For Agentic Investors

Give your agents a strategy to answer to.

Use agents to research, reason, and work through the tools you authorize. Kova keeps your declared strategy persistent, measures each portfolio against it, and explains where alignment breaks. You keep control of the strategy and permissions. Kova never places a trade.

Start with your strategy See how it works
What is an Agentic Investor?
Off-Track Drifting Partially Aligned Strongly

Every brief lands on this scale.

declare · delegate · check · decide

How the alignment loop works.

The agent can change. Your declared strategy stays the standard.

1

Declare your strategy

Define your investment strategy in plain language. Include allocation targets, rebalancing rules, sector constraints, and anything else that defines your framework. Kova saves it, versions it, and keeps it persistent.

Strategy · Long-Term Growth Version 1 · saved
Persistent rules

Target mix

40% VOO / 30% QQQ / 20% IBIT / 10% Cash

Rebalance

Review beyond a 5% drift band

Constraint

No leverage on core holdings

2

Bring the portfolio

Your agent, a file, or a quick description can supply the current holdings. Kova normalizes the portfolio and enriches positions with live market data.

Portfolio input normalized for brief
Agent CSV Text API
Received holdings VOO, QQQ, IBIT, Cash, VOO 6/19 510C
Normalized 3 funds · 1 option · cash
Measured against Long-Term Growth
3

Check alignment

Kova returns a direct read on where the portfolio stands relative to your strategy. See the conflict, then review the tactical moves that would close the gap.

Brief · 01HX7K2M 2 min ago
Aligned · 82/100

Portfolio is broadly aligned with your Long-Term Growth framework. Position-level drift within acceptable bands; one covered-call expiry requires attention this week.

Position Target Current Drift
VOO40.0%41.2%+1.2%
QQQ30.0%28.8%-1.2%
IBIT20.0%22.4%+2.4%
Cash10.0%7.6%-2.4%

Compliance

✓ No position exceeds 20% concentration cap

✓ No leverage on core allocations

✓ Options limited to existing holdings

△ VOO 510c expires in 8 weeks — set rolling window

"RSI(14): IBIT 78. Elevated, but the strategy is unchanged."
↻

Decide or authorize, then loop

You decide what happens next or let an external agent act within permissions you already set. Execution occurs outside Kova. Send the updated portfolio for a fresh brief.

Loop · Long-Term Growth same saved strategy

Previous brief

Drifting · 48/100

6 days ago

Current brief

Aligned · 82/100

2 minutes ago · +34 points

Same loop from the web app, agents, CLI, or API. The surface changes; the strategy standard stays the same.

Go deeper

The parts behind the system.

For Agentic Investors

Delegate research and authorized work without delegating the strategy those actions answer to.

See who Kova is for

Why not a spreadsheet?

A spreadsheet stores data. A chat can reason. Kova keeps your strategy persistent.

Read the argument

Agents, CLI, and API

Bring the same saved strategy to ChatGPT, Claude, Cursor, local MCP clients, scripts, and your own systems.

See agent setup

Who built Kova

Built by Juan Pemberthy, an engineer and investor who wanted a persistent way to stay honest with a strategy.

About Kova

Start with your strategy.

Declare your first strategy. 14-day free trial.

Start with your strategy See agent setup

$49/mo · or $39/mo billed annually · 14-day trial · card required, not charged until trial ends