Designed for iPad & Android tablets
Bring accounts, investments and currencies together. Review allocation, historical risk and model portfolio comparisons with your client.
14-day free trial · Full-feature access · No credit card required
Explore the portfolio workflow from consolidated holdings and exposure analysis to historical stress testing and model portfolio comparison.
Portfolio Review drift: each management group compares investment allocation by model portfolio asset (ex cash) against alert bands.
| Client household | Portfolio Review Plan | Alert Type | Triggered At | Details | Actions |
|---|---|---|---|---|---|
| Wilson Family | Wilson FamilyPortfolio Review Plan (Default) | Portfolio Review | 2026/07/13 10:30 | Ticker / Asset "Taiwan Semiconductor Manufacturing Co. Ltd." Allocation 18.1% Outside alert band 45.0%-55.0% | |
| Wilson Family | Wilson FamilyPortfolio Review Plan (Default) | Portfolio Review | 2026/07/13 10:30 | Ticker / Asset "iShares Core U.S. Aggregate Bond ETF" Allocation 15.5% Outside alert band 25.0%-35.0% |
Clients often hold investments across different brokers, accounts, currencies, and statement formats. Prism imports those holdings and brings them together into one consolidated portfolio—so you can see the client's complete investment picture before the conversation moves into analysis.
Explore Vision Software Limited’s data sources for market codes and coverage details. Check individual instrument availability in the app.
Assets held across multiple brokers, retirement accounts, banks, and currencies are difficult to review as one portfolio.
Import PDF statements, screenshots, photos, Excel spreadsheets, or CSV files, map the holdings, and consolidate them into one portfolio ready for review.
Capture, consolidate, review, analyze, and compare client portfolios in one workflow.
Import portfolio data from PDF statements, screenshots, photos, Excel spreadsheets, and CSV files. PII can be redacted before parsing when needed.
Support U.S. stocks, ETFs, and mutual funds, along with securities across 60+ global stock exchanges. Market data includes exchange rates, dividends, stock splits, total returns, and 20+ years of historical data, with additional coverage for Taiwan-listed stocks and Taiwan domestic mutual funds.
Consolidate multiple accounts, brokers, and currencies into a single portfolio for review.
Visualize allocation, exposure, performance, historical events, and investment risks in one interactive review.
Compare current and model portfolios using long-term historical data to evaluate changes in return, risk, and Sharpe ratio.
“Prism saves me a lot of time when organizing client assets. The planning tools help me separate accounts by financial goals, and the historical event backtesting makes it easier to explain investment risk to clients.”
— Aron Lin, CFP®
Install on an iPad or Android tablet, create an account directly in the app, and try a client portfolio review with sample data.
14-day free trial · Full-feature access · No credit card required
Your 14-day trial starts when you create an account. It does not automatically convert to a paid subscription. To continue after the trial, choose a subscription in the app.
Download and use Vision Prism on an iPad or Android tablet.
Download for iPad & Android tabletsUse sample data or appropriately redacted client documents. Verify imported information and assumptions before using any analysis in a client discussion.
Consolidated Holdings
See accounts, brokers, currencies, and securities together as one client portfolio.
Allocation & Exposure Review
Review asset allocation, market and sector exposure, concentration, and return attribution.
Historical Risk & Event Analysis
Examine long-term performance, volatility, drawdowns, and how the portfolio behaved during major market events.
Model Portfolio Impact
Compare current holdings with your model portfolio and evaluate historical changes in return, risk, and Sharpe ratio.
Review the complete portfolio
with your client.
Once the holdings are consolidated, move directly into the advisory conversation. Review allocation and exposure, examine historical performance and major market events, and compare the client's current holdings with your model portfolio—all during the client meeting.