Kamba Analyst
Financial institutions spend billions on inefficient, manual data workflows. Analysts lose hours searching for the right data, backtesting requires weeks of engineering support, procurement cycles drag for months, and reporting is riddled with errors. These inefficiencies create compliance risk, wasted vendor spend, and missed alpha opportunities. Kamba Analyst solves these problems by acting as a 24/7 AI-native data assistant — automating sourcing, validation, strategy testing, procurement, reporting, and collaboration — making everyday workflows faster, smarter, and secure.
Kamba AI-native, agentic system combines with human thinking and judgment, to reduce months of complex data workflows into minutes.
The Analyst finds and connects to internal and external data sources, pairs them with advanced investment tools to unlocks deep insights for faster and better data decisions.
Benefits
Empower teams with 24/7 access to a highly skilled digital analyst
Save time with instant data discovery, analysis, and management
Enhance decision-making generating detailed reports in real-time using all connected data sources
Reduce costs by identifying underperforming or redundant datasets
Improve collaboration with compliant, traceable, and secure communications and data workflows
Kamba Analyst Use Cases
Smart Search: Query any dataset, catalog, or internal data lake using plain English prompts.
Data Quality Reports (DQR): Validate completeness, lineage, and anomalies with a single prompt.
Idea & Strategy Generation: Create trading strategies tailored to risk, asset class, and data/signals — ideal for idea generation, rebalancing, and alpha testing.
Instant Backtesting: Backtest datasets or signals in seconds instead of months — validate value before investing in new data.
Alerts: Triggered by real-time data changes to monitor strategy performance, detect anomalies, forecast risks, and surface new opportunities.
Data Insights: Answer complex business questions by retrieving, interpreting, and calculating metrics from connected structured and unstructured sources.
Reporting: Auto-generate NAV summaries, strategy reports, and compliance-ready views.
Procurement & Due Diligence Support: Streamline vendor evaluation, compliance reviews, contracting, and payments.
Pricing
Free
Price: $0/month
Best for: Individual analysts, PMs, and learners
- 25 credits/month
- Smart search & matching
- Investment idea generation
- Basic reports
- DQRs and backtest
- Strategy generation
- Access to Kamba open vendor catalog
- Team collaboration tools
Team
Price: $300/user/month
Best for: Teams needing AI-powered decision support
- 500 credits/month/user
- Includes everything in Free
- Saved queries & workflow scheduling
- Limited proprietary & internal data connectors
- Overage: $100 per additional 250 credits
Enterprise
Price: Custom
Best for: Large, multi-team deployments
- Custom credit allotments
- Dedicated AI agent instances
- Private cloud or on-prem deployment
- Internal integrations (e.g., Snowflake, S3)
- Standard SLAs, audit logs, and admin console
- Advanced role-based governance
- API access + developer tools
- Custom workflows + enterprise onboarding
Credit Usage Examples:
- 1 credit = Generate a report
- 3 credits = Run a DQR (Data Quality Review)
- 5 credits = Execute a backtest
- 3 credits = Generate an investment strategy
Credits are flexible and can be applied across all AI-powered features. Usage is tracked per user, with alerts available for approaching thresholds.

