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PRIVATE BETA — COHORT 01 OPENS THIS QUARTER Claim a seat →
Lyrra
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LYRRA — PRIVATE BETA

The AI research desk for asset managers.

Import your book, install the skills you need, and put your research on a schedule. Lyrra is one environment for portfolio monitoring, stock and sector research, and news alerts triggered by what's actually in your portfolio.

Connect your book. Write the job once. It runs forever.

See how it works

Early cohorts get onboarding from the founders. No card required.

portfolio_monitor running
0 7 * * 1-5NEXT 07:00 ET
NVDA7.4% wt▲ 2.4%
ASML4.1% wt▼ 1.1%
TSM3.8% wt▲ 0.8%
CDNS2.2% wt▼ 0.3%
FLAGGED
Semis weight drifted +180bps in five sessions. Concentration now 21.4% of book — above your 20% threshold.
CONNECTS TO
FactSetS&P Capital IQKoyfinSEC EDGARRefinitivExcelInteractive BrokersSlack
01 / WHY WE BUILT IT

Automate your research. Expand your coverage.

Chat assistants give you an answer and forget you exist. Dashboards show you numbers but can't reason about them. Terminals cost more than a junior analyst and still have no idea what's in your portfolio. None of them can do the work twice.

So the work stays manual. You already know how you evaluate a name — the checklist, the screens you re-run, the five things you always check before you size up. But that process lives in your head, one spreadsheet, and fourteen browser tabs, and every time you use it you rebuild it by hand.

Which is why your real coverage is however many names you can personally get to. Automate the process and that ceiling moves: the same rigor you apply to your top holdings runs across everything you follow, whether or not you had time this week.

Lyrra is the layer nobody built: somewhere to write your process down once and let it run.

02 / HOW IT WORKS

Three steps. Then it runs without you.

STEP 01

Import your book.

Start with the spreadsheet you already keep. Drop in an Excel or CSV of your holdings — tickers, cost basis, weights, whatever columns you use — and Lyrra builds your portfolio graph from it. Connect a broker or custodian when you're ready. Everything downstream is scoped to what you actually own.

· Excel and CSV on day one· Broker and custodian sync· Cost basis, weights, and lots preserved
book_import.xlsxparsed · 48 rows
TICKERCOSTWEIGHT
1NVDA118.407.4%
2ASML682.104.1%
3TSM141.753.8%
4LRCX72.903.1%
→ portfolio graph built · 48 positions · 11 sectors
STEP 02

Install your skills.

Skills are the units of work: portfolio monitoring, stock research, sector research, news coverage. Install the ones you need and point them at your mandate. Each one inherits your context — your positions, your watchlist, your notes, your constraints — so nothing has to be re-explained.

· Four skills at launch· Configured against your mandate· Shared across your team
skills / installed
portfolio_monitorinstalled
stock_researchinstalled
news_coverageinstalled
sector_researchinstall
mandate: US & EU semis, mid-to-large cap
context: 48 positions · 19 watchlist · 62 memos
STEP 03

Put it on a schedule.

Every skill takes a schedule. Monitor the book at 7:00 on weekdays. Re-run the sector file the morning after CPI. Sweep news across the watchlist every four hours. Set it once and it happens whether or not you remember to open the app.

· Cron or plain English· Event triggers on earnings, filings, and prints· Output to app, email, or Slack
scheduler
> every weekday at 7am, monitor the book
→ 0 7 * * 1-5
portfolio_monitor0 7 * * 1-5
news_coverage0 */4 * * *
sector_researchon: CPI print
stock_researchon: 10-Q filed
03 / SKILLS

Four skills at launch. More every month.

Skills are how work gets done in Lyrra. Each one is a repeatable job with your context baked in — install it, schedule it, and read the output.

Upload your Excel and Lyrra starts watching. Weight drift, concentration creep, P&L attribution, and anything in the book that moved for a reason you should probably know about. The output isn't a number that changed — it's what changed and why.

· Excel and CSV import, no schema required· Drift at position, sector, and factor level· Alert thresholds you set yourself· Daily, weekly, or triggered by an event

Point it at a ticker and get a structured writeup: the business, the numbers, the competitive position, the valuation, and the bear case. Built from filings, transcripts, estimates, ownership data, and anything you've uploaded yourself. Every claim carries its source so you can check the work instead of trusting it.

