FAQ

Questions, answered.

If something's missing, write us. This is a short list on purpose.

What Kova is

What is Kova? +
Where your investment plan lives. Defined, persisted, versioned. Send your holdings, get a brief. Your alignment score and the concrete steps to close the gap. Built for agents: any AI you work with can connect to it directly. Intention measured against reality, over time. That's where your own edge comes from.
Who is Kova for? +
Investors who want persistent rules and measurable discipline. Whether you manage one portfolio or several, Kova keeps your strategy anchored and your decisions comparable over time.
Is Kova financial advice? +
No. Kova mirrors your own logic. You define the strategy. It shows where your portfolio stands and what moves would restore alignment. It doesn't predict markets or manage money. Everything it tells you follows from the plan you wrote.

How it works

What's a strategy? +
Your investment rules, written in plain language, saved and versioned. The anchor for every evaluation. You write it once, refine it over time, and every brief measures your portfolio against it.
What's a brief? +
The output of an evaluation. An alignment score, drift analysis, and concrete moves to close the gap. Same format every time, so you can compare briefs over weeks or months.
What's an alignment score? +
A 0.0 to 1.0 measure of how closely your current holdings match the strategy you wrote. It is not a performance score, a market prediction, or a buy/sell signal. It is a drift signal. Each brief also includes a label: Strongly Aligned, Aligned, Partially Aligned, Drifting, or Off-Track, so you can track discipline over time.
How do I get my portfolio into Kova? +
No broker connection required. Paste your holdings, upload a screenshot, CSV, or PDF, forward a brokerage statement by email, or have an agent send the portfolio for you. Kova normalizes what you send, prices the positions, and returns the result in the same brief format every time. See how agents work.

Agents, CLI, API

Can I use Kova with Claude or other AI agents? +
Yes. You can connect Kova directly to Claude.ai, or use the CLI and MCP server with Claude Code, Cursor, Claude Desktop, and other MCP-compatible clients. Start with the Agents guide. If you want to build against Kova directly, see the API docs.
Can I use the CLI or API directly? +
Yes. Install the CLI with brew install kovatools/kova/kova, authenticate, and your agent can explore every command with kova --help. The REST API is available for scripts and custom integrations. Agents guide · API docs

Pricing & data

How does the 14-day trial work? +
  • Choose monthly or annual billing.
  • A card is required to start the 14-day trial.
  • You are not charged until the trial ends.
  • If you cancel before then, you will not be billed.
How much does Kova cost? +
Monthly and annual plans are available. Every plan starts with a 14-day trial. See pricing.
What happens if billing lapses? +
App and agent access pause until billing is active again. Your strategies, portfolios, and briefs are preserved — nothing is deleted.
Is my data safe? +
We treat financial data as sensitive. Kova only uses the information needed to evaluate your strategy and generate your brief. When you use Kova's AI workflows or connect an external agent, the relevant strategy and holdings data may be processed by those systems to return your result. You can also enable Privacy Mode to mask portfolio details in the UI. Read the Privacy Policy and Terms of Service.
Why not a spreadsheet or ChatGPT? +
A spreadsheet stores data. A one-off AI chat can reason with you in the moment. Neither gives you a persistent strategy, repeatable scoring, or continuity over time. The full argument.

Still have questions?

info@kovatools.com