Kortex runs AI analyst agents across SEC filings, live market data, insider and congressional trades, options chains and the positions you put in, then answers with a named strategy rather than a paragraph.
Institutional portfolios tracked
Ray DalioCIK 1350694
Jim SimonsCIK 1037389
Overdeck & SiegelCIK 1179392
Chase ColemanCIK 1167483
Dan LoebCIK 1040273
David EinhornCIK 1079114
Seth KlarmanCIK 1061768Ray DalioCIK 1350694Jim SimonsCIK 1037389Overdeck & SiegelCIK 1179392Chase ColemanCIK 1167483Dan LoebCIK 1040273David EinhornCIK 1079114Seth KlarmanCIK 1061768Every name they hold, covered
AAPL
MSFT
NVDA
AMZN
GOOGL
META
TSLA
AMD
AVGO
NFLX
JPM
V
WMT
CVX
LMT
CRM
UBER
COIN
PLTR
DISAAPLMSFTNVDAAMZNGOOGLMETATSLAAMDAVGONFLXJPMVWMTCVXLMTCRMUBERCOINPLTRDISEvery answer names the systems it read, the reasoning it ran, and how strong the evidence actually was.
Is NVDA gross margin expansion durable through FY27?
Pulling the last four 10-Qs for segment margin history
Checking inventory and purchase commitments against revenue
Cross-reading insider Form 4s for the same window
Margin gains are real but front-loaded. Data-center mix explains most of the expansion; the rest is pricing that competitors are already quoting against. Purchase commitments rose faster than revenue in the most recent quarter, which historically precedes a mix give-back.
Moderate. The mix argument is strong, the pricing argument is not
Illustrative agent run. Not a live quote and not investment advice.
Gainers, losers and unusual options activity, each stamped with the session it came from.
INTC$104.47+9.05%
ORCL$231.40+7.75%
GLW$165.96+7.56%
ENPH$38.83+6.76%AMD$505.74+5.90%TSLA$412.18−2.14%DIS$98.22−1.62%INTC$104.47+9.05%ORCL$231.40+7.75%GLW$165.96+7.56%ENPH$38.83+6.76%AMD$505.74+5.90%TSLA$412.18−2.14%DIS$98.22−1.62%Nine modelled options structures. The output names one and shows the assignment maths.
Sell calls against shares you own. Income, capped upside.
Consensus low, mean and high with the analyst count behind it, not one headline number.
NVDA38 analystsMarker is the last price against the consensus range.
Form 4s, 8-Ks and congressional disclosures, read as they arrive and matched to what you hold.
CEO sold 42,000Director bought 8,500House member bought $15K–$50KCFO sold 12,30010% owner bought 210,000Senator bought $1K–$15KCEO sold 42,000Director bought 8,500House member bought $15K–$50KCFO sold 12,30010% owner bought 210,000Senator bought $1K–$15KSample data. Live figures in the app.
Assignment risk, covered-call picking, cash-secured put scans, IV rank, earnings crush, the wheel. Not a chat window you have to teach what you are doing, but named tools that already know.
Start anywhere
Ask in plain language, or pick a skill that already knows the question.
Fifteen named skills
Assignment Risk Calc, Covered Call Picker, IV Rank Check, Best Wheel Stocks.
Every ticker, in depth
Candles, indicators and the analyst target range, then ask about what you see.
Congress and insiders
Disclosed trades with the amount band, the filing date, and how late it was filed.
Movers, with an as-of
Gainers, losers and most active, always stamped with the session they came from.
Unusual options activity
Contracts trading far above their open interest, ranked as they print.
Screens you can save
Build a filter once, re-run it whenever, and ask the agent about any row.
Two names, side by side
Valuation, growth and quality lined up so the difference is the point.
What the picks actually did
Every analyst call scored against the index, with the trade count behind it.
The week, before it happens
Who reports when, how many land each day, and which of them you already hold.
Five streams converge on every question you ask. Four stages run in order, and each one is inspectable: you can see what was assembled, which strategy it matched, and what the validation step checked before the answer reached you.