· Filings, transcripts, estimates, and ownership in one pass· Bear case written by default, not on request· Your memos and models treated as first-class inputs· Re-runs on a schedule so the file never goes stale

Constituents, share shifts, margin structure, capex cycles, regulatory overhang, and an honest read on who's actually winning. Same framework every time — which means sectors become comparable to each other, not just to themselves.

· Consistent structure across every sector· Supply chain and value chain mapped end to end· Comps built automatically, not by hand· Refreshes when the quarter turns

Lyrra watches your holdings and your watchlist, reads what breaks, and tells you the one thing that matters for your position. Not a digest of everything. A short answer to the only question worth asking: does this change the thesis?

· Scoped to holdings and watchlist, always· Thesis impact assessed, not just summarized· Noise suppressed, repeats collapsed· Delivered on your schedule, not the news cycle's
04 / CHAT

An agent that has already read your book.

Everything above is also a conversation. Ask Lyrra a question the way you'd ask a good analyst — about a position, a screen, a scenario, a number you don't believe — and it works from the same context the scheduled jobs use. It can pull data, run the analysis, build the chart, and show you its work.

Ask it to schedule something and it writes the job for you.

lyrra / chat
you › if ASML guides down 5%, what happens to my semis sleeve?
Your semis sleeve is 21.4% of the book across six names. A 5% guide-down on ASML historically drags the equipment complex 3–4% in sympathy — LRCX and AMAT are 5.2% combined. Sleeve impact is roughly −140bps, and concentration falls back inside your threshold.
ran 3 tools
portfolio.exposure(sector="semis")
estimates.revision_history("ASML")
scenario.shock(name="ASML", eps=-5%)
sources: ASML 20-F, Q2 transcript, consensus revisions ×14
05 / INTEGRATIONS

Bring the data you already pay for.

Lyrra connects through the Model Context Protocol, so your entitlements stay yours and your seat stays yours. We don't resell your data back to you — we read through the vendors you've already chosen.

MARKET & FUNDAMENTALS FactSet
S&P Capital IQ
Koyfin
FILINGS & DISCLOSURE SEC EDGAR
Earnings transcripts
Ownership & insider data
YOUR BOOK Excel
CSV
Broker & custodian
YOUR DOCUMENTS Memos
Models & IC notes
Sell-side PDFs

EVERYTHING ELSE — MCP is an open protocol. If your vendor speaks it, Lyrra connects to it — and if they don't, tell us and we'll build it.

06 / WHY LYRRA

Why it’s not just another tool.

Developers stopped stitching together a text editor, a compiler, a debugger, and a terminal about thirty years ago. They got one environment where the pieces knew about each other, and their output went up permanently. Nobody argues about it now.

Investment research never got one. The data sits with a vendor. The model sits in Excel. The notes sit in Notion. The news sits in your inbox. The reasoning sits in your head, and none of it knows the rest exists.

Lyrra is the desk. Your book, your documents, your data vendors, your process, and an agent that can operate all of it — in one place, on a schedule you control.

UNDER THE HOOD — a production agent SDK, MCP for every data connection, and a real scheduler underneath. Not a wrapper on a chat box.
07 / SECURITY

Read-only. Yours only.

Read-only by design

Lyrra reads positions. It cannot place a trade, move cash, or change anything in your accounts. There is no code path that does.

Your data isn't training data

Your portfolio, your documents, and your questions never train a model. Contractually, with every provider we use.

Isolated by tenant

Your workspace is walled off from everyone else's. Jobs execute in a sandbox scoped to you and nobody else.

Leave clean

Disconnect and your data goes with you. Export everything, delete everything, no phone call required.

Encryption at rest and in transit. SOC 2 Type II work underway — happy to share where we are.

08 / FAQ

Is Lyrra an investment adviser?

No. Lyrra is research infrastructure. It produces analysis; you make every decision.

Can it trade?

No. All portfolio connections are read-only, by design.

Do I need my own data subscriptions?

For premium sources like FactSet or Capital IQ, yes — Lyrra reads through your entitlements. Public sources like EDGAR and transcripts are included.

What if I only have a spreadsheet?

That's the intended starting point. Excel import works on day one and everything else is optional.

Do I need to know what a cron expression is?

No. Describe the schedule in plain English and Lyrra writes it.

When does access open?

Cohort 01 opens this quarter. Waitlist position is weighted by fit, so the free-text field is worth filling in.

09 / EARLY ACCESS

We're onboarding in cohorts.

We're taking a small number of investors at a time, because the skills only get good if we build them next to the people using them. Tell us what you run and what you'd automate first. The sharpest answers get in soonest.

lyrra · request access
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