FAQ | InvestLM Generative AI Platform

What is this platform?
The InvestLM Generative AI Platform is a web-based GenAI service powered by InvestLM, a large language model (LLM) developed by a research team at HKUST Business School for the financial services sector. Please refer to the platform’s Terms of Access and Use and Privacy Policy.

What kinds of tasks can this platform perform?
The InvestLM Generative AI Platform is designed to perform finance-related generative NLP tasks, including Text Summarization, Sentiment Analysis, Risk Analysis, Financial Document Processing (e.g., claim processing), Entity Recognition, Event Detection, ESG (Environmental, Social, and Governance) Analysis, and Question Answering (based on provided text, including text-form tables). It does not provide open-ended chat functionality like ChatGPT.

Who is this platform for?
The InvestLM Generative AI Platform targets the Hong Kong-based financial services sector, particularly small- and medium-sized companies.

How is InvestLM different from other general-purpose AI models?
The InvestLM Generative AI Platform is powered by InvestLM, which is specifically trained for finance and investment-related tasks. It also uses rationality tuning and persona-based tuning to align the model with economic rationality.

Is the platform free to use?
Yes.

How do I create an account or sign up?
Please complete the online registration form here, and we will get back to you shortly.

Do you support file uploads?
No. Please type or copy-paste your input. In the future, we plan to provide API access for more programmatic use.

Does the platform support multi-language input/output?
Yes.

How accurate are the results?
While we have implemented guardrails, users should be aware that responses are generated by AI and may sometimes be incorrect or inappropriate.

Can I use this platform for real-time tasks?
No, it does not have access to real-time data.

Does the platform support API integration?
Not currently. However, we plan to provide API access in the future to enable more programmatic use.

Is there a way to fine-tune or customize the platform for specific use cases?
Yes, we offer advisory and training services for on-premises InvestLM deployment and customized model fine-tuning to meet specific institutional needs. Please contact the InvestLM research team at investlm@ust.hk for further details.

What is your definition of a local financial institution?
We define a local financial institution based on the information provided during registration, such as company name, industry type, address, and website. This helps us determine if a registrant belongs to the target user group.

Why can you not open the service to all registrants who are local financial institutions? How many user accounts are available?
Due to limited computing resources, the platform’s response speed depends on factors like concurrent users and network traffic. To ensure a good user experience, we are rolling out access in phases. Initially, a limited number of user accounts will be available, with potential expansion based on demand.

If registrations exceed available accounts, how will you select successful registrations?
Our goal is to support local financial institutions, with a focus on small- to medium-sized firms. Selection will be based on factors such as industry type and limiting multiple registrations from the same institution to ensure fair access.

When will applicants know the results of their registration after submitting the registration form online?
We will try to get back to you within one week.

How can we contact the InvestLM team for suggestions and inquiries?
For suggestions or inquiries regarding this platform, please contact the InvestLM research team at investlm@ust.hk.