Kolvex Portfolio WorkspaceGive every trade its full context
Connect Robinhood or Interactive Brokers, organize stock and option positions, trades, P&L, and wash-sale risk, then review them with your preferred AI model.
Read-only broker sync
Encrypted connection credentials
THE WORKFLOW
From broker connection to trade review
Keep data organized, surface risk clearly, and carry selected trades into export or analysis.
Turn scