Trade proposals.
Every morning.
Kimpton reads your portfolio and your mandate, then delivers trade proposals to your desk before the bell.
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02 / The rest of the desk
The work behind every proposal.
Research, reports, dashboards, charts, and skills — the same tools the AI reaches for, available to you directly. Same book. Same mandate. Same cited sources.
Analyst-grade research, cited to source.
Ask the kind of question you'd ask your best analyst at 6am — and get a writeup grounded in live filings, transcripts, options chains, and your holdings. Every claim is cited. Every number is traceable. No hallucinated companies, no fabricated facts.
The writeup your analyst never had time for.
Monthly performance, quarterly investor letters, position-by-position attribution, sector deep-dives — all drafted by Kimpton against your book and your mandate, ready to review and send. Every number reconciles to your holdings. Every claim is cited.
Bloomberg-quality views from a sentence.
Describe the dashboard — by theme, by sector, by event — and Kimpton assembles it. Radar comparisons, live price cards, rolling volatility, sector heatmaps, and news feeds. Widgets update themselves against your watchlist; layouts are yours to drag, rearrange, and share with the team.
Say what you want to see. Test what you want to trade.
Describe the chart in the language you'd use on the desk — ticker, timeframe, indicator — and Kimpton builds it. Ask the agent to backtest any strategy on the same chart. Win rate, return, and failure modes land in a prose writeup next to the candles.
Your process, codified.
Turn your weekly earnings review, your quarterly mandate check, your Fed-decision playbook into automation. Skills run on schedule or on events, and the outputs land in your inbox with the work already done.
03 / Connections
The data your terminal has, plus your own documents. FactSet, Massive, and Plaid form the backbone — every answer cited, every number traceable.
Request a demoThe inputs your terminal has. Without the terminal.
Market data
Fundamentals & estimates
Corporate intelligence
Documents
See it with
your book.
Schedule a 30-minute demo and see Kimpton cover your portfolio.
Request a demo