Your entire portfolio, unified.
All your holdings, accounts, and strategies consolidated in one place — no more stitching together broker screens and spreadsheets.
Early Access Now Forming
Intelligence across your portfolio.
Monitor what you own. Analyze change. Act with confidence.
The unified intelligence layer for your portfolio. Daily briefings, risk analysis, AI research, and institutional analytics — all connected to your holdings, accounts, and investments.
Private early access opening soon. Access is limited.
One
portfolio context
Daily
morning brief
AI
analyst layer
A daily Morning Brief written for your portfolio.
Start every day with a Morning Brief that connects market movement to what you actually own — not generic market commentary.
AI research and risk analysis.
AI insight and context grounded in your actual portfolio — not generic answers. Ask questions, stress test scenarios, and understand what matters to your specific holdings.
Who It's For
Built for investors managing complexity across portfolios
KestrelFI is designed for investors and investment teams who need more than a brokerage dashboard, a spreadsheet, or generic market commentary.
Active investors
For investors who actively monitor positions, manage their own decisions, and want a clearer view across accounts, holdings, concentration, and change.
- See holdings and portfolio movement in one place
- Understand what changed and why it matters
- Use AI insight to support better trading and allocation decisions
Multi-strategy investors
For investors using equities, options, hedges, or multiple strategies to manage risk and opportunity across a more complex book.
- Track exposure across positions and strategies
- Understand concentration, correlations, Greeks, and scenario risk
- Pressure-test decisions before adjusting, hedging, or adding risk
Advisors, family offices, and fund-like teams
For RIAs, family offices, and small investment teams that need portfolio-aware intelligence across clients, accounts, strategies, or mandates.
- Monitor risk, drift, and meaningful changes across portfolios
- Translate market events into portfolio-specific implications
- Support research, client conversations, and decision workflows with AI-powered insight
Questions KestrelFI helps answer
What moved?
See the positions, sectors, and market signals driving portfolio performance.
Where am I exposed?
Understand concentration across holdings, accounts, sectors, factors, and strategies.
What changed?
Identify drift, threshold crossings, new correlations, and portfolio-level changes.
What should I do next?
Decide what to research, adjust, hedge, or ignore.
What Makes KestrelFI Different
Intelligence grounded in what you own.
Most tools show fragments: brokerage balances, market news, analyst reports, spreadsheets, charts, or AI answers that do not know what you own. KestrelFI connects the pieces.
Portfolio-aware
Insights are grounded in your actual holdings, exposures, and strategy.
Risk-first
The system is built to help you understand what could hurt you, not just what went up or down.
Workflow-based
Monitor, Analyze, and Act are connected in one system, so research and risk do not live in separate silos.
AI with context
Ask questions in plain English and get answers tied to your portfolio, not generic responses.
Built to scale
Start with visibility. Grow into deeper analytics, scenario testing, research ingestion, and institutional-style workflows.
Monitor. Analyze. Act.
KestrelFI is organized around the way investors actually work — bringing portfolio visibility, risk analytics, market context, and AI insight into one connected workflow.
Monitor
Track exposure, concentration, and change across your portfolio.
Portfolio View
See holdings, performance, exposures, and concentration across your book.
Morning Brief
Start the day with a portfolio-aware read on what changed, what matters, and what needs attention.
Market Pulse
Monitor market signals, economic data, sector movement, and portfolio-specific implications.
Analyze
Understand what moved and why it matters.
Risk Analytics
Analyze correlation, factor exposure, stress scenarios, downside sensitivity, and portfolio-level risk.
Change Detection
Identify meaningful shifts across your portfolio, including drift, threshold crossings, exposure changes, and new correlation patterns.
Research Workspace
Evaluate names, track theses, compare ideas, and understand how new positions fit into the existing book.
Act
Decide what to research, adjust, hedge, or ignore.
Ask KestrelFI
Ask portfolio-aware questions in plain English and get answers grounded in your holdings, risks, and market context.
Decision Support
Pressure-test decisions, review possible next steps, and understand the tradeoffs before taking action.
Watchlist Insights
Track names, themes, and risks that may matter to your portfolio over time.
Early Access Program
Join the KestrelFI Early Access Program
We are opening KestrelFI to a small group of early users who want better tools for risk, research, and decision-making.
6 months free access
Use early access at no cost during the early access period.
Direct product influence
Help shape the workflows, analytics, and AI capabilities that matter most.
Premium feature access
Test features that may later be included in higher-tier plans.
Early adopter pricing
Founding users may receive preferred pricing when paid plans launch.
Best fit for investors who:
- Manage a meaningful public equity portfolio
- Use multiple accounts, strategies, or watchlists
- Care about risk, concentration, hedging, or research process
- Are willing to provide feedback as the product develops
Pricing
Transparent pricing, launching after early access.
KestrelFI is currently free for approved early access users for 6 months. Paid plans are expected to launch after the early access period, with pricing based on portfolio complexity, analytics depth, and included KestrelFi AI usage.
Early access is currently free. Paid plans shown below are planned ranges.
Core
$15–$30/mo
For active investors who want one connected view of their portfolio, with core analytics and AI-powered insight to support better trading, allocation, and strategy decisions.
Plus
$50–$100/mo
For multi-strategy investors and small teams using options, hedges, scenarios, and deeper AI research to manage risk and opportunity.
Select
$150–$300/mo
For family offices, RIAs, and fund-like operators who need advanced analytics, modeling, research workflows, custom portfolio views, and higher-touch support.
Early Access
Free for 6 months
Early access to the product, premium feature testing, founder feedback session, and roadmap influence — for approved users.
KestrelFi AI usage credits will vary by plan. Additional KestrelFi AI research credits will be available in-product for deeper research, expanded analysis, or heavier AI usage.
Need portfolio intelligence for clients, advisors, or investment teams?
White-label and client-facing solutions will be available for RIAs, family offices, and funds. Explore solutions →
Stop managing your portfolio in fragments.
Your brokerage accountshows what you own.
Market newstells you what happened.
Spreadsheetstrack pieces of the picture.
Generic AIgives generic answers.
KestrelFI brings the workflow together.
Monitor your portfolio. Analyze your risk. Act with context.