Lambda

Key Features

Generative AI

Use AI that has learned from your portfolio as a chatbot

Asset Allocation

Classify assets by stock, sector, country, and asset type, and check the status of diversified investments

Dividend Management

Check historical dividend performance, dividend schedules, and yields based on current prices and acquisition amounts with time series data

Risk Management

Visualize current portfolio risk and check the optimal holding ratio based on modern portfolio theory

Return Analysis

Visualize monthly heatmaps, maximum loss predictions, and performance through multiple factor analysis

Company Analysis

Financial Statements Analysis

Analyze the financial health of a company, including the three main financial statements

Segment and Regional Sales Analysis

Analyze company sales by segment and region (for US-listed companies only)

Key Metrics Analysis

Check key metrics such as ROE, PBR, and PER

Generative AI

Use generative AI to provide real-time chat based on financial statements and company data