Real portfolio context
The product starts from what the investor actually owns, not an abstract watchlist.
About KestrelFi
We are building the portfolio context layer for serious investors.
The portfolio workflow is still split across broker dashboards, spreadsheets, market data tools, and generic AI. KestrelFi brings the full book, the daily brief, risk analytics, and AI research into one product-native context.
Risk before narrative
Stress scenarios, correlations, and exposure context make the AI layer more grounded.
Agent-first direction
The long-term vision is a portfolio system that both people and AI agents can reason over.
Follow the build as access opens.
Join the waitlist and test the current onboarding flow while the new marketing site rolls out.