Morning Brief
Open with a portfolio-aware read on market setup, overnight moves, and exposures that may matter today.
Product
One portfolio operating layer, four daily workflows.
KestrelFi brings the morning brief, portfolio view, risk work, and research layer into one product experience built around the portfolio you actually run.
AM
morning context
One
portfolio view
AI
research layer
Morning Brief
Start here with your morning brief.
Morning Brief turns the day into a portfolio-aware briefing: what moved, what matters, and which holdings or risks deserve attention before the market starts making decisions for you.
Market health
See market breadth, dispersion, rates, credit, and regime signals without turning the first hour into data assembly.
Top movers in context
Separate interesting market action from movement that actually changes the portfolio conversation.
Portfolio
See your entire portfolio in one place.
KestrelFi turns scattered accounts into one live portfolio view so you can understand exposure, concentration, holdings, and account context without rebuilding the book by hand.
Aggregate accounts
Bring multiple brokerage accounts into one portfolio view so totals, holdings, and exposures stop living in separate tabs.
Keep account context
Move between the consolidated book and the underlying account detail without losing the bigger picture.
Start every workflow here
Risk, research, morning briefings, and AI analysis all inherit the same portfolio context.
Risk
Stress test before the next correction.
KestrelFi helps you see the risks that hide inside a diversified-looking book: scenario losses, correlation clusters, volatility pressure, and portfolio sensitivity.
Stress scenarios
Run market crash, rate, and rotation scenarios against current holdings to see plausible downside before it arrives.
Hidden correlations
Find names and exposures that may move together even when the portfolio looks diversified on the surface.
Risk in plain English
Translate scenario and correlation output into the decisions investors actually need to make.
Research Hub
Chat with your portfolio. Model the next trade in context.
Research Hub brings AI, company work, screening, and trade modeling into the same environment as the live portfolio, so every question starts with the right context.
AI Portfolio Analyst
Ask questions about exposures, holdings, risks, and tradeoffs in plain English without re-explaining the portfolio.
Research in context
Screen and investigate companies while staying connected to positions and portfolio-level consequences.
Model before acting
Test new trades alongside current holdings so ideas are evaluated against the book, not in isolation.
Start with the portfolio. Move through the day with context.
Join the waitlist and test the current onboarding path while the public KestrelFi marketing frontend continues to sharpen.