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What is Lambda?

Lambda is an AI-driven financial analysis platform that offers a comprehensive suite of tools tailored for detailed evaluation of investment portfolios and individual corporations. To facilitate portfolio analysis, it features AI-powered chatbots trained specifically on the user’s investment data, delivering interactive insights that support better decision-making. The platform categorizes assets by stock, sector, country, and type, which allows users to effectively assess the diversification of their portfolios. It tracks historical dividend trends, schedules, and yields, while also visualizing portfolio risks and suggesting ideal holding ratios based on principles from modern portfolio theory. Additionally, Lambda provides insights into potential returns through monthly heatmaps, projections of maximum losses, and thorough multi-factor analyses. For company evaluations, the platform examines financial stability by analyzing the three key financial statements and assesses sales across different segments and regions for U.S.-listed companies. Moreover, it scrutinizes vital financial indicators such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER), ensuring users gain a comprehensive view of their investment environment. This diverse and robust methodology equips users with essential tools to make well-informed financial choices and ultimately enhances their investment strategies.

What is DivTracker?

DivTracker presents an effortless method for keeping tabs on your dividend income with ease. Users can gain insights into their earnings, manage their investment portfolios from a single platform, and visualize their monthly and annual dividends seamlessly. As one of the leading tools for tracking dividends, DivTracker removes the burden of manually calculating stock dividends and the tedious process of sorting through various financial statements. Instead, it allows you to effortlessly access your entire investment portfolio, assess your dividend revenues, and monitor both future and anticipated payouts. Moreover, DivTracker keeps you in the loop with the latest information on the companies in which you invest, ensuring you receive timely alerts about important dividend occurrences, such as payment schedules. By streamlining the management of your dividend income portfolio, DivTracker ultimately saves you considerable time, making it an indispensable resource for investors who prioritize cash flow from their stocks. This application is particularly advantageous for individuals who place a strong emphasis on dividend income within their investment plans, enhancing their overall financial strategy.

Media

Media

Integrations Supported

OpenAI
Pinecone
Vercel

Integrations Supported

OpenAI
Pinecone
Vercel

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lambda

Company Website

lambdafinance.ai/

Company Facts

Organization Name

DivTracker

Company Website

divtracker.app/

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

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