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PRISM is a research process, not a forecast of which stocks will perform best. It helps you decide which names deserve investigation, then four questions carry the work: Is the business worth owning? Is the price worth paying? Is the timing constructive, or does it need patience? Do experienced long-term holders show conviction in public filings? The PRISM Score is a 0–100 research priority score that brings those lenses together as a starting point — not a prediction of future returns, and not a recommendation to buy or sell. Pillar weights stay inside the engine; what you see is the research story — score, bands, context, and history. Ordering of the lenses is disclosed; exact percentages are not. Valuation is its own lens so price and business quality are not collapsed into one number.
Live score note. The five pillars describe how you read an opportunity in the product. Live ranking uses the production score stamp currently deployed (see in-app version labels). Composite ranking is not marketed as a cleared predictive edge until the Mode D validation gate passes.
For information and education only — not investment advice or a recommendation. Do your own research. Capital at risk.
Is the business worth owning?
PRISM evaluates growth, operating trend, and balance-sheet strength where available, with profitability, earnings quality, and cash as extra context. This answers whether the business looks financially sound and worth knowing. Weak quality can limit how high a name ranks — even when the chart looks strong or the multiple looks cheap.
Static quality reflects the reported business — margins, growth history, balance sheet, and earnings reliability. Trajectory looks at whether forward fundamentals are improving or softening: estimate revisions, operating trends, growth deceleration, and cash conversion where coverage allows. Softening trajectory is research context — not a sell or avoid instruction.
Limitations: Fundamentals update quarterly or slower; data can be stale, revised, or missing for some tickers. Analyst consensus is third-party opinion, not PRISM's view. Trajectory needs estimate and operating coverage; when that is thin, the product surfaces limited trajectory data rather than guessing.
How current is the research view?
Where available, PRISM shows when the score was last computed and when analyst estimates were as of. After earnings, estimates can lag; a freshness cue helps you judge whether trajectory still needs to settle. Freshness describes data timing — it is not a call to act.
Is the price worth paying?
PRISM looks at price versus the name’s own history first. Peer multiples and growth-adjusted context stay on the card so you can see whether a cheap print is the right kind of cheap. A strong business can still be a stretched research priority if valuation looks demanding. Conversely, a low multiple alone does not make a weak business a better starting point — that is a common value trap.
Limitations: Multiples depend on accounting conventions, sector norms, and cycle position. Missing or stale fundamentals can leave valuation incomplete. Cheapness never overrides a quality concern in the research story.
Does the growth path clear a sensible long-run hurdle?
PRISM looks at whether earnings or revenue per share can clear a long-run growth hurdle relative to other names, using the company's own history where coverage allows. Growth sits beside quality and valuation in the research story so a strong business that is no longer compounding is easier to spot.
Limitations: Growth estimates depend on filings, estimates, and history depth. Thin coverage can leave the pillar incomplete. A high growth reading is research context — not a forecast that the stock will outperform.
Is now a sensible moment, or is patience better?
PRISM assesses entry quality using widely used technical context such as long-term trend filters (e.g. price vs SMA 200), RSI zones (Emerging oversold, Favourable confirmation, Monitoring momentum), and MACD momentum confirmation. This answers whether the chart fits model entry rules in an uptrend — or whether patience is wiser. Offline research treats waiting for that Favourable label as part of the edge: capital is not assumed parked in the market while you wait.
Limitations: Technical models are backward-looking and can fail in sudden regime changes, low liquidity, or news-driven gaps. Indicators lag price and may whipsaw in sideways markets.
Do superinvestors show conviction in public filings?
PRISM tracks public filings and aggregated holdings from selected long-term managers (superinvestors). This answers who holds the name, how large the conviction looks, and whether recent activity shows adds, trims, initiations, or exits. Superinvestor data is research context — not a copy-trading product.
Limitations: Filings are delayed (often 45+ days for 13F). Holdings reflect past decisions, not current intent. Superinvestor activity is context — not proof a stock will rise.
