Kimpton — AI Built for the Buy Side

Investment work rarely fits inside one answer. You need a dashboard to monitor the thesis, a watchlist to track the names, a portfolio view to understand exposure, and a trade proposal when the research turns actionable.

This update brings two major workflows together: AI-generated dashboards and trade proposals. Kimpton can now help create a live research surface, then connect that surface to the decision-making workflow that follows.

What's New

Interactive dashboard grid with drag, resize, edit, and save behavior
Dashboard agent that can add, update, and remove widgets
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

Why This Matters

Most dashboards are either static templates or manual BI projects. Most trade proposals are disconnected documents. Kimpton connects the two. You can ask for the dashboard you need, keep it live, and use it as the basis for a proposal.

The goal is to turn research from a conversation into an operating surface: something you can monitor, revise, share, and act on.

AI Dashboards

Dashboards now live in a dedicated grid system with typed widgets and persistent layouts. Start from a template or describe what you want in natural language. Kimpton builds the dashboard, places widgets intelligently, and keeps the result editable.

Kimpton dashboard grid with live market widgets — Dashboards can be generated, edited, and expanded with natural language

Line, bar, pie, metric, table, holdings, news, and AI chart widgets
Drag-and-drop layout editing
Widget settings for display and data-source controls
Template picker and dashboard list page
Natural-language creation from the dashboard agent

Try asking

“Build me a dashboard for AI infrastructure stocks”
“Track my portfolio exposure to semiconductors and rates”
“Create a macro dashboard with yields, dollar, gold, oil, and equity indices”
“Add a custom watchlist for @AAPL, @MSFT, @NVDA, and @AVGO”

Trade Proposals

Trade proposals now sit closer to the portfolio and dashboard workflows. Kimpton can use portfolio snapshots, supporting research, and chart evidence to help frame the case for a potential trade.

Kimpton trade proposal workflow with supporting investment evidence — Trade proposals connect research, portfolio context, and evidence into one workflow

Portfolio snapshot context
Original portfolio UI for proposal review
P&L tracking with market-hours-aware updates
Per-position lifecycle handling
Repair and sync tooling for proposal data

Computed Charts

Dashboards can also hold outputs that Kimpton computes, including Monte Carlo simulations and agent-generated chart widgets. This makes dashboards useful for forward-looking analysis, not just passive monitoring.

Kimpton dashboard output widget for generated analysis — Computed widgets let dashboards hold generated analysis, not just static market data

Try the latest update

Start for free at kimpton.ai

Ask Kimpton to build a dashboard around a thesis, then turn the highest-conviction insight into a trade proposal.

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