Getting started
Getting started on Paid
Use your documents, portfolio, and research together.
Start with the Free guide to sign in, ask a question, and connect a brokerage account if you need one. Paid adds Vault documents, Skills, options, built-in SEC filing tools, and trade proposals.
Use a document in a question
- Open Vault and upload a document you are allowed to use, such as an investment mandate.
- Confirm it appears in Vault.
- Open New Agent. Select the document with
@and ask a question about it. - Check the answer against the document and its date.
See Uploading documents if the file does not appear.
Explore a trade proposal
Open Trade Proposals, select a model portfolio, and run a proposal. Review the evidence, assumptions, and risks before making any decision. Kimpton does not execute trades. See Trade Proposals.