Changelog

Enterprise workflow hardening

Workspace scope becomes a first-class part of the product, so investment teams can collaborate without leaking context across mandates. Read the announcement →

Added

• Team workspaces with scoped access to shared portfolios, vault files, skills, and dashboards
• Enterprise organization provisioning and membership management from internal tooling
• Scheduled skills on paid plans, with run history, completion status, and notifications
• Vault mentions and context toggles inside agent inputs

Improved

• Workspace-scoped skills with clearer ownership and sharing behavior
• Stronger permission boundaries for portfolios, vault files, trade proposals, and dashboards
• Missing-resource visibility when a prompt references context Kimpton cannot access

Vault and Terminal

A secure home for your private research context, and a denser workspace for watching Kimpton reason in real time. Read the announcement →

Added

• Vault for uploading, searching, downloading, and deleting research documents
• PDF upload with large-file handling and semantic search across stored documents
• Markdown upload for internal notes and structured research
• Terminal: a dense workspace with live reasoning, streamed research steps, prompt history, and a resizable panel

Improved

• Trade proposal workflows now run inside Terminal with proposal tabs and workspace controls
• Clearer error messages for storage and tier limits

Infinite canvas, backtesting, reports, and enterprise data

Generated research becomes durable artifacts that live beside the conversation that created them. Read the announcement →

Added

• Inline canvas panel for generated dashboards and reports
• Strategy backtesting from the chart sidebar, with annotations preserved across navigation
• AI reports added on paid plans
• Model portfolios for reusable portfolio context
• Faster, more reliable market-data access
• FactSet OAuth integration for Enterprise users

Improved

• More reliable chart data loading and asset pages
• Chart scroll-back and viewport polish

Dashboards and trade proposals

Two workflows come together: AI-generated dashboards become a live research surface, and trade proposals connect that surface to the decision that follows. Read the announcement →

Added

• Interactive dashboard grid with drag, resize, edit, and save behavior
• Dashboard agent that adds, updates, and removes widgets from natural language
• Templates for market, macro, sector, crypto, and portfolio dashboards
• Live widgets for charts, metrics, holdings, tables, news, and AI-generated analysis
• Custom watchlists with row reordering
• Monte Carlo and computed chart widgets
• Trade proposal workflows with portfolio snapshots and P&L tracking

Improved

• Trade proposals now use portfolio snapshots, supporting research, and chart evidence
• Market-hours-aware P&L updates and per-position tracking

Skills and personalization

Recurring research processes become reusable workflows, and Kimpton starts to fit how each investor thinks. Read the announcement →

Added

• Skills page and editor for reusable research workflows
• Default skills for common investment research tasks
• Sidebar context sections for skills, watchlists, portfolios, and research objects

Improved

• Mention system now reaches tickers, skills, portfolios, and watchlists, with cleaner ticker chips and category navigation
• More reliable context handling in research threads
• Guided onboarding for different investor personas, with better step persistence

Better chart research

Charts stay closer to the research flow, so moving between a question and a chart no longer breaks the workflow. Read the announcement →

Added

• Inline mini charts for single-ticker price questions
• Queued follow-up messages while Deep Research is running
• Technical indicators and early backtesting support
• Log scale toggle, clickable backtest markers, and stop controls (Escape to halt streaming)

Improved

• More reliable chart rendering from $ticker references, with ticker symbols preserved more carefully
• Smoother typewriter animation and cleaner streaming behavior
• Cleaner indicator removal controls

Fixed

• Mobile chart layout issues
• Stale data flashing during ticker and timeframe changes