Hey Sumo-lings! Quick rundown of what went live this month.

1. Upload your holdings from any broker We support 30+ direct broker connections, but not every account can be linked — and some of you would rather not link one at all. Now you can just export your positions and upload the file. CSV, TSV, TXT, and XLSX all work, the format is detected automatically, and you get a preview before anything imports. → My Portfolios

2. Custom instructions for every research agent You can now tell any agent what to focus on before it runs. "Focus on 1–4 week timeframes with strict stop levels." "Weight technicals over fundamentals." "Compare against sector peers first." Your instructions save as a template per agent, so you set it once and it sticks. → Research Agents

3. Chat history right in the sidebar InvestGPT now shows your conversation history next to the chat instead of on a separate page. Jump between threads, search past chats, start a new one — without losing your place. → InvestGPT

4. InvestGPT now has long-term memory The bigger one. InvestGPT carries context across conversations — your preferences, the names you follow, how you like answers framed. No more re-explaining your investing style at the start of every session.

📖 Full write-up with screenshots: What's New at Kavout — August 2026

Most of this came from requests in this community, so keep them coming. If something doesn't work the way you expect, or there's an agent behavior you want, drop it in the comments and we'll read every one.

Best,
Kavout team

Wall Street-grade research, built for the rest of us

Kavout puts professional-grade investment intelligence in the hands of everyday traders — no Bloomberg terminal, no $20K data subscription, no finance degree required.

At the core is InvestGPT, your personal AI research analyst. Ask anything in plain English:

● "Should I buy or sell NVDA at this level?"

● "What's the market sentiment on TSLA?"

● "Compare TSM and ASML on fundamentals."

Behind InvestGPT is a team of specialized financial research agents — they read earnings reports, parse SEC filings, track insider and Congressional trades, monitor analyst revisions, gauge real-time market sentiment, and synthesize technical signals across 30+ global markets. Work that used to take an analyst a full day, delivered to you in seconds — with a balanced bull-and-bear breakdown, not a one-sided pitch.

What sets Kavout apart:

● InvestGPT + research agents — buy/sell analysis, swing trade ideas, sentiment reads, earnings deep-dives, all conversational

● Proprietary AI models for stock ranking and scoring, trained on years of market data

● Smart Money tracking — insiders, Congress, billionaires, and analyst consensus, cross-validated in one view

● Portfolio Toolbox — institutional-grade portfolio optimization (MVO, HRP), factor investing, style analysis, and risk diagnosis

● 30+ global markets — US, Canada, UK, Europe, Australia, and Asia-Pacific

● My Portfolios (new) — link multiple brokerage accounts and finally see your entire investment picture in one place. No more switching between apps, no more mental math across accounts — Kavout pulls your holdings together into a single unified view and analyzes them as the portfolio they actually are, surfacing insights you'd never spot looking at each account in isolation.

Recently shipped, thanks to our community: expanded coverage to 30+ global markets, multi-account portfolio tracking with unified analysis, customizable Smart Alerts delivered straight to your inbox, and full support for 12+ output languages, so language is never the barrier between you and good research.

Coming next: dedicated agents for indexes and other asset classes, a mobile version, and a new wave of more advanced AI agents in active development.

The pros don't trade smarter because they're smarter. They trade smarter because they have analysts, data, and research behind every call. Now, so do you.

Alex Lu

Founder

Hi Sumo-lings!

We've been busy shipping — here's what's new since our last update.

🌏 4 New Southeast Asian Markets Are Live

Many of you told us: "Love the global expansion — now bring on Asia."

Kavout now covers Thailand, Malaysia, Indonesia, and Singapore, bringing our total to 25+ countries beyond the U.S. This is live inside Research Agents, InvestGPT, and Portfolio Toolbox — meaning you can run the same agent workflows you already love on Southeast Asian stocks.

Here are some popular tickers to try right away:

🇹🇭 Thailand (SET): DELTA (Delta Electronics), PTT (PTT PCL), AOT (Airports of Thailand)

🇲🇾 Malaysia (Bursa): 1155 (Malayan Banking), 5285 (YTL Power International), 6888 (Axiata Group Berhad)

🇮🇩 Indonesia (IDX): BBCA (Bank Central Asia), BBRI (Bank Rakyat Indonesia), TLKM (Telkom Indonesia)

🇸🇬 Singapore (SGX): D05 (DBS Group), O39 (OCBC Bank), C6L (Singapore Airlines)

Whether you're tracking Singapore's largest bank (DBS), Thailand's airport giant (AOT), the AI data center boom in Malaysia (YTL Power), or Indonesia's leading bank (BBCA) — Kavout has you covered.

