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Classify assets by stock, sector, country, and asset type, and check the status of diversified investments
Check historical dividend performance, dividend schedules, and yields based on current prices and acquisition amounts with time series data
Visualize current portfolio risk and check the optimal holding ratio based on modern portfolio theory
Visualize monthly heatmaps, maximum loss predictions, and performance through multiple factor analysis
Analyze the financial health of a company, including the three main financial statements
Analyze company sales by segment and region (for US-listed companies only)
Check key metrics such as ROE, PBR, and PER
Use generative AI to provide real-time chat based on financial statements and company data
Free
Entry-level kit with basic tools
0
/ moAccess to all features during beta
1 portfolio with up to 5 Holdings
10 chat prompts /mo
Early access to new features
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JPAt Lambda, we offer pricing based on purchasing power parity to make our services more accessible to a wider audience.
Activate 46% off with regional pricing