Building an AI powered investing product - Prysm Finance

Investor Toolkits
1

Hi everyone,

I’m Priyanshu Gupta, founder of Prysm ( https://prysm.fi ), before I have been a founding engineer for trading platforms exceeding 1 million users, and I’ve been actively investing for 5+ years.

Like many here, I often find the process of discovering, analyzing, and tracking opportunities across small/midcaps fragmented and time-consuming. To address this, we’ve been building a deep AI-powered research and screening tool tailored for fundamental investors.

Here’s what it currently does:

Natural Language + Advanced Filters
You can type queries like:

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“Energy stocks with high-impact recent news, PE below industry average, PEG < 1”
and get results instantly. We also allow filtering news by type (e.g., “new orders,” “management stake changes”) while combining them with fundamentals.

Real-Time News with Sentiment & Impact
The platform fetches real-time news tagged with sentiment and estimated impact, ensuring you aren’t working with stale information.

AI-Summarized Concall Transcripts
We summarize concalls so you can quickly understand management commentary without hopping across PDFs.

AI Trending Stocks
We identify and track stocks gaining traction across news + fundamental + price action filters automatically.

Custom Technical Analysis Agent
We’ve built an agent specifically for technical analysis, to complement fundamental investors, allowing clean, high-accuracy TA analysis with access to real time data without the generic limitations of standard LLMs
Portfolio Tracking with Advanced Metrics
You can track your portfolio’s Sharpe, Beta, Alpha, along with a dynamic table view of fundamentals and holdings in one place, with broker connectivity for seamless tracking. Also with custom AI chat for each demat account you connect.

We’re focused on reducing friction so investors can spend more time asking “Is this a good business at a fair price?” and less time in repetitive scuttling for data.

Would love your feedback:

  • What parts of your current research workflow feel slow or manual?
  • If you could automate one part of your screening, trading and tracking, what would it be?
  • What more features you would like to see at Prysm?

Happy to take any questions and genuinely looking forward to learning from this community.

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2

Sounds very promising for me.
One thing, do we get the latest data always? Like data from latest concalls, latest price action movements etc?

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4

Yes, price action and news are near real-time with AI impact and sentiments

For concalls, there can be a slight delay since they’re based on event-driven transcripts or recordings. We’re actively working on reducing this delay, ideally to real-time or within the same day

So while concall data might not be “latest” in the same way price or news is, we’re making it as close to real-time as technically possible. This ensures you’re never operating on stale insights.

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