Each stock receives an opportunity score (0–100) that brings the five pillars together qualitatively. Contribution percentages are not disclosed in the product — you see the research story, not engine internals. The disclosed order is Quality → Valuation → Growth → Timing → Conviction:
Rankings surface stocks that score highly on this composite — they are research starting points, not a shortlist of stocks to buy. Phrases like “quality supported, valuation stretched” or “needs deeper review” are research labels, not trade instructions.
Score bands are research classifications — not personal recommendations.
| Band | Meaning |
|---|---|
| Top research priority | Model score 85 or above — highest research band. Not a recommendation. |
| Strong profile | Model score 75–84 — a stronger research profile. Not a recommendation. |
| Worth watching | Model score 60–74 — worth keeping on a research list. |
| Mixed evidence | Model score 45–59 — the evidence is mixed. |
| Weak profile | Model score below 45 — a weaker research profile. |
PRISM assigns model-generated technical status labels. In the product UI they appear as Favourable, Monitoring, Target reached, and related research labels. Internal codes (e.g. BUY, HOLD) may appear in APIs. These describe what the rules-based model currently shows — they are not buy or sell instructions. Illustrative targets and stops are shown for context only.
| Status | Meaning |
|---|---|
| Emerging (EMERGING) | Early model state — technical indicators are turning positive but not yet confirmed. Not an instruction to trade. |
| Favourable (BUY) | Model technical status indicating favourable trend/momentum under PRISM rules — not an instruction to purchase. |
| Monitoring (HOLD) | Model status indicating the prior positive trend is intact; no exit trigger has fired. Not an instruction to hold a position. |
| Target reached (TARGET_HIT) | Price reached the illustrative target level set by the model. Historical model outcome only. |
| Stop reached (STOP_LOSS) | Price reached the illustrative stop level set by the model. Historical model outcome only. |
| Expired (EXPIRED) | Status timed out without hitting target or stop — closed for track-record purposes. |
| Unfavourable (SELL) | Model exit state recorded. Not an instruction to sell. |
Multiple timeframes (daily, weekly, 4-hour) are available on Pro and Pro+ plans. Each timeframe runs independently.
A high PRISM score does not always mean charts fit model entry rules today. PRISM checks whether price is stretched on weekly and daily charts, and may lower the displayed research band when entry timing is weak — even for a strong business.
| Warning | What it means |
|---|---|
| Constructive entry | Trend and price stretch are within acceptable ranges for research. |
| Wait for a pullback | Strong weekly trend, but price is stretched short-term vs model rules. |
| Extended vs model entry rules | Stretched on both weekly and daily charts — near-term reward-to-risk may be poor. |
| Weekly trend is mature | Near-term may fit model rules, but the long-term weekly trend is late-stage. |
| Weak entry timing | Business score is higher, but chart timing vs model entry rules is weak. |
| Against the weekly trend | Daily strength conflicts with a bearish weekly trend. |
The display rating band (e.g. Elevated, Monitor) may differ from the raw score band when entry-timing warnings apply — for research context only.
PRISM tracks model status through a lifecycle across three timeframes (weekly, daily, 4-hour). When a status closes, the exit reason is recorded for transparency:
Exit modes are historical model outcomes for track-record purposes — not instructions to sell or reduce any position you hold.
Every model change is checked against simply holding the same stocks over the same window. The comparison includes costs and the names that were actually in the test universe. Some changes pass. Many do not. We do not publish a single headline return on the marketing site, because a large percentage without that comparison is easy to misread.
Timing context is a research lens, not a claim that acting on a model status will beat holding the stocks. A score is a starting point for your own work. Past model behaviour is not a reliable indicator of future results.
Before making any financial decision:
PRISM provides information and education. We do not arrange deals, manage money, or give personalised recommendations under FSMA.
Price and fundamental data from licensed market-data providers (with public-market fallbacks where configured). Superinvestor holdings from public SEC filings and curated holdings aggregators. Rankings refresh after US market close. Timestamps are shown as "data as of" on each screen.