TradeIQ, PRISM, and the Advize Portfolio Manager each delivering a distinct layer of quantitative market analysis for active traders and registered investment advisors.
A nine-part TradingView data analysis report converts raw chart data into a structured directional read — covering trend bias, volume confirmation, and momentum sequencing in a single pass.
PRISM scores momentum, reads recurring price patterns, and maps outcomes across probability grids — quantifying setups that are typically judged by eye alone.
Multi-period forecasts and Fibonacci-calibrated price targets give advisors and traders a quantified view of portfolio positioning across near- and long-term horizons.
Advize.io's quantitative methods did not originate in a spreadsheet. They originated on the trading floor — refined over four decades and proven at the institutional level before ever reaching a retail screen. The same engine behind PortfolioXpert now powers TradeIQ, PRISM, and Advize Portfolio Manager for active traders and registered investment advisors.
Advize.io's quantitative framework traces its lineage to methods developed on the Chicago Board of Trade trading floor in 1979 — decades of market-tested rigor, not a backtested gimmick.
The same analytical engine powering PortfolioXpert has been deployed across 36 proprietary trading desks at global banking institutions.
Positions and allocations informed by this methodology now influence more than $275 billion in institutional assets worldwide.
Over 3,000 RIAs rely on this quantitative approach to support client portfolio decisions with measurable, data-driven conviction.
Registered investment advisors and active traders rely on TradeIQ, PRISM, and Advize Portfolio Manager to replace chart folklore with measurable, quantitative analysis.
“TradeIQ's nine-part analysis replaced three separate indicator subscriptions on my desk. The probability grids in PRISM give me a defensible, data-driven reason for every entry I take to clients.”
Marcus Whitfield
Senior Portfolio Strategist · Registered Investment Advisor
“The Fibonacci targets and multi-period forecasts inside Advize Portfolio Manager are the first tools I've used that quantify conviction instead of asking me to eyeball a chart. Our desk has standardized on it.”
Elena Marchetti
Head of Proprietary Trading · Proprietary Trading Desk
“One login, three engines, zero guesswork. PRISM's momentum scores and TradeIQ's pattern reads now drive every allocation memo I send to my clients, and the methodology holds up under scrutiny.”
David Okafor
Independent Financial Advisor · Registered Investment Advisor
Every subscription tier unlocks TradeIQ, PRISM, and the Advize Portfolio Manager, with secure checkout through Stripe. New customers select a plan below and proceed directly to payment.
For self-directed traders who need rigorous, math-based signal reads.
Secure checkout through Stripe
For registered investment advisors managing client portfolios at scale.
Secure checkout through Stripe
For proprietary trading desks requiring unlimited seats and oversight.
Secure checkout through Stripe
All plans are billed and processed by Stripe. Cancel or change your subscription tier at any time from your account dashboard.
Answers on billing, Stripe checkout security, cancellation, and the data behind every report.
Join 3,000+ advisors and active traders using TradeIQ, PRISM, and Advize Portfolio Manager under a single Advize.io login.