Your portfolio, connected
The best investment research is personal. It should know what you own, understand your context, and respond in seconds. This update makes that possible.
Kimpton AI now connects directly to your brokerage accounts, giving you a unified view of your holdings and enabling research that understands your portfolio. Combined with a 10x improvement in response speed and a refreshed interface across the platform, this is our most significant update yet.
What's New
- Portfolio Dashboard with real-time holdings and allocation views
- Plaid integration to connect 2,500+ brokerages
- 10x faster Deep Research responses
- X/Twitter integration for news signals
- Refreshed UI across the entire platform
Why This Matters
Most research tools operate in a vacuum. They analyze markets without knowing what you actually own. Kimpton AI now bridges that gap. When you ask a question, it can factor in your specific holdings, helping you understand how market movements, earnings reports, and macro shifts affect your portfolio directly.
And with responses that now arrive 10x faster, you spend less time waiting and more time acting on insights.
New Features
Portfolio Dashboard
Your new Portfolio Dashboard provides a complete view of your connected accounts. Track your portfolio balance over time, see individual holdings with real-time values and returns, and understand your allocation across asset types at a glance.
- Portfolio balance chart with customizable time periods
- Holdings table with security details, values, returns, and weights
- Allocation breakdown by asset type
- Automatic daily sync to keep your data current
Connect Your Brokerage with Plaid
Securely link your brokerage accounts using Plaid, the same infrastructure trusted by major financial institutions. Kimpton AI supports over 2,500 brokerages including Schwab, Fidelity, Vanguard, E*TRADE, Robinhood, TD Ameritrade, Interactive Brokers, and more.
- Bank-level security with 256-bit encryption
- Support for 2,500+ financial institutions
- Real-time sync keeps your portfolio up to date
- Your credentials are never stored by Kimpton
Try asking
- “How would a 10% drop in tech stocks affect my portfolio?”
- “Which of my holdings has the highest volatility?”
- “What percentage of my portfolio is exposed to interest rate risk?”
10x Faster Deep Research
We rebuilt our research engine from the ground up. By consolidating our AI agents into a unified architecture, Deep Research now responds up to 10x faster than before. Complex analyses that previously took 30+ seconds now complete in just a few seconds.
The speed improvement applies across all query types, from simple price checks to multi-asset Monte Carlo simulations. You can iterate faster, explore more scenarios, and follow your thinking without losing momentum.
X/Twitter News Integration
News signals now include data from X (formerly Twitter), giving you a more complete picture of market sentiment and breaking developments. Kimpton AI surfaces relevant posts alongside traditional news sources, helping you catch narratives as they emerge.
Try asking
- “What is the sentiment on X about NVDA earnings?”
- “Are there any trending discussions about rate cuts today?”
Refreshed UI Across the Platform
Every screen in Kimpton AI has been updated with a cleaner, more consistent design. The sidebar is more organized, Market Insights cards are easier to scan, and the overall experience feels faster and more polished. Small improvements add up to a significantly better workflow.
Try the latest update
Connect your portfolio today and experience research that understands your context. More updates are on the way as we continue building the most intelligent platform for investors.
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