Kento Routines: Automated Financial Research

Choose what to research, set the days and times, and decide where the result should arrive. Kento Routines turn recurring financial research into an automated workflow.

Every day, financial professionals repeat important tasks: selecting news, following companies, checking earnings, reviewing portfolios, tracking maturities and organizing the economic calendar. With a Routine, a professional defines the research once. Kento then runs it on schedule and delivers the result in Kento chat, by email, WhatsApp or Telegram.

From a one-off question to a recurring process

In an ordinary conversation, the user opens Kento, asks a question and receives an answer. With a Routine, the instruction is stored and Kento runs the research again according to the schedule.

For example: “Every business day at 7 a.m., select the most relevant news for the Brazilian market, highlight the assets mentioned, explain potential impacts and present today's economic calendar.” At the appointed time, Kento consults authorized tools and data, organizes the information and delivers a new briefing. The work follows the team's calendar without requiring another prompt.

More than a scheduled prompt

Each run combines an instruction, a schedule and the user's authorized context. Kento researches, gathers evidence, synthesizes the content, delivers the result and records the execution.

The team no longer has to rebuild the same research every day. It receives an analysis with a consistent objective, frequency and format.

Economatica intelligence in everyday work

Subject to the organization's contract and permissions, Routines can use Kento's assisted datasets and tools for news, macroeconomic data, company fundamentals, stocks and REIT-like funds, investment funds, fixed-income securities, prices and benchmarks, earnings calls, economic and corporate calendars, and authorized clients and portfolios.

Teams can also schedule thematic research on companies, sectors, indicators or issues they follow. The Economatica Platform remains the full environment for depth, historical data, filters and exports. Kento adds a productivity layer that turns enabled datasets into research and workflows.

Examples of Routines

Daily market briefing. Before the market opens, the team receives key news, companies in focus, relevant market moves and upcoming economic events. Kento selects and organizes the items while preserving their sources.

Earnings and conference calls. Kento can check which companies have reported and prepare summaries of results, guidance, risks, opportunities and important call remarks. A Routine can also compare periods and ask what changed since the previous release.

Funds and fixed income. A team can schedule fund comparisons or research on debentures, government bonds, CRIs and CRAs using predefined criteria. For example, every Monday Kento could compare monitored multi-asset funds and state the reference date of the performance and risk data.

Clients and portfolios. Advisers and consultants can refer to clients or portfolios they are authorized to access and request meeting briefings, maturity checks, concentration reviews or contact priorities. Mentioning a client never expands the professional's permissions.

Thematic research. A team can track inflation, oil, private credit, regulation or a sector each week, with a shared schedule and output format.

The information arrives in the chosen channel

Delivery is part of the Routine. The result does not remain hidden on a screen someone must remember to open.

Channels must be enabled and connected. The owner sets the instruction, frequency, times and destinations so the research reaches the right people when it is useful.

Productivity with governance

Every Routine runs within the user's and organization's context. Identity, permissions, tools, sources and channels remain in force. Kento records execution history and delivery status, showing what ran, when and where the result was sent.

Routines provide scheduled proactivity. They can periodically research “what changed?”, but they are not unrestricted monitoring of every event in real time. Users know what will be researched, when it will happen and where the result will arrive.

Less repetitive work, more time to decide

Routines reduce the effort of turning information into useful work. Teams gain consistency, speed and distribution capacity. Professionals remain responsible for analysis and decisions; Kento handles the repetitive work of researching, organizing and delivering.

Try Kento

Economatica Platform and Terminal customers can try Kento and create Routines with their existing credentials. New customers can explore Kento through a trial. Learn about Kento or request a trial.