Kimi Work for Financial Analysts: 3 Investment Research Workflows with Kimi K3

Summary
Rachel from the Kimi Global Team presents Kimi Work for finance and investment research, demonstrating how the platform handles daily investor workflows. The video covers three key use cases: creating a live interactive market dashboard with automatic morning briefs, updating spreadsheet financial models from newly released earnings data, and batch-analyzing dozens of industry research reports into a unified investment report.

What is shown

• [00:30] – Installing the “Public Market Investing” plugin inside Kimi Work, which integrates financial data sources such as S&P Global and Wind.
• [00:57] – Typing / to invoke the Public Market Investing plugin and entering a detailed prompt to generate a custom live investment dashboard tailored to portfolio holdings and coverage universe.
• [01:13] – The resulting multi-widget live terminal dashboard (“Global Markets Daily: Fund Manager Edition”), displaying interactive world index maps, interest rates, commodities, sector heatmaps, candlestick charts, news feeds, and an option to convert it into a morning brief email.
• [01:56] – Dragging an existing financial model spreadsheet (Company A - Financial_Model_20260819.xlsx) into Kimi Work and issuing a prompt to update it using 2025 actuals from official disclosures.
• [02:07] – The updated spreadsheet showing DCF calculations, revenue, margin projections, and flagged deviations above or below consensus.
• [02:24] – Uploading an entire workspace folder containing 54 PDF research reports on the compute cloud industry chain.
• [02:30] – Kimi Work synthesizing the 54 reports into a multi-page executive investment report (“The Compute Supercycle: Cloud, Hyperscalers & the Neocloud Fringe”) with scorecards and company-level positioning tables.

Claims & numbers

• The presenter states that Kimi Work can build reusable dashboards connecting professional data sources (including S&P Global, Wind, and official datasets) with an analyst’s holdings and coverage universe.
• The presenter claims Kimi can handle “hundreds or even thousands of data points across the model” when updating financial spreadsheets, while highlighting figures that come in above or below consensus.
• The presenter demonstrates batch-processing 54 research reports simultaneously to synthesize key themes and quantify impacts across covered companies.

Notable quotes

• “Today we’re gonna talk about Kimi Work for finance. For investors, your day typically starts with morning brief.” [00:10]
• “Kimi can handle hundreds or even thousands of data points across the model, including revenue, margins, and other operating metrics.” [02:04]
• “Give the heavy lifting to Kimi, while you stay focused on the investment decisions that matter.” [02:37]

Assessment
This is an official product walkthrough and workflow demonstration from Moonshot AI’s Kimi team. While the end-to-end user experience and UI interactions are shown in real software interfaces (displaying Kimi K3 model selectors), the multi-widget dashboards and batch-synthesized PDF reports are polished, pre-computed demonstration outputs designed to showcase product capabilities.

Described by gemini-3.8-flash on 2026-10-12 from the video’s audio and frames.