MiniApps
Financial workflow use cases
Focused tools for research, portfolio review, risk, diligence, and investment analysis. MiniApps organize information and decisions; they do not process payments or execute trades.
The boundary
A MiniApp may calculate, compare, collect, review, and visualize. It may not create checkout sessions, move money, place orders, or custody assets.
Quant researcher
- Hypothesis intake with universe, signal, rebalance, costs, benchmark, and rejection rule
- Evidence library with citations, paper roles, and explicit limitations
- Study pipeline from research through data, backtest, checks, and review
- Backtest review dashboard with benchmark and sensitivity context
Portfolio manager
- Investment mandate intake
- Portfolio review dashboard with exposures and as-of timestamps
- Explainable risk-tolerance assessment
- Investment committee decision flow
Risk analyst
- Risk exception and remediation tracker
- Control assessment with visible scoring assumptions
- Model-documentation and evidence portal
- Approval, correction, deferral, and rejection queue
Investment analyst
- Valuation and scenario calculator
- Due-diligence evidence portal
- Investment memo generator with counterarguments and risks
- Real-estate investment affordability model
Prompts to start with
Describe the research outcome, review state, and evidence you need.
Try saying to Kai
- ›Build a hypothesis intake that requires a benchmark, transaction-cost assumption, and rejection rule.
- ›Create a study review dashboard with benchmark, temporal split, sensitivity results, and limitations.
- ›Build an investment memo workflow with thesis, evidence, counterarguments, risks, and committee decision.
- ›Create a risk exception tracker with owner, severity, remediation date, and reviewer approval.
What stays outside MiniApps
Payments and execution
Checkout, invoicing, transfers, brokerage orders, and any other money movement remain separate systems. MiniApps can display imported status or analytical results, but cannot initiate those actions.