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?