PRISM

Portfolio & Risk Management, Powered by Generative AI

Autonomous AI agents that continuously analyze, forecast, and optimize your portfolio—transforming raw market data into actionable investment intelligence in real time.

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UPTICK AI

Total Balance

$1.24M

+2.4% (24h)

AI Insight

Outperforming S&P 500 by 1.2%. Tech exposure driving gains. Suggested rebalance in 3 days.

Universal Portfolio Aggregation

Manage assets across all custodians, exchanges, and asset classes with seamless connectivity in one unified dashboard.

Generative AI Insights

Autonomous AI agents that understand your portfolio, synthesize complex signals, and explain opportunities and risks in plain language.

AI-Driven Portfolio Optimization

Optimize portfolios with agentic AI that continuously balances return, risk, and constraints as markets and client objectives change.

Proactive Alerts & Monitoring

Real-time, AI-prioritized alerts on market shifts, volatility, and sentiment so you see emerging risks and opportunities before they’re obvious.

Complete AI-Native Portfolio & Risk Management Suite

All the tools you need in one platform, orchestrated by generative and agentic AI to power real-time decisions.

Gain/Loss Tracker

PnL Tracker

₿

Bitcoin

+$4,230.50

+2.4%

Ethereum

-$892.20

-1.1%

Daily Goal82%

PnL Tracker

₿

Bitcoin

+$4,230

Ethereum

-$892

Daily Goal82%

AI Portfolio Optimization

AI Optimization

94SCORE

●Sharpe Optimized

●Volatility Reduced

Est. APY Boost

+4.2%

AI Optimization

94SCORE

Sharpe Opt.

Est. APY Boost

+4.2%

AI Alerts & Monitoring

Active Alerts

Stop Loss Triggered

NVDA dropped 5% in 10m

Volatility Spike

BTC volatility > 80%

Breakout Detected

SOL crossing SMA 200

Active Alerts

Stop Loss Triggered

NVDA dropped 5%

Volatility Spike

BTC vol > 80%

Portfolio Drawdown

Max Drawdown

-3.24%vs -5.8% SPY

Risk Control Active

Max Drawdown

-3.24%vs -5.8% SPY

Risk Control Active

Scenario Testing

Stress Tests

Simulating portfolio impact:

Fed +50bps

-2.15%

Oil Shock

-1.80%

Tech Rally

+4.20%

USD Crash

+1.50%

Stress Tests

Fed +50bps

-2.15%

Tech Rally

+4.20%

Oil Shock

-1.80%

USD Crash

+1.50%

Risk Metrics

Key Metrics

Sharpe Ratio2.45

Beta to SPY0.85

Sortino3.12

Key Metrics

Sharpe Ratio 2.45

Beta to SPY 0.85

Sortino 3.12

Strategy Designer

Strategy Agent

Trigger: Annualized Volatility > 25%

Condition: SMA 20 < SMA 50

Buy Put Options

Hedge Longs

Strategy Agent

Trigger: Volatility > 25%

Condition: SMA 20 < SMA 50

Buy Puts

Hedge

Universal Integration

API Integration

import uptick from '@uptick/core';

const client = new Uptick({

apiKey: "pk_live_...",

modules: ["risk", "oms"]

});

// Ready to stream

API Integration

const client = new Uptick({

apiKey: "pk_live...",

modules: ["risk"]

});

// Ready to stream

AI Risk Intelligence

Predict Risks Before They Emerge

Generative AI continuously monitors volatility, correlations, and tail risks in real time. Instead of reacting to market moves, Prism's AI agents forecast risk shifts days or weeks ahead by analyzing market microstructure, alternative data signals, and emerging systemic patterns—giving you early warning when it matters most.

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Autonomous Optimization

AI-Driven Portfolio Construction

Autonomous AI agents dynamically construct and rebalance portfolios based on real-time market regimes, client constraints, and emerging opportunities. Unlike static optimization models, agentic AI continuously learns from market cycles and adapts allocation strategies faster than markets change—delivering superior risk-adjusted returns with minimal human intervention.

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AI Scenario Modeling

Stress Testing Powered by Deep Learning

Generate thousands of synthetic market scenarios in seconds using generative AI and deep learning. AI agents automatically refine stress tests based on emerging market dynamics—not just historical precedent. Understand portfolio behavior across tail risks, regime shifts, and geopolitical scenarios with AI-generated narratives that explain implications for your specific holdings.

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Simulation Config

RUN

Scenario

Inflation Shock

Portfolio

Global Macro

Stress Factor (3σ)EXTREME

Impact Analysis

Drawdown Path

SPY BTC

AssetNet Impact

SPY

-12.5%

BTC

-28.4%

Gold

+5.2%

AI-Powered Analytics

Generative AI Attribution & Narrative

AI analyzes performance drivers across assets, sectors, and strategies—then generates contextual narratives explaining what drove returns and risks. Instead of static tables, get AI-generated insights that connect market events, portfolio decisions, and outcomes in plain language. Understand not just the "what" but the "why" behind your portfolio performance in real time.

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AI Attribution

Active Return (bps)

MOM

VAL

VOL

SIZ

Sector Weights

Info Tech

+4.5%

Energy

-3.2%

Prism Insight

MOMENTUM

Have questions about PRISM?

Talk to our team about how generative and agentic AI can augment your portfolio and risk workflows.