Kortex keeps each company’s filings, call transcripts, notes and AI research in its own Gemini Notebook, so every answer cites a document you can check.
100,000+ users, rated 4.5 in 410 Chrome Web Store ratings.
Financial analysts, investors and advisors use Kortex, a Chrome extension for Gemini Notebook (formerly NotebookLM), to keep one notebook per company or theme with its filings, earnings call transcripts and saved AI research, and to ask questions answered with citations. They follow their firm’s client-data and record-keeping policies, and export notes and briefs as PDF or Markdown.
Kortex sends what you import to Gemini Notebook in your own Google account; Kortex itself doesn’t keep your chats or the contents of your sources. Follow your firm’s client-data, confidentiality and record-keeping policies before adding anything about clients. Kortex doesn’t give investment advice, and we don’t claim it meets any financial regulation.
Numbers need sources. Kortex keeps the documents behind every view in one place.
Filings, transcripts and notes live in different tabs and folders.
Give each company a notebook, paste its filing and investor-relations links into Bulk Import, or crawl the IR site to the depth you choose.
AI research is fast, and impossible to audit later.
Send ChatGPT, Perplexity or Claude research to the company’s notebook with your prompts and the replies labelled, then ask Gemini Notebook to check it against the filings.
You need the number and the page it came from.
Gemini Notebook answers from the notebook’s sources and cites each point, so you can open the passage before a figure goes in your model.
Two notebooks on the same company have drifted apart.
Compare shows the sources both share and the ones only one has, and copies across what’s missing.
Every quarter you rewrite the same earnings-call questions.
Save them once in your Prompts library and run them on each new transcript from the Prompts button.
For your own research. Client material follows your firm’s policies.
Each company’s documents in one notebook, labelled by type.
Guidance changes and management’s answers, each tied to the transcript.
Every AI claim sits next to the documents that can confirm or contradict it.
A note on what changed, waiting on Monday morning.
Quoted word for word and linked to where they were posted. Reviewers don’t say what they do for a living, so we picked reviews about the features on this page.
“Brilliant! Is going to save me hours. I can make all sorts of enquiries in Gemini and then Kortex consolidates them into a single notebook where I can review what I have found and make sense of it all. Thank you.”
Something we missed? Ask us.
Only if your firm’s policies allow it. Kortex sends what you import to Gemini Notebook in your own Google account and doesn’t keep your chats or the contents of your sources, so your firm’s client-data and record-keeping rules decide what goes in. See is Gemini Notebook safe and private?
No. Kortex brings in the documents and pages you choose, like filings, transcripts and articles. It has no market data feed, and Gemini Notebook answers only from what’s in the notebook.
It quotes from your sources and cites them, but it can misread a table. Open the cited passage before a figure goes into a model or a client document.
Yes. Start from the IR page, choose how many links deep to go, and each page becomes a source. Gemini Notebook’s cap on sources per notebook still applies.
No. Kortex organizes the research you choose to add, and doesn’t give investment advice.
Add Kortex to Chrome and send your next filing or AI research thread to a notebook.
100,000+ users, rated 4.5 on the Chrome Web Store.
