Prisma - Portfolio Tracker

Fundamentals, FIRE & Privacy

Only for iPhone

Free · In‑App Purchases · Designed for iPhone. Not verified for macOS.

iPhone

Health check your invest-strategy and FIRE plan. AI research: drivers & risks behind every holding. Make good decision with simplified fundamentals. Privacy by design. With Prisma you define a strong investment strategy, a financial freedom plan and then monitor and steer your portfolio according to this. A constant heath check with personalized recommendations helps you to identify issues and adjust your portfolio. Prisma makes complex evaluations simple and quick. With simplified performance and fundamental analysis overviews you easily spot risks. AI RESEARCH SAVES YOU HOURS OF TIME On the home page, you see a intraday updated AI summary of major market drivers. So you are always aware of whats going on. Furthermore, to know what could impact your portfolio, our AI research provides drivers and risk factors for each asset with an outlook for the next 12 month. PRIVACY BY DESIGN — NOT AS A TAGLINE Your broker statements are parsed on your device and encrypted before your data is stored on our servers. The keys never leave your phone, so we literally cannot read your holdings, transactions, or net worth — no ads, no data selling, no aggregator logging into your brokerage. "We don't sell your data" isn't good enough. We can't even see it. Explore ALL pro features for 14 days free - no credit card or upfront subscription required. After 14 days you automatically are in the free-tier. If you like the Prisma Pro features, you can keep every feature unlocked with a monthly or discounted annual subscription. Prisma is an information tool, not investment advice. Terms of Use (EULA): https://myprisma.app/terms Privacy Policy: https://myprisma.app/privacy

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- Broker connect: You can now connect your broker and automatically synchronize your holdings - Health Check: Get recommendations when your portfolio starts to deviate from your strategy - not generic, but personalised for your holdings and your defined investment strategy - AI Market Pulse: 'What is driving the market?' - See intraday summaries of the major macro factors impacting the market today, summarized by our Research AI. - UI Redesign to simplify handling for you

Version 1.3.0

The developer, Surplexic GmbH, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Surplexic GmbH
Size
  • 76.9 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
  • Prisma Pro Yearly $79.99
  • Prisma Pro Monthly $9.99
  • Learn More
Copyright
  • © Surplexic GmbH
  • Developer Website
  • Privacy Policy

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