I went TIER 3 because of the portfolio diagnosis and builder features. In my case, I support an investment club and friends and family, and this tool is helpful in evaluating the risks of unbalanced existing portfolio (e.g. checking a friend's retirement positions, etc.).

The agent research is helpful, but sometimes a bit less robust (output depth) than expected. Otherwise, it's concise nature makes for helpful decisions rather than confusion from treatises you won't read. Without showcasing sources and reasoning, it's hard for me to just trust is not hallucinating or pulling from more likely accessible older info.

I've already asked about the traceability of the outputs, and was told that it's under review. When I see 2025 listed in a research report (thus far, it was localized to research agent runs with the "buy-sell" agent), and we're in mid 2026, I'm concerned.

That's not an immediate concern for refunding, but we need clear commitment and results on the traceability front (e.g. download the agents' reasoning script and source pulls), because the key to making rational investment decisions is operating according to verifiable evidence.

Currently, trust is still the premium feature for LLM based products. Traceable research is that pipeline here. Without it, the user has to commit to either hesitating experiences every time, or additional research to confirm the agent research. Ultimately, my goal in requesting and expecting traceability is to harden the value and usability of the agentic research, removing any questions or doubt associated with it. As it stands, I would have to follow up and partner the outputs with deep research runs off platform to confirm the data is legit and current). Again, my only issue with 2025 figures was the buy-sell agent (multiple runs with different equities to prove), but the one issue led to concern about all the others.

As this kind of use of LLMs is for financial decision making and not a creative exercise in writing a blog post or generating a thumbnail image or editing a video for shorts cuts, it demands a bit more rigor in proving itself trustworthy.

As long as Kavout moves that direction (and continues its excellence on all other fronts), it will be a no-brainer investment decision-making support platform.

Note: The platform has really amazing features that I haven't addressed because they aren't what dominates my decision process. For others, however, those features alone are sufficient for a 5 taco rating. This is a platform I want to succeed and I think many sumolings would be benefited to own and immediately start using to evaluate their investment choices - or start investing more confidently.