Introduction
Kimpton AI is an investment research platform for buy-side teams: AI-generated trade proposals, deep research, live dashboards, and investor-ready reports, grounded in your portfolio and mandate.
Every output is grounded in your actual portfolio and private mandate, and cited to its source.
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What Kimpton does
Trade Proposals
AI-researched, cited trade ideas sized to your book and mandate.
Deep Research
Ask the kind of question you'd ask your best analyst. Get a cited writeup grounded in primary sources and your own holdings.
Dashboards
Describe a market view in plain language and get a live, shareable dashboard in seconds.
Reports
Performance attribution, investor letters, and sector deep-dives drafted against your live book.
Charts & Backtests
Build charts from a sentence and backtest strategies with an annotated, plain-English critique.
Skills
Turn recurring research workflows into scheduled automation that runs on your behalf.
Every claim Kimpton makes is cited to a source: a filing, an earnings transcript, or live market data. The portfolio manager always makes the final call; Kimpton is a research engine, not an auto-trader.
Built for institutional teams
Your model choice is remembered in this browser across Chat, Terminal, Charts, and Trade Proposals. If that model is unavailable in the current workspace, Kimpton uses Auto without forgetting your preference. Selecting Auto yourself replaces the saved choice. If browser privacy settings block storage, you can still choose an available model for the current view; the choice may reset after navigation or reload. You can also expand or collapse the navigation sidebar when saving browser preferences is unavailable; it defaults to expanded on the next visit.
If a saved conversation cannot load, Chat offers Retry instead of showing it as an empty conversation. Retry reloads the existing history; it does not resend your question or start another answer. Shared conversation history follows the selected account and workspace; leaving that scope clears its rows while the next history loads.
Kimpton supports team workspaces with scoped resource access, shared research, and model portfolios for reusable institutional context. Team Workspaces are available to Enterprise organizations. Enterprise
When comparing model portfolio concentration, Kimpton uses complete target allocations to calculate position weights and the Herfindahl index (the sum of squared fractional weights). This includes cash and treats each fund as one position; it does not measure overlap inside funds or overall investment risk. Incomplete or invalid allocations cannot establish a complete concentration index.
Security and trust
Your portfolio holdings, private documents, and research are encrypted, isolated to your workspace, and never used to train AI models. You control what context the AI sees and when.