KaidayDocs
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  • Overview
  • Why solo wins now
  • Getting started
  • Concepts
  • What Kai can do
Setup guides
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Platform
  • Workspaces
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  • Control & governance
MiniApps
  • What MiniApps are
  • Templates
  • MiniApp SDK
  • Use cases by persona
Use cases
  • Common workflows

Use cases

Financial research workflows

Kaiday helps financial teams move from a testable idea to evidence, reproducible analysis, review, and an auditable decision.

Research an investment idea

Start with a falsifiable hypothesis. Kai can find primary evidence, define the universe and benchmark, select usable data, run an exploratory backtest, expose limitations, and prepare the result for human review.

Try saying to Kai
  • ›Test whether post-earnings drift persists in European large caps after realistic costs.
  • ›Find primary research on time-series momentum, then run a simple benchmarked study on the data we have.
  • ›Rerun the prior study with a temporal holdout and show where the result is unstable.

Review evidence and methodology

  • Collect papers and mark each source as supporting, contradicting, methodological, or contextual.
  • Record missing point-in-time data, survivorship risk, and inaccessible evidence as visible limitations.
  • Compare the signal against a baseline, benchmark, costs, temporal split, and a small sensitivity grid.
  • Record approve, correct, defer, or discard without calling an exploratory result validated.

Build financial workflow apps

MiniApps are useful for structured intake, evidence review, dashboards, assessment, and approval queues. They do not process payments, move money, or execute trades.

Financial MiniApps

Research, portfolio, risk, and diligence examples.

Templates

Code-backed starting points for financial workflows.

SDK boundary

The data, identity, files, email, and secrets available to hosted apps.

Decision boundary

Analysis is not execution
Kaiday can calculate, backtest, compare, document, and prepare a decision. A human remains responsible for validation and any action in an external brokerage, payment, custody, or accounting system.

Good requests

  • Compare two datasets and flag mismatched instruments or timestamps.
  • Build a review dashboard for completed studies.
  • Generate an investment memo from approved evidence.
  • Track model-risk exceptions and remediation status.
ConceptsMiniApps