Prism AI

In this article:
Accessing Prism through the app
What sets Prism apart from other financial AI tools?
How does Prism AI help with my investment research process?
How much does Prism AI cost?
Does Prism AI provide financial advice?
What kind of data does Prism AI cover?

 Accessing Prism through the app

1.  Provide your email to request Beta Access here.
2.  Once you’ve been granted access to Prism, open the Tradesk app and login to your account.
3.  After you’ve logged in, Prism is available in 2 spots:

Under Portfolio, if you’d like to ask questions specific to your portfolio.

Under Markets, if you’d prefer to analyze the markets or particular stocks.

To find Prism, click on the hovering tab at the bottom next to the sphere:

First-time users will be prompted to read and agree to the Prism AI Terms & Conditions, as well as Tradesk’s Privacy Policy. If you’d like to proceed, click Agree and Continue. You can now begin using Prism!

What sets Prism apart from other financial AI tools?

Not only can Prism provide updates on what’s going on in the market, but it can also help analyze your personal portfolio. Ask it questions about your performance, top gainers/losers, and more.

How does Prism AI help with my investment research process?

With Prism, you can explore real-time and historical data on thousands of stocks, bonds, ETFs, and more. Just ask! Prism’s easy to use interface provides clear, detailed insights to help guide you on your investment journey.

How much does Prism AI cost?

Prism AI is included with your Tradesk account at no additional cost. Currently, non-brokerage users can access up to 10 conversations per day, while brokerage account holders access 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 and perform your own analysis. 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.

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.