Kimpton AI

Kimpton OS

The workspace where asset managers run AI agents across the firm, with every proposed trade evaluated.

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How firms use Kimpton OS.

Kimpton OS connects each team’s data and tools to agents that do the routine work. Hover or focus any seat to see how it uses Kimpton OS.

CIO and investment committeeLive dashboards of every pod’s research and open proposals.
Accounting and reconciliationAgents match holdings against custodian records, flag breaks, and prepare the close.
Marketing and salesAgents draft commentary, client reports, and follow-ups from approved sources.
OperationsScheduled workflows run on the firm’s data connectors, and every run can be audited.
ReportingExcel exports with live formulas and editable decks.
Investor relationsThe thesis, evidence, and outcome behind any position.
ComplianceTimestamped proposals and agent actions for every audit.
Fundamental equitiesAgents monitor earnings, filings, and transcripts across coverage.
Portfolio managerReviews each proposal and records a decision on it.
AnalystResearches across filings, transcripts, and connected data.
AnalystResearches across filings, transcripts, and connected data.
Macro and ratesScheduled runs turn data releases into live dashboards.
Portfolio managerReviews each proposal and records a decision on it.
AnalystResearches across filings, transcripts, and connected data.
AnalystResearches across filings, transcripts, and connected data.
Event drivenAgents re-check each deal and catalyst as new documents file.
Portfolio managerReviews each proposal and records a decision on it.
AnalystResearches across filings, transcripts, and connected data.
AnalystResearches across filings, transcripts, and connected data.
Kimpton OS
  • Mandates & research (Google Drive, Dropbox, Box, OneDrive, Notion, Snowflake, Slack, and Amazon S3)
  • Portfolio
  • Price history
  • Company fundamentals
  • Filings & transcripts
  • Tool permissions
  • Position limits
  • Sector index
  • Trading costs
  • Execution receipts

Task and criteria

Test a trading decision

Forecast whether Meridian will outperform its sector next session, then submit a paper trade within the position and turnover limits.

Position ≤ 5% · turnover ≤ 3% · positive net return

Agent A · proposal

Prediction

Will Meridian outperform its sector next session?

70%

Proposed trade

Increase Meridian to 3%

Paper buy: move from 1% to 3%, using 2% turnover.

Agent A · recorded before the outcome

Observed outcome

Meridian returned 2.0%; its sector returned 0.4%.

The paper trade finished with a positive return after costs and stayed within both exposure limits.

Agent A · scores

Prediction · Brier loss

0.09

(0.7 − 1)² · lower is better

Action · criteria met

3 / 3

Each check is backed by its outcome receipt.

Separate scores. No blended overall rank.

Inside Kimpton OS.

Research, dashboards, charts, documents, workflows, and trade proposals in one workspace. Your team makes every decision. Kimpton does not place trades.

What runs on Kimpton OS

Deep research

Agents read filings, transcripts, estimates, and prices, and return analyst-grade writeups with every number cited to its source.

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