Lattice Finance

Prism, by Lattice, is an AI-powered investment advisor that helps everyday investors understand their investment portfolios and make smarter choices more quickly. It cuts through the clutter and wasted effort of traditional investment research, which can take many hours and involve looking through lots of unhelpful information.

Benefits

Prism connects directly to your investment accounts to keep an eye on important company documents, trading by company insiders, and market trends that affect your investments. It sends you alerts and insights right when they happen, focusing only on what is important for your specific portfolio. This saves you time and helps you avoid missing out on good opportunities.

Use Cases

Prism is useful for investors who want to stay informed about their holdings without spending hours researching. You can link your brokerage accounts to get analysis made just for you. The platform sends you alerts about important market events, insider trades, and news that could affect your investments. You can also use the Prism Assistant, an AI chatbot, to ask questions about your portfolio, like how a specific stock is performing. Prism is available as a mobile app for your phone, so you can get alerts, chat, and track your portfolio from anywhere.

Pricing

Lattice offers a free account to start receiving alerts based on your portfolio.

Vibes

Prism helps investors by providing timely insights like identifying stocks that are going up, such as NVDA which increased by 16.4% after strong earnings. It also highlights stocks that are going down, like GOOG which fell 8.2% due to possible legal actions. The platform also tracks notable trades, such as Pelosi buying AAPL calls, and keeps you updated on major market news, like the Fed deciding to keep interest rates the same.