . You may also ask questions regarding the platform or investing, or provide feedback, which will be addressed on a priority basis.