What is Prism AI?
Prism AI is Tradesk’s built-in AI-powered investment research and portfolio analysis tool. It’s designed to cut through the noise of markets by translating complex data into plain-language explanations, clear visualizations, and real-time insights.
Whether you’re new to investing or an experienced trader, Prism AI helps you understand stocks, track market trends, and manage your portfolio with more confidence. Think of it as a 24/7 strategist in your pocket.
How to Use Prism AI for Investing
Research Companies
• See how businesses make money with simple breakdowns.
• Compare stocks side by side on performance, valuation, and growth.
• Understand the financial impact of company news, acquisitions, or investments.
Get Market Insights
• Track sector leaders and laggards with plain-language explanations.
• Stay updated on earnings, news, and macroeconomic trends.
• Review insider trading activity for additional transparency.
Analyze Your Portfolio
• View a snapshot of your holdings, including top performers and laggards.
• Test how adding or removing a stock changes diversification and risk.
• Understand what’s driving movement in your portfolio.
Learn Investing with AI Tools
• Run “what if” scenarios, such as recurring investments vs. savings.
• Explore the long-term benefits of dollar-cost averaging.
• Learn through clear explanations and visualizations designed for everyday investors.
Keep in mind:
- Usage Limits
Non-brokerage users: 10 conversations/day
Brokerage account holders: 30 conversations/day- Educational Only: Prism AI provides insights and explanations, but not personalized financial advice.
- Data Coverage: Some assets, markets, or niche instruments may not be fully included.
- No Guarantees: Insights are based on available data. Past performance does not predict future results.
FAQs about Prism AI
Is Prism AI free to use?
Yes, Prism AI is included with your Tradesk account. Free (non-brokerage) users can access up to 10 conversations per day, while brokerage account holders get up to 30 conversations per day.
Does Prism AI provide financial advice?
No. Prism AI is an educational tool designed to help you understand stocks, markets, and portfolios. It does not provide personalized investment recommendations.
What kind of data does Prism AI cover?
Prism AI covers major companies, sectors, and macroeconomic trends. Some niche instruments or less-traded assets may not be fully supported.
Disclaimer:
The information provided by Prism is for educational and informational purposes only and does not constitute legal, financial, or investment advice. Insights generated by Prism are designed to help users better understand market trends, company data, and portfolio dynamics, but they are not intended to endorse or recommend any specific trading strategy or investment decision.
Use of Prism should always be conducted in accordance with all applicable laws, regulations, and your firm’s internal policies. Users are encouraged to verify information independently and consult with licensed legal, compliance, or financial advisors before acting on any insights.
Tradesk does not guarantee the accuracy, timeliness, or completeness of any information provided by Prism, and disclaims any liability for losses or damages resulting from reliance on such information.