

Lambda
Overview :
Lambda is a platform focused on personal portfolio management, allowing users to easily manage and grow their investments through AI-driven analytical tools. The product utilizes modern investment theories to provide features such as risk management, return analysis, asset allocation, and dividend management. Background information indicates that it aims to empower investors through technology, enabling them to have greater confidence in managing their investments. The product offers flexible payment options and allows cancellation at any time, making it suitable for users in need of investment analysis.
Target Users :
The target audience includes individual investors and financial professionals who need a powerful tool to manage, analyze, and grow their investment portfolios. Lambda assists users in better understanding market dynamics and investment risks by providing in-depth analysis and AI-powered decision support, enabling them to make more informed investment decisions.
Use Cases
User A utilized Lambda's AI chat feature to gain in-depth analysis and recommendations for their investment portfolio.
User B optimized their portfolio using Lambda's risk management tools, reducing potential market risks.
User C effectively planned their dividend income and improved investment returns using Lambda's dividend management function.
Features
Portfolio Analysis: A chatbot that learns from user portfolios to provide personalized investment analysis.
Asset Allocation: Classifies assets based on stocks, sectors, countries, and asset types and checks the status of diversified investments.
Dividend Management: Reviews historical dividend performance, dividend plans, and yields based on current prices and purchase amounts.
Risk Management: Visualizes current portfolio risk and checks optimal holding proportions based on modern portfolio theory.
Return Analysis: Visualizes monthly heatmaps, maximum loss predictions, and performance through multiple factors.
Company Analysis: Includes financial statement analysis, market segmentation and regional sales analysis, and key metrics evaluation.
Generative AI: Provides real-time chat capabilities based on financial statements and company data.
How to Use
1. Visit the Lambda website and register for an account.
2. After logging in, upload or enter your investment portfolio information.
3. Use the portfolio analysis tool to view AI-generated analysis and recommendations.
4. Utilize the asset allocation tool to check the diversification status of your portfolio.
5. Through the dividend management feature, review historical dividend performance and forecast future dividend income.
6. Use risk management tools to assess and optimize the risk level of your portfolio.
7. Analyze returns with tools that provide insights into monthly performance and potential maximum losses.
8. Leverage company analysis tools to conduct a deep dive into specific companies' financial health and market performance.
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