🌙 Dark Mode

Your eyes will thank you. Dark Mode is now available — switch it on in your settings. Late-night research sessions just got a whole lot easier.

💾 Save Prompts for Reuse

Found a prompt that works great for your workflow? You can now save your favorite prompts and reuse them anytime. No more retyping — just pick your saved prompt and go. Perfect for those of you running the same analysis across multiple tickers or markets.

🔢 Credit Estimates Before You Run

No more guessing. Before you kick off any research, you'll now see the expected credits required upfront — so you can plan your analysis with full transparency.

What's Next

We're continuing to expand into more regions — South America and additional Asian markets are on the radar as we validate data quality. We're also working through your other top feature requests — more updates coming soon.

As always, everything above is fully available to all AppSumo tier users.

Your Feedback Matters — a Lot

This is still a beta release for international markets, and your reports help us improve fast. If you find any missing tickers, odd outputs, or have suggestions, please reach out to us at [email protected] — we'll investigate quickly.

Thank you for being part of this journey. 🚀

Happy investing,

The Kavout Team

Hi Sumo-lings!

One of the loudest requests we've heard from the AppSumo community is simple: "support non-U.S. markets."

Today, We are excited to share an early release — Kavout has expanded beyond the U.S. to now cover 20+ additional countries, including:

• 🇨🇦 Canada (TSX)
• 🇬🇧 United Kingdom (LSE)
• 🇪🇺 Europe (18+ exchanges including Euronext, Xetra, SIX Swiss Exchange)
• 🇦🇺 Australia (ASX)

Since launching on AppSumo just a month ago, your feedback has been loud and clear. Our team worked around the clock to make this happen — shipping about a month earlier than our original timeline — because we didn't want you to wait.

What can you do right now?

This release is live inside Research Agents + InvestGPT, so you can run the same agent workflows you already use (Swing Trade, Technical, Fundamentals, Buy/Sell, etc.) on many non-U.S. stocks and ETFs. More product areas will follow step-by-step.

From Canadian favorites like Air Canada, Dollarama, and Shoppers Drug Mart (Loblaw), to European giants like Nestlé, ASML, and L'Oréal, to Australian blue chips like BHP and Commonwealth Bank—plus popular ETFs like XIC.TO, VFV.TO, ISF.L, and VAS.AX.

What's next?

Many of you also asked for more regions — Asia, South America, and beyond. As we source and validate additional datasets, we plan to roll out more exchanges through February and March.

We've also been carefully reviewing all the other feature requests you've shared. Rest assured — your most-requested features are actively in development and will be rolling out in the coming weeks. Stay tuned!

As promised, this is fully available to all AppSumo tier users.

Your feedback matters — a lot.

This is a beta release, and your reports and edge cases help us tighten data validation, improve coverage, and polish the experience quickly. If you find any missing tickers or run into odd outputs, please reach out to us at [email protected] — we'll investigate quickly.

Thank you for pushing us to build something bigger. Let's go global together.

Happy investing,

The Kavout Team

Hi Sumo-lings! 🎄

Happy holidays from the Kavout team. I want to take a moment to thank the AppSumo community for the warm support—and especially the thoughtful, constructive feedback you’ve shared. Your questions, ideas, and enthusiasm are exactly what keeps us iterating fast and building a better product every week.

Over the past few days, we’ve received a ton of great comments and discussions. A bit of background: Kavout has a long history of building AI models and analytical tools for institutions, including some of the largest hedge funds. My partner, Dr. Li (Feifei Li), previously led investment strategies for multi-billion-dollar funds. But with the emergence of modern AI, we believe the kind of analytics and real-time insights that used to be “institution-only” can now become accessible and affordable for everyday investors and traders.

That belief is why Dr. Li and I started this journey about 12 months ago—to build a new suite of AI research agents that automate real-time financial analysis for U.S. stocks/ETFs, crypto/forex, with more markets and tools on the way. We’re reading every question and comment, and we’ll keep folding your feedback directly into our upcoming releases.

Wishing you and your family a wonderful holiday season. Thanks again for being part of this launch with us.

Happy holidays,

Alex

Co-Founder & Chief Product Engineer