AI investment analyst

Invest like you have a team behind you.

Wake up knowing the 3-5 things that matter for your portfolio today. Ready before the market opens.

The Briefing

Your daily briefing

Your AI analyst reads everything overnight and delivers one briefing every morning — personalized to your portfolio.

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Your briefing

7:04 AM · Tuesday, March 4

Portfolio: +1.2% today, +4.8% MTD. S&P 500: +0.8%.

Down 4.2% after earnings miss. Revenue beat expectations at $22.1B but Q2 guidance of $24B fell short of the $24.6B consensus. Management cited supply constraints on Blackwell chips.

NVDA earnings

Insider selling picked up: CFO sold $8.2M in shares on May 12. Two additional officer sales totaling $3.8M filed this week.

SEC Form 4

This is your largest single position. Combined with insider selling and sentiment shift, worth reviewing concentration risk.

Three analyst upgrades today: Morgan Stanley PT raised to $245, Goldman to $240, BofA to $238. All cite stronger-than-expected iPhone SE demand in Asia markets.

Key finding: Azure cloud revenue growth decelerated from 29% to 23% quarter-over-quarter. Operating margin for Intelligent Cloud segment narrowed by 1.2 points.

Market pricing 62% probability of rate hold through September.

From:briefing@vela.ai
Subject:Your daily briefing — Mar 4

Portfolio: +1.2% today, +4.8% MTD. S&P 500: +0.8%.

NVDA(15% of portfolio)

Down 4.2% after earnings miss. Revenue beat expectations at $22.1B but Q2 guidance of $24B fell short of the $24.6B consensus. Management cited supply constraints on Blackwell chips. (NVDA earnings)

Insider selling picked up: CFO sold $8.2M in shares on May 12. Two additional officer sales totaling $3.8M filed this week. (SEC Form 4)

Reddit sentiment on r/wallstreetbets shifted from 72% bullish to 41% bullish in the last 24 hours. (r/wallstreetbets)

This is your largest single position. Combined with insider selling and sentiment shift, worth reviewing concentration risk.

AAPL(12% of portfolio)

Three analyst upgrades today: Morgan Stanley PT raised to $245, Goldman to $240, BofA to $238. All cite stronger-than-expected iPhone SE demand in Asia markets. (Bloomberg)

Unusual options activity: 12,000 call contracts at $230 strike expiring June 20 — 4x normal volume. Suggests institutional bullishness. (CBOE options)

Positive momentum. No action needed.

MSFT(8% of portfolio)

Key finding: Azure cloud revenue growth decelerated from 29% to 23% quarter-over-quarter. Operating margin for Intelligent Cloud segment narrowed by 1.2 points. (MSFT 10-Q)

Compared to last quarter's 10-Q: R&D spending increased 18% — largest jump in 3 years. Likely tied to AI infrastructure buildout. (MSFT 10-Q)

Growth deceleration in the core cloud business. Full filing analysis available.

View full briefing in app →

What it monitors

Six signal types. One briefing.

Your AI analyst processed 2,847 pages of SEC filings, 14 earnings transcripts, 23,000 Reddit posts, and 1,200 news articles overnight. Six signal types — one briefing.

Market data & fundamentals

Real-time prices, volume anomalies, P/E shifts, earnings yield vs. treasury spread

Financial news

Aggregated from 50+ sources, filtered to your holdings, ranked by portfolio impact

SEC filings (10-K, 10-Q, 8-K, insider trades)

AI reads the full filing, not just the headline. Compares against prior quarter. Flags what changed.

Earnings call transcripts

Listens for tone shifts, hedging language, guidance changes, and analyst Q&A pressure points

Social sentiment (Reddit, X)

Tracks mentions, sentiment polarity, and velocity across r/wallstreetbets, r/investing, r/stocks, and FinTwit

Macro indicators

Fed decisions, CPI/PPI prints, yield curve shifts, sector rotation signals

Pricing

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Free

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  • Daily briefings
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  • Briefings personalized to your actual holdings
  • Monitor any company
  • Urgent alerts for breaking news

Make it about YOUR money.

Pricing at launch.

How it’s different

Not a dashboard. Not a chatbot. Not a robo-advisor.

Not a dashboard

We tell you what matters, not show you everything.

Not a chatbot

You don't need to know what to ask.

Not a robo-advisor

You stay in control.

Works across all brokerages

Not locked to one.

Security & trust

Your data stays yours.

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FAQ

Common questions

We use Plaid to connect to your brokerage. You authorize read-only access so we can see your positions and deliver personalized briefings. We never see your password or place trades.

Yes. We use Plaid for bank-level security. Access is read-only. We see your positions to personalize your briefing — we don't move your money or make trades.

Cortex is locked to Robinhood. We work across all your brokerages — Robinhood, Fidelity, Schwab, and others — so you get one unified view and one daily briefing for your whole portfolio.

We're briefing-first, not chat or voice-first. Zero-config: pick sectors or connect your account and get your briefing every morning. We have a free tier and are web-first, not mobile-only.

We'll support major US brokerages at launch (e.g. Robinhood, Fidelity, Schwab, E*TRADE, TD Ameritrade) via Plaid. More will be added over time.

No. We provide information and analysis only. We don't recommend buys or sells. We help you stay informed; you make your own decisions.

Follow S&P 500 sectors and companies, get daily briefings, no account connection required. Paid tier adds brokerage connection, personalized briefings to your holdings, and urgent alerts.

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