Kimpton AI (YC P26)

That thing $JPM built for themselves? Anyone can have it @KimptonAI … and it’s significantly better

It was awesome to be included in the first YC Launch Live of the batch last week. We demoed Kimpton AI (YC P26) trade proposals. With the context of a portfolio, a vault of internal research, firm-constructed Mandate.md and Strategy.md, we can deliver institutional-grade trades to portfolio managers. Don't even get me started on the rest of the platform. So much progress so quickly. It's only week four, but it feels like we just flew in to SF to have our 10 minute interview (yes, really) yesterday. Although time has flown by, one thing is clear to me: YC works.

@MikeFritzell 👋

I'm late to the party, but there are good reasons to switch to Claude, if you're in equity research:

You can now create and save model portfolios for reference in @KimptonAI

Kimpton now has control over charts. This a part of something bigger that we've slowly been building towards the past few months. Most investment research tools today are fragmented by features. Rigid by design, limited in flexibility. Building AI-native allows you to rethink how things used to be done. Companies should be building LESS features, not more. Instead of building them, they should be enabling their agent to have the tools at their disposal to "create the feature" itself. Embedding high-resolution charts are a small step in that direction. In @KimptonAI today, our agent can spin up dashboards, create a model portfolio, summon charts, generate institutional-quality reports, and more. Directly in the chat. There's a reason every smart company is switching to a chat infrastructure. It's not because humans want to read walls of text. It's because everything should be able to be executed right there, in natural language. Ideally, I don't have to click anywhere. That's the investment research platform I want to use.

Introducing Reports. Reports are AI-generated institutional research briefs that are detailed, precise, and structured. You can make fund tear sheets, morning briefings, investment committee memos, client reports, or due diligence packages. Instead of paying thousands of dollars for general-purpose research reports, @KimptonAI will go down the rabbit holes for you. I like to call a report a "structured thought." Well-thought out, intended for an audience, and an actionable output. Every report is backed by real market data, not hallucinated numbers. Analysis is not fetched from the internet, it is computed by Kimpton internally to give you the most up-to-date and accurate data transformations. Before, AI was your intern. Today, it's your trusted senior analyst.

What if TradingView had agents? As an emerging fund manager (and even before that) I spent so much time in TradingView. Having a constant understanding of where the markets were at all times was critical. It was the immersion that made the difference. As active portfolio managers, we are visual people. Having done this for 5+ years, I can visualize old charts in my head. If you show me one, and I've studied it before, I could tell you the asset and the time frame. I got tired of going back and forth from TradingView to @KimptonAI, so we created our own version of TradingView in Kimpton.

The legacy trading software complex is still teaching people shortcut keys and charging portfolio managers for "custom" displays. They call themselves "terminals" or "portfolio management systems" and charge managers thousands, or tens of thousands, of dollars per month to provide you with an interface that YOU have to provide data for. We hated that, so we built one that we could modify ourselves at anytime with natural language, fully equipped with market and portfolio data integration.

Try it for free today: kimpton.ai

Build a global markets dashboard from scratch in 90 seconds. This dashboard comprises of: - $SPY vs $EFA vs $EEM - $USD strength. - Oil, gold, and copper cross-asset correlations - Relevant news, computed statistics, and more. Behind the scenes, Kimpton pulls real-time price data across equities, currencies, and commodities, normalizes timeframes, calculates rolling correlations, and generates interactive widgets that are self-maintained. No terminal. No code. No stitching together five different tools. Just tell Kimpton what you want to see.

Taste and design matter so much today

Introducing Dashboards. Dashboards are a collection of AI-generated widgets on a flexible canvas that maintain themselves, indefinitely. Real-time data is critical to financial markets. When you create a visualization you review every morning before the open, it better maintain itself. Create one in seconds. Describe what you want to monitor. "Build me a Bridgewater All-Weather dashboard." Kimpton researches, computes, and assembles a live dashboard with metrics, charts, heatmaps, and news feeds. Drag to rearrange. Ask Kimpton to add, remove, or modify any widget in natural language. Every widget stays current. Price tiles update on every refresh. Comparison charts refresh automatically. News feeds pull the latest headlines. You build it once and it works forever. We're also upgrading to multi-agent orchestration. Haiku handles fast classification and routing while Sonnet powers deep research and computation. Dashboards build faster, research goes deeper, and the whole experience feels more responsive. We're excited to see what everyone creates with this powerful tool. Don't forget to share your findings! Available now --> link in the comments.

Maybe we'll add institutional-grade generative reports too...

Introducing Dashboards... tomorrow. Dashboards are a collection of AI-generated widgets on a flexible canvas that maintain themselves, infinitely. You can create dashboards, edit them directly, and trust that the data is maintained for you at all times. Real-time data is critical to financial markets. When you make a visualization that you review everyday, it better maintain itself. Not only this, but we're upgrading to multi-agent orchestration with Haiku and Sonnet - indisputably the best financial reasoning models on the market. The reason I'm telling you today versus launching tomorrow is because we are raising prices, but not for our early users. Early users provide us value in many ways. Feedback, loyalty, direct contributions. We are grateful for all of them. If you join @KimptonAI in the next 24 hours, the next 3 months will only be $50/m. That price will quadruple tomorrow. Right now, we are subsidizing users in many ways to pay them for their early adoption. I want to give everyone one last wave. Be a part of our movement. We aren't going anywhere and will not stop until you have exactly what you need. And yes, I will be reaching out to you directly for feedback (so be ready!).

The YC P26 batch starts next week Asset management is a new focus at @ycombinator, and I think it's for a very good reason Agents are finally good enough to make a serious difference in the life of the asset manager There are so many problems to solve Fragmented data/tools, expensive analysts, client/LP management, and, most importantly, underperformance The asset managers that accept the idea of agentic finance soon will outperform those who don't That's why we started @KimptonAI Internally, we like to call it the last trading terminal

@RoundtableSpace Connect your first brokerage account for FREE at kimpton.ai 2500+ brokerages via @Plaid Then ask away

PERPLEXITY COMPUTER NOW SUPPORTS PLAID POWERED PORTFOLIO INTEGRATION. So you can turn your investment portfolio into a fully personalized dashboard.

@AIishhy @morganlinton @Plaid @jeffgrimes9 Connect your first brokerage account for FREE at kimpton.ai 2500+ brokerages via Plaid Then ask anything

@morganlinton @Plaid @jeffgrimes9 We’re one step closer to 'ask your portfolio anything'

Perplexity just announced a partnership with @Plaid to allow people to bring their own investment portfolios into Perplexity Computer. Here’s the one and only @jeffgrimes9 announcing it.

We're hearing that a @Plaid portfolio integration with LLMs is a breakthrough. We're confused. It's existed for months on @KimptonAI.