From Launch to Liftoff: 12 Months of AI Agents for Everyday Investors and Traders

As we close out 2025, we want to take a moment to reflect on an incredible year of innovation at Kavout and share our vision for what's ahead. When we started this journey, we had a simple but ambitious goal: make smart investment decisions accessible to everyone through AI.

Between us, we bring over 40 years of combined experience in AI, machine learning, and institutional investing—from building AI at tech giants to managing $100B+ in assets.

We've seen firsthand how institutional investors leverage sophisticated tools, real-time data, and quantitative models to gain an edge. Meanwhile, retail investors often struggle to keep up—juggling multiple platforms, wrestling with conflicting signals, and spending hours on research that could be automated.

We built Kavout to change that.

The Turning Point: Agentic AI Opens New Possibilities

When Dr. Li joined Kavout, we saw an opportunity that couldn't be ignored. The emergence of new AI capabilities—particularly agentic AI and multi-agent systems—fundamentally changed what was possible for retail investors.

For years, we had built quantitative tools primarily for institutional clients. But with these new AI agent technologies, we realized we could finally deliver institutional-grade analysis to individual investors in a way that was both powerful and accessible. AI agents could autonomously research stocks, analyze complex data, weigh conflicting signals, and present clear recommendations—all without requiring users to be quant experts.

Twelve months ago, we launched a product we'd been incubating internally: the current version of Kavout, built specifically to empower retail investors with institutional-grade AI tools. What followed was one of the most intensive product development periods we've ever experienced.

2025: A Year of Rapid Innovation

Twelve months. Eight AI agents. One mission: make investing smarter and faster.

We launched InvestGPT so you could ask questions in plain English. Built specialized agents for every type of analysis you need. Added Smart Money tracking so you see what insiders, Congress, and legendary investors are doing. Extended coverage to commodities, global markets, and beyond.

The Result: A Complete AI Investment Platform

Today, Kavout offers:

• 8 specialized AI Research Agents across trading, investing, market outlook, and commodities
• Multi-asset coverage: stocks, ETFs, crypto, forex, and commodity futures
• Smart Money tracking: insider trades, Congress trades, analyst ratings, legendary investors
• AI Stock Picker: Discover opportunities based on value, momentum, growth, and quality
• Portfolio Toolbox: Factor tools for smarter portfolios
• Real-time signals: 100+ technical, fundamental, and sentiment indicators

Everything in one place. No spreadsheets, no confusion, just answers.

Looking Ahead to 2026: Continuing Our Mission

We're more committed than ever to democratizing market analysis. Here's what's coming:

Invest Globally, In Your Language

In 2026, you'll be able to analyze stocks from the UK, Europe, Asia, and emerging markets—not just U.S. companies. Even better: our AI will explain everything in your native language, so you're never translating financial jargon or missing nuances. Opportunity is global. Your tools should be too.

Advanced Analysis Agents

We're building advanced agents for deeper analysis: dissecting earnings reports to spot what analysts miss, running sophisticated portfolio analytics to uncover hidden correlations, and automating the complex research that separates winning strategies from mediocre ones. Not simpler tools—smarter ones.

Smarter AI, Better Answers

We're constantly improving our AI with more data and better technology. What that means for you: clearer insights, fewer conflicting signals, and more confidence in your decisions.

AI Agents in Your Pocket

Mobile apps are coming in 2026. Take our AI agents with you—whether you're commuting, traveling, or just prefer your phone. Your investment research, simplified and always accessible.

Our Commitment to You

The market moves fast. You don't have time to wrestle with signals that never line up or spend hours on research that could be automated. Our mission remains crystal clear:

Make smart investment decisions with AI.

Stop guessing: Get clear insights when the market sends mixed signals

Save hours: AI does the research you'd spend all day on

Invest smarter: Make decisions backed by institutional-grade analysis

We launched these AI agents because everyday investors deserve access to the same sophisticated analysis that institutional traders use. We believe AI should augment human judgment, not replace it. We believe transparency and clarity matter more than flashy predictions.

Most importantly, we believe you shouldn't need a six-figure salary or a Bloomberg terminal to make informed investment decisions.

Thank You

To everyone who's joined us on this journey—thank you. Your feedback shapes every feature we build. Your success stories motivate us to push harder. Your trust in our platform drives us to maintain the highest standards of accuracy and reliability.

2025 was just the beginning. We have ambitious plans for 2026, and we're excited to build the future of AI-powered investing together.

Here's to smarter decisions, better returns, and continued innovation.

Happy New Year!

—Alex Lu and Dr. Feifei Li

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About the Authors

Alex Lu - Co-Founder of Kavout. 20+ years in AI/ML. Former SVP at JLL Technologies, CTO of a public FinTech. Ex-Google, Microsoft, Baidu.

Dr. Feifei Li - Co-Founder & Chief Investment Officer of Kavout. Former CIO of Equities at Research Affiliates, managing $100B+ in assets.