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Trade Proposals

Research a possible portfolio change and review the evidence.

Trade Proposals are available on paid plans. They support research and review; Kimpton does not place trades.

  1. Open Trade Proposals and choose a model portfolio. Create or request a model first if none is available. A model shows target allocations, not live client holdings.
  2. Choose Portfolio Review. New Ideas and universe selection require Enterprise.
  3. Add a mandate or direction if relevant, then choose Run now. You can schedule a recurring review in the Trade Proposals panel when that option is available.
  4. Open the result and check its sources, dates, sizing assumptions, constraints, and risks. Ask a follow-up before acting on anything unclear.

The proposal may use authorized portfolio and document context. A missing or stale source can change the result. If a portfolio is missing, see Portfolios. If a mandate is missing, check Vault.

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Terminal

Open a market page and ask Kimpton about what you see.