Getting started
Getting started on Free
Create an account, connect a portfolio if you wish, and ask a question.
- Sign up at kimpton.ai and choose Free. If your firm gave you a password-setting link, use the firm guide instead.
- Open New Agent and ask a question, such as "What has changed for AAPL this quarter? Show your sources and dates."
- To ask about your own holdings, open Portfolio and select Connect brokerage. Follow the institution's sign-in steps in Plaid. Check the last sync time before using the data.
You can also use a model portfolio without connecting an account. See Portfolios.
Free includes equity prices and fundamentals in research. If you reach a brokerage connection limit, Kimpton shows a message. Options, built-in SEC filing tools, Vault, and trade proposals require a paid plan. See Paid for the next steps.
If you try Kimpton as a guest, you have five questions shared across chat and chart questions. Sign in to keep working. If something does not open, see support.