What goes in
What runs
And the output is a named strategy, not a paragraph.
quotes · fundamentals · optionsquotes · fundamentals · optionsEvery figure in a Kortex report carries the system it was read from and the moment it was read. Nothing is inferred from a summary of a summary.
Form 4s, 8-Ks and congressional disclosures land at all hours, on no schedule, in language written to be skimmed past. Kortex reads them as they arrive and tells you only when something touches what you own or watch.
Sold 42,000 shares NVDAChief Executive Officer2hBought 8,500 shares WMTDirector5hPurchase $15K–$50K JPMHouse · Financial Services1dSold 12,300 shares CRMChief Financial Officer1dBought 210,000 shares CVX10% Owner2dPurchase $1K–$15K LMTSenate · Armed Services3dSample data. Live figures in the app.
Chip suppliers guide higher on data-centre orders
Matched to three names you hold, and read against the capex line in the last 10-Q.
Congressional trades are public, and they are late. The filing window runs to 45 days, so by the time a disclosure lands the move is long finished. Kortex reads every periodic transaction report as it arrives and tells you how stale it already was.
Real disclosures from House and Senate periodic transaction reports, as filed. Portraits are official congressional photographs.
Jared MoskowitzD · FL · HousePurchaseAVGO$15K–$50K43d latetraded Oct 10, 2025
John BoozmanR · AR · SenatePurchaseMSFT$1K–$15K40d latetraded Mar 5, 2026
Angus S. KingI · ME · SenateSale (Full)META$1K–$15K39d latetraded Feb 13, 2026
Jonathan JacksonD · IL · HouseSale (Full)PLTR$15K–$50K38d latetraded Jan 16, 2026
Dwight EvansD · PA · HousePurchaseNVDA$1K–$15K28d latetraded Nov 21, 2025Kortex tracks a position through its whole cycle: the roll, the buy-back, the assignment, the cost basis that moved. The income you booked stays a number you can actually check, not a premium you collected once and lost track of.
Sample data. Live figures in the app.
AAPL +0.6%MSFT +0.9%TSLA −1.1%AMD +0.1%NVDA +2.4%META +0.2%GOOGL −0.5%AMZN +1.3%Sample data. Live figures in the app.
Screenshot your brokerage app and Kortex reads the positions straight off it. Or paste the export, or type a ticker. However it gets in, Kortex keeps watching it when you are not: concentration drift, earnings inside an options window, an insider selling into your thesis. You hear about it once, in plain language.
NVDA is now 23% of your portfolionowThree AAPL lots hit your price target14mMETA reports tomorrow, inside your options window1hKortex never touches your brokerage. It has no login to it, cannot place, change or cancel an order, and cannot move money. There is no trading path in the app.
Kortex is a research terminal for your phone. It runs AI analyst agents over SEC filings, live market data, insider and congressional trades, options chains and the holdings you put in, and hands back a structured report instead of a chat transcript.
A free one, created in the app in under a minute, with no card required. If you already have an account with us on the web, the same login signs you straight in: there is nothing to migrate and no second account to create.
Primary sources, not scraped summaries. Filings and financials come from SEC EDGAR; quotes, fundamentals and options data from Massive; congressional trades from House and Senate periodic transaction reports. Your holdings come from you. Every figure in a report carries the source it came from and the time it was read.
You put it in, three ways: photograph your brokerage app and Kortex reads the holdings off the image, paste a CSV export, or type a ticker and a share count. Kortex is never connected to your brokerage — it has no credentials for it, cannot place, modify or cancel an order, and cannot move money. There is no trading path in the app at all.
Nothing silently. During regular trading hours the app runs on live data. Outside them it runs on the daily close snapshot and says so. Every screen shows which mode it is in and how fresh the numbers are, because a price without an as-of time is not information.
No. Kortex structures research and shows its sources so you can judge it. It does not know your circumstances, it does not recommend trades, and a confidence figure on a report is a statement about the strength of the evidence, not a prediction about a price.
Free to start, no card required. Install Kortex, ask about any ticker, and get back a structured answer that names every source it read.
