Questions on features and rates

Question

Hello, what are these features, how do they work and who (typically) needs these features for what purposes:
1. Factor portfolio builder
2. Factor analysis for portfolio
3. Portfolio optimization

For an average retail investor, how many credits does one typically need:
1. at the start when building a portfolio
2. on a day-to-day basis when optimizing and reviewing portfolio

How are credits used up and at what rate?
How much do extra credits cost?

Oh, and are funds from this platform included: https://secure.fundsupermart.com/fsmone/home

Thank you!

Kai_Kavout · Answer

Hello callie.qyu\u000a\u000aFactor Portfolio Builder helps you build a portfolio by choosing factor goals (Value/Quality/Growth/Momentum) and generating candidates + weights. Factor Analysis helps you diagnose what you already hold (your factor exposures + key portfolio stats). Portfolio Optimization helps you adjust weights to improve risk/return under constraints.\u000a\u000aCredits are mainly consumed by AI Research Agents / InvestGPT (deep analysis runs). Portfolio Toolbox/Smart Money/AI Stock Picker/Watchlist/Market Movers features themselves typically don’t consume credits, but your credit usage depends on how often you run agents to research tickers (more research runs \u003D more credits). Extra credits can be topped up anytime here: https://www.kavout.com/add\u002Dcredits.\u000a\u000aFSMOne itself isn’t directly integrated as a broker/platform. If the fund has a public ticker/ISIN we can usually analyze it.\u000a\u000aThanks,\u000aKai

Kai_Kavout · Answer

Hello callie.qyu\u000a\u000aFactor Portfolio Builder helps you build a portfolio by choosing factor goals (Value/Quality/Growth/Momentum) and generating candidates + weights. Factor Analysis helps you diagnose what you already hold (your factor exposures + key portfolio stats). Portfolio Optimization helps you adjust weights to improve risk/return under constraints.\u000a\u000aCredits are mainly consumed by AI Research Agents / InvestGPT (deep analysis runs). Portfolio Toolbox features themselves typically don’t consume many credits, but your credit usage depends on how often you run agents to research tickers (more research runs \u003D more credits). Extra credits can be topped up anytime here: https://www.kavout.com/add\u002Dcredits\u000a (system uses monthly quota first\u003B purchased credits roll over for 90 days).\u000a\u000aFSMOne itself isn’t directly integrated as a broker/platform. If the fund has a public ticker/ISIN we can usually analyze it—share one example and we’ll confirm the best identifier to use.\u000a\u000aAlso please check out this guide for more info: \u000ahttps://www.kavout.com/academy/portfolio\u002Dtoolbox\u000ahttps://www.kavout.com/academy/quick\u002Dguide\u000a\u000aBest,\u000aKai

callie.qyu · Answer

Thanks for your reply Kai. I\u0027m trying to see how I can use this app in my research. I\u0027m based in Singapore so I\u0027ve tried to analyze funds from say, LionGlobal (https://secure.fundsupermart.com/fsmone/funds/factsheet/370043/LionGlobal\u002DAsia\u002DPacific\u002DSGD) but I couldn\u0027t find it in Kavout. Is Kavout suitable for Singapore based users?

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