Prismfolio brings institutional-grade factor analysis to retail investors. Import your holdings, understand your exposures, and make smarter decisions.
From portfolio import to factor analysis, Prismfolio handles it all.
Import from multiple brokers and see all your holdings in one place.
Understand your exposure to SIZE, Momentum, Value, Volatility, and Sector factors.
Identify concentration risks and hidden correlations in your portfolio.
Organize holdings into bundles for better tracking and analysis.
The same methodology used by institutional investors, now accessible to everyone. Understand exactly what's driving your portfolio's performance and risk.
Join thousands of investors who use Prismfolio to make smarter decisions.
Get Started Free