# Kortex for finance: NotebookLM for equity and stock research > How financial analysts and investors use Kortex with Gemini Notebook (NotebookLM): a notebook per company, filings and transcripts in, cited answers out. https://www.kortex-notebooklm.com/use-cases/financial-analysts 1. [Use cases](/use-cases) 2. Financial analysts and advisors # One notebook per company you cover. 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. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 in [410 Chrome Web Store ratings](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn/reviews). An example Workspace with a notebook per company and theme, and a Perplexity thread just saved to a theme. ## How do financial analysts use Kortex? 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. ### Workflows on this page 1. [Set up a notebook per company](#coverage) 2. [Work through an earnings call](#earnings) 3. [Check AI research against sources](#ai-research) 4. [Get a weekly brief on your watchlist](#weekly-brief) ## Client data and advice 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. ## Where the research trail breaks 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. ## From filings to the brief For your own research. Client material follows your firm’s policies. ### Set up a notebook per company Each company’s documents in one notebook, labelled by type. 1. Create a notebook for each company you cover and file them in a Coverage collection. 2. Paste the filing and investor-relations links into Bulk Import, or let the web crawler follow the IR site to the depth you choose. 3. Add PDFs of the annual report in Gemini Notebook as usual. 4. Tag sources by type, like Filing, Transcript or Note, and filter by them. Bulk Import ![The Bulk Import page in the Kortex Workspace: a target notebook picker, tabs for Links, Browser Tabs, RSS Feed, CSV Upload and Web Crawler, a box for one link per line, and Import Links and Domain Router buttons.](/media/tour/tour-import-1200.webp) The real Bulk Import page in the Kortex Workspace. ### Work through an earnings call Guidance changes and management’s answers, each tied to the transcript. 1. Add the call transcript to the company’s notebook. 2. Insert your saved earnings-call prompt: guidance changes, margin drivers and management’s answers to the hard questions, each with the passage cited. 3. Ask how this quarter’s guidance compares with the last filing in the notebook. 4. Save the answer as a note and export it as PDF or Markdown. ### Check AI research against sources Every AI claim sits next to the documents that can confirm or contradict it. 1. Run your theme research in Perplexity, ChatGPT or Claude. 2. Send the chat to the theme’s notebook. Your prompts and the replies are labelled, and Perplexity threads keep their citations. 3. Ask Gemini Notebook where the AI research and the filings disagree. 4. When the chat continues, send it again and the source updates instead of duplicating. ### Get a weekly brief on your watchlist A note on what changed, waiting on Monday morning. 1. Connect Kortex MCP to Claude or ChatGPT. 2. Say once: “Every Monday at 7, ask my Watchlist notebooks what changed and save the answer as a note in my Weekly notebook.” 3. It runs on your computer’s clock while Chrome is running. See [how schedules work](/docs/mcp-workflows). ## What reviewers say about these features 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.” [Powys House, on Chrome Web Store](https://chromewebstore.google.com/reviews/0587024b-b05a-489c-9a1b-c27ebdc0ff6d) ## Prompts, tools and reading ### Prompts to copy - [Summary you can act on](/prompts/summarize) - [Market research questions](/prompts/market-research-questions) - [Meeting notes to minutes](/prompts/meeting-notes) ### Free tools - [Market research kit](/tools/market-research-notebooklm) - [Research prompt builder](/tools/research-prompt-builder) ### Further reading - [Schedule Gemini Notebook Daily Briefs](/blog/gemini-notebook-daily-briefing) - [Does Gemini Notebook Hallucinate? How to Check](/blog/does-gemini-notebook-hallucinate) - [Using Deep Research in Gemini Notebook](/blog/gemini-notebook-deep-research) - [Is Gemini Notebook Safe and Private?](/blog/gemini-notebook-privacy) - [How to Export Gemini Notebook Sources](/blog/export-gemini-notebook) ## Questions people ask Something we missed? [Ask us](#contact). ### Can I add client information to a notebook? 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?](/blog/gemini-notebook-privacy) ### Can Kortex pull live market data? 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. ### Does Gemini Notebook get the numbers right? 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. ### Can I crawl an investor relations site? 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. ### Is this investment advice? No. Kortex organizes the research you choose to add, and doesn’t give investment advice. ## Set up the next company you cover. Add Kortex to Chrome and send your next filing or AI research thread to a notebook. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 on the Chrome Web Store. ## More like this, and other ways people use Kortex - [Lawyers and legal teams](/use-cases/lawyers) - [Doctors and clinicians](/use-cases/doctors) - [Accountants and tax professionals](/use-cases/accountants) - [Students](/use-cases/students) - [Researchers and academics](/use-cases/researchers) - [Developers](/use-cases/developers) - [Professionals](/use-cases/professionals) - [Marketers](/use-cases/marketers) - [All 19 use cases](/use-cases)