Lambda

Lambda is an AI-powered investment copilot designed to enhance your investment strategy with professional-grade analysis. It allows users to effortlessly track their holdings and dividends, manage risks intelligently, and gain real-time insights through a smart chatbot. Key features include portfolio analysis, asset allocation, dividend management, risk management, and return analysis. The platform also offers comprehensive company analysis, including financial statements, segment and regional sales, and key metrics such as ROE, PBR, and PER.

Lambda utilizes generative AI to provide real-time chats based on financial statements and company data. Users can classify assets by stock, sector, country, and asset type, and check the status of diversified investments. The platform visualizes portfolio risks and returns, including monthly heatmaps and maximum loss predictions. It supports analysis for US and Japan listed companies and ETFs, with a chatbot trained on financial statements to provide personalized AI-driven portfolio management.

Lambda offers flexible payment options with monthly and annual plans, including a free starter kit and a more advanced intermediate kit. Future developments include macroeconomic analysis, cryptocurrency analysis, API integration, and expanded asset analysis to include mutual funds and bonds. Recent updates have enhanced the AI chat feature, implemented GARCH and Black-Litterman models for risk and portfolio optimization, and released the platform's beta version for user feedback.