Investing specialist

The specialist workflow, not the whole identity.

Prism's deepest specialist workflow: follow companies, compare them on the metrics that matter, track holdings, and build theses whose claims each carry their own evidence.

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Markets · OverviewSession open

OverviewCompareWatchlistsHoldingsActivity

watchlists

tracked companies

open theses

holdings

Session moversLarge cap

Gainers18

Decliners12

Unchanged4

Your watchlists

Infrastructure9 names

Reliability plays6 names

Watch closely4 names

An illustration of the Markets workspace, using fictional data.

What you can do

Company research that keeps its sources.

Markets

Benchmarks, session movers, and per-company pages covering financials, health, dividends, analysts, ownership, and news.

Compare

Put companies side by side across market, valuation, growth, margin, balance-sheet, and risk metrics with range and period controls.

Watchlists

Group the names you follow, with snapshots, news, and an activity feed per list.

Portfolio

Track multiple portfolios with holdings, allocation, and performance views — and see which position most needs a fresh look.

Thesis and claims

Bull case, bear case, catalysts, and open questions, where each claim is labelled confirmed, inferred, or unverified.

Evidence graph

Trace any claim to its supporting sources, and find the claims across your work that are resting on the thinnest evidence.

Prism tracks positions for research purposes only. It never places trades and never connects to a brokerage account.

Side by side

Compare on the metrics you actually argue about.

The comparison workspace groups metrics the way an analyst thinks about them, rather than dumping one flat table. Set the range, switch between annual and quarterly, and toggle between absolute values and growth.

Market and size, valuation and earnings, growth and margins, balance sheet and risk.
Price performance charted across the same window.
Deep-link from any company page straight into a comparison.

Markets · Compare companiesAnnual

Metric groups

Market & size

Price, market cap, 52-week range, beta

Valuation & earnings

P/E, PEG, EV/EBITDA, EV/revenue, P/B, EPS

Growth, margins & returns

Revenue growth, margins, ROE, ROA

Balance sheet & risk

Cash, debt, D/E, current ratio, short float

Price performance

Claims, not vibes

Every line of a thesis carries its own status.

A thesis is a set of claims, and each claim is labelled by how well it is supported. Source quality is tiered — filings outrank press, press outranks the open web — so a confident-sounding sentence cannot hide a weak foundation.

Confirmed, inferred, and unverified are visible on the claim itself.
A source log records what the thesis was built from.
Reviews capture what confirms, contradicts, and would change your mind.

Thesis · Claims and evidence

Bull case12 claims

Capacity expansion is funded10-KCONFIRMED

Pricing power holds into FY27CallINFERRED

New segment reaches breakevenPressUNVERIFIED

Source quality is tiered: filings first, then transcripts and investor materials, then major press, then other web.

Sourced to filings and transcriptsOpen source log

Tracking, never trading

Know which position you have been ignoring.

Portfolios in Prism exist to direct research attention. Holdings, exposure, and last-reviewed dates combine into a straightforward answer to the question of what deserves your next hour.