If You Know Restomods, You Know Kilby
Kilby enhances Anthropic's Claude models by way of proprietary tools, software, and Investment Management domain expertise. Kilby is a unique, AI-first platform within the Investment industry.
If you know GUNTHER WERKS, Singer or Tuthill, you know Kilby. Kilby does for Anthropic’s Claude family of models what those restomod firms do for Porsche. Kilby optimizes Sonnet 5 and Opus 4.8 for the Investment Management industry through the application of our proprietary tooling, advanced memory techniques, and industry specific workflows. Kilby is truly unique within the Investment Management industry.
We built Kilby such that it is ultra personal and ultra private. Kilby learns the context of your work based upon your ticker watchlist, your queries, and advanced memory techniques. Kilby stores a record of the query, but not the content of the user’s prompt. We track model usage at the prompt level so that users have maximum transparency into usage and usage-related fees with the security of not having their prompts bleed into the public domain.
As Kilby gets to know you, it will surface ideas, reminders, and opportunities, whether you are a Portfolio Manager, Equity Trader, Research Analyst, I-Banker, or General Operating Executive. Different roles require different types of support - Kilby auto-customizes its support based upon the context of your role, which you help shape during the on-boarding process.
You may also shape how Kilby engages with you from how it responds (in-depth, concise, medium length), the tone of its responses, the sound of its voice and more.
Kilby will be the smartest colleague you ever had. No job is too big or too small.
Those NVIDIA (NVDA), filings, transcripts and personal notes you have been meaning to review? Upload the files to Kilby and run the “skuttlebutt” command, within minutes Kilby will synthesize all of the files into a cohesive debrief that you may share with your team.
That transcript you have been meaning to skim through? Upload it to Kilby and run the “debrief” command. Within 120 seconds Kilby will summarize and analyze the transcript, highlight bullish and bearish sentiment, call out areas of the call where management was evasive and offer suggestions of questions to follow-up with management on.
Have Kilby set price alerts on your watchlist.
You can ask Kilby anything - it does not have to be investment-related.
Here are some common Capital Markets use cases:
Market Data & Company Research
Stock quotes, fundamentals, financial statements
Company analysis and competitive positioning
Sector and industry comparisons
SEC filings (10-K, 10-Q, 8-K, proxy) via EDGAR
CEO and management background
Web Research
Real-time web search for news, events, current info
Fetch investor relations materials, earnings presentations
YouTube search for conference talks
Analysis & Computation
Python execution for financial modeling and data transformation
Spreadsheet creation and PDF table extraction
Chart generation
Scheduling & Alerts
Stock price alerts with customizable thresholds
Scheduled briefs and recurring jobs
Communication
Slack integration — read channels, post messages
Try Kilby today: https://agentkilby.com/
