Velpha

Your AI-Powered Investment Copilot

348 followers

Your AI-Powered Investment Copilot

348 followers

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Investing

Velpha is an AI-powered investment copilot that elevates your investments with professional-grade analysis. Effortlessly track your holdings and dividends, intelligently manage risks, and utilize our smart chatbot for real-time insights.

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Launch tags:Fintech•Investing•Artificial Intelligence

Launch Team / Built With

Tines The single, secure environment for agents, apps, and automations.

Promoted

Lovify

Very well done. I am excited to try this out, congrats on the launch!

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2yr ago

Velpha

Maker

@realtalishaw Thank you so much! I'm thrilled to hear that you're excited. Please give it a try and feel free to share any feedback you may have. We look forward to your continued support!

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2yr ago

Congrats on the launch @shutakamizawa ! Wishing you great success!

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2yr ago

Velpha

Maker

Thank you so much @katssasa. I appreciate your support.

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2yr ago

Linguaroom

Congrats on the launch! Waiting for the crypto integrations like Phantom, Xverse wallet, etc

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2yr ago

Velpha

Maker

@denys_hriaznov Thank you for your feedback! Crypto is currently experiencing a resurgence, and we plan to implement features that can analyze data from multiple wallets, including Phantom and Xverse wallets. Please stay tuned for our upcoming updates!

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2yr ago

ChatPDF

Seamlessly monitoring investments and dividends, coupled with smart risk management, positions this tool as an essential asset for those committed to enhancing their financial strategies. Kudos on developing such an empowering and innovative platform! I'm definitely on board to give it a try!

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2yr ago

Velpha

Maker

@dejavideos Thank you so much for your kind words! Your feedback truly motivates us to keep improving and delivering value. We can’t wait to hear about your experience—welcome aboard! 😊

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2yr ago

TRDATA

💎 Pixel perfection

Congrats on the launch! I really like Lambda! Compared to other tools, it feels much easier to use, which is a big plus. I was a bit surprised by your approach to adding portfolios. Using transactions instead of current holdings is definitely the best way to measure portfolio performance. However, I’m not sure individual investors always have a complete track record of their actions. If Lambda allows adding transactions without dates, it probably should be communicated in the interface to avoid confusion. Another improvement you could make is to streamline the information upload process by accepting not just CSVs but any file types. Modern LLMs can parse almost anything, including manual table scraping. Lastly, a quick note of caution, regarding API integration: it is more challenging than it seems (at least for the US market). Even simultaneous use of multiple connection providers like Plaid and Yodlee, won't lead to a good connection success rate. It’s worth keeping in mind and designing the interface to account for potential limitations. Great work overall, I’m excited to see Lambda continue to grow and evolve! 🚀

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2yr ago

Velpha

Maker

@anton_osipov Thank you so much for your thoughtful and detailed feedback! I’m thrilled to hear that you’re enjoying Lambda and appreciate you taking the time to share your insights. You bring up a great point regarding portfolio tracking. Indeed, allowing users to input their current holdings could simplify the process for those who may not have a complete transaction history. While this approach might limit access to historical performance data, it could be a valuable feature for users who primarily want to monitor their current risk levels. We’re considering implementing this option to cater to both detailed and light users. Additionally, expanding our data import capabilities beyond CSV files is a fantastic suggestion. We plan to support various file types such as PDF, TXT, and XML in the near future. Leveraging OCR and modern LLM technologies will enable us to accurately parse and process different data formats, making the upload process more seamless and versatile for our users. Regarding API integration, you’re absolutely right about the challenges, especially in the Japanese market. Security regulations require us to obtain licenses from government agencies when connecting customer accounts, and we are actively working on securing these licenses. We are also experimenting with tools like Plaid and Yodlee to determine the best solutions for reliable and secure connections. Your insights into these challenges are invaluable as we navigate this complex landscape. Once again, thank you for your comprehensive feedback and for helping us improve Lambda!

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2yr ago

Congratulations on the launch! 🚀 It's inspiring to see such innovation. As a soon-to-be graduate in May 2025 from IIT Jodhpur with a strong background in software engineering and problem-solving, I'd love to know if there are any areas where I could potentially contribute to your vision. Wishing you great success!

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2yr ago

Velpha

Maker

@rahul5107 Thank you for your kind words and interest in our startup! We are currently a newly founded company. While we truly appreciate your enthusiasm and impressive background, we are not hiring engineers at this time. However, I would love to connect on LinkedIn to stay in touch and share any future opportunities as we grow. Wishing you all the best in your studies and future career!

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2yr ago