Company intelligence
Financial history, official releases, prior expectations, and a clear view of what changed.
Research with memory
KOI Analyst
A ticker-scoped AI research companion that connects company history, KOI scoring, new releases, portfolio context, and ongoing discussion. Developed to support the 4Gs portfolio management process and its associated investment strategy.
Current reports are private and password-protected.
KOI scoring
Growth, quality, valuation, and sentiment with the evidence, confidence, and rationale behind each score.
Analyst and portfolio tools
Position context, performance, thesis, risks, and persistent ticker discussions grounded in the available evidence.
Available today
The research foundation is already running.
KOI already refreshes company scores, financial history, portfolio analytics, and reports for the 4Gs portfolios. The conversational analyst is the next layer being built on top of that research system.
View the latest dashboard