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Konsyra is an AI-native platform that helps investment professionals supplement their Know Your Product (KYP) process for stocks, ETFs, and mutual funds.

Konsyra currently covers: (1) stocks within the S&P 500, NASDAQ, and S&P/TSX Composite indices, (2) top Canadian ETFs, and (3) thousands of Canadian mutual funds. We are continuously expanding our coverage universe.

KYP reports that include: company overview and business description, industry and sector context, key financial metrics, risk factors, peer comparison analysis, investment thesis considerations, and source citations. The exact sections may vary by security type.

Konsyra relies on a variety of public sources to generate its KYP reports, including: (1) regulatory filings such as 10-Ks and 10-Qs, (2) earnings call transcripts from companies, (3) fund facts documents for ETFs and mutual funds, and (4) other public sources. We are continuously working to expand our sources and improve the accuracy of our reports.

Pro plan users can export their KYP reports in DOCX format, add their firm logo to reports (white-labeling), and include custom disclaimer text.

Yes. Konsyra reports are downloadable in DOCX format and intended as a starting point for your due diligence. You should review all content, make edits as needed, and ensure accuracy before using the report for any purpose. The AI provides a foundation; your professional judgment completes it.

Each time a user generates a KYP report for a stock, ETF, or mutual fund it counts as one report towards their monthly allowance. Viewing an existing report or exporting it multiple times does not consume additional reports.

A batch job lets you process up to 10 companies at once (Pro plan). Each company in the batch generates its own KYP report. Pro users can run up to 3 batch jobs per month, which are counted separately from the individual report allowances. Batch processing is useful for efficiently analyzing peer groups or portfolio holdings.

We source data from public company filings, financial databases, and market data providers.

Yes. While Konsyra automatically selects relevant peers, when generating a report, you can always specify which peer securities to include in the comparison analysis.

Yes. Pro plan users can upload their firm logo to appear in the header of all exported reports. You can also add a custom disclaimer that appears alongside Konsyra's standard disclaimer.

Yes. All past generated KYP reports are saved to your account and accessible from your dashboard. You can view, export, or reference past reports at any time.

Konsyra generates investment summaries that mirror information often used in KYP workflows. Generated summaries are designed to support users as a starting point. However, final KYP determinations remain the responsibility of the user and their firm. Konsyra use is not intended to replace advisor judgment, make compliance determinations or satisfy regulatory requirements in isolation.

Know Your Product (KYP) is a regulatory requirement that obligates Approved Persons (advisors) to understand the structure, features, risks, and costs of any security they recommend. This understanding must be documented and is essential for making suitable recommendations. KYP works alongside Know Your Client (KYC) to ensure recommendations are appropriate for each client.

No. Konsyra is a productivity tool that helps you document your product understanding more efficiently. Your regulatory obligation to understand products, assess suitability, and maintain appropriate records remains entirely yours. Think of Konsyra as a research assistant, not a compliance officer.

Konsyra provides summaries to accelerate your due diligence. The reports are not certified as compliant with any specific regulatory requirement. Advisors remain responsible for reviewing content, ensuring accuracy, supplementing with additional research as needed, and confirming reports meet their firm's compliance standards.

We recommend: (1) generate a Konsyra report as a starting point, (2) review and verify all information against primary sources, (3) add your own analysis and product-/client-specific context, and (4) maintain the final documentation per your firm's recordkeeping policies.

KYP obligations also apply for securities an advisor may have not initially recommended. If a client transfers in a holding or directs the purchase of a security, the advisor must still understand the product. Konsyra can help with developing that understanding.

No. Konsyra does not provide investment advice or recommendations.

Your monthly report allowance resets on the anniversary of your subscription start date (or account creation for Free plans). Unused reports do not roll over to the next month.

All plans are monthly with no long-term commitment. You can cancel anytime from your account settings. Your Pro access continues until the end of your current billing period.

Canceling a paid subscription takes effect on the next billing cycle. Remaining usage under the current billing cycle will not be refunded and will be available until the end of the exisitng billing cycle.

We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe. All payments are processed in Canadian dollars (CAD).

Navigate to Settings > Billing in your account dashboard. You can update your credit card, view billing history, and manage your subscription from there.

Yes. You'll receive an email receipt for each payment. You can also download invoices from the billing section of your account settings for expense reporting or tax purposes.

Navigate to Settings > Account in your dashboard. You can update your email address there. You'll need to verify the new email address before the change takes effect.

Click "Forgot Password" on the login page and enter your email address. You'll receive a password reset link. If you're already logged in, you can change your password in Settings > Account.

Contact support@konsyra.com to request account deletion. We'll verify your identity and process the deletion within 30 days. Note that some data may be retained for legal or compliance purposes as described in our Privacy Policy.

Yes. You can export individual reports at any time in DOCX format.

Yes. All data is encrypted in transit (TLS) and at rest. Your primary data is hosted in Canada through Supabase with row-level security policies, and our infrastructure is protected by Cloudflare with security headers and rate limiting. See our Privacy Policy for full details on our security practices.

No. Your report inputs and generated content are not used to train AI models. Your data is processed solely to generate your reports and is not used to improve or train any AI systems.

Check your spam/junk folder first. Add support@konsyra.com to your contacts or safe sender list. If using a corporate email, your IT department may need to whitelist our domain. Contact support if you still don't receive expected emails.

We appreciate your feedback! See the green megaphone icon in the bottom right to provide any feedback. For email support, contact support@konsyra.com with a description of the issue, steps to reproduce it, and any screenshots if applicable. Feature requests are also welcome through the same channels.