Kova

Where does your investment plan live?

Most investors have a strategy. Few have a system to stay consistent with it. When the plan only lives in your head, it's easy to make exceptions — and exceptions compound. Kova is the system that keeps your portfolio honest, measured against what you declared, not what this week's volatility made you feel.

The loop

1. Declare your strategy. Allocation targets, rebalancing rules, sector constraints, conviction positions — written in plain language. Saved and versioned, so you can refine it over time and see what changed.

2. Send your portfolio. Through your agent, a file, or plain text. Kova enriches each position with live market data.

3. Read your brief. An alignment score, position-level drift, compliance against your own constraints, and a short list of concrete moves to close the gap.

4. Act, then loop back. Send the updated portfolio, get a fresh brief. The score moves as your portfolio moves into alignment with the plan you wrote.

Same saved strategy across Claude, Cursor, Codex, local MCP clients, scripts, and your own systems. The surface changes; the strategy standard stays the same.

Built for agents

Kova exposes 23 MCP tools covering strategies, versions, evaluations, briefs, portfolio simulations, assets, liabilities, and cash flows. Your agent calls them by name and figures out the rest.

A few examples of what you can ask:

• "Create a Kova strategy from these notes: long-term growth, 60/40 stocks/bonds, rebalance quarterly."
• "Check my Long-Term Growth strategy against my current portfolio."
• "Simulate 60% VTI / 40% BND without saving it."
• "Add my 401k as a tracked investment account."
• "Show what changed since version 3."

Three ways to connect:

• Remote MCP (Claude.ai connector): Add Kova once on Claude.ai using the connector URL, and it syncs to Claude Code and Claude Desktop automatically.

• Local MCP (CLI): For Codex and other MCP clients without hosted connectors. Install via Homebrew, authenticate, and register Kova as a local MCP server.

• REST API: Build against the same engine for scripts, dashboards, or your own agent integration.

• Full setup instructions for every surface: kovatools.com/agents

Not financial advice

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.

Get started

Start a 14-day trial at kovatools.com. Learn how to connect your agent at kovatools.com/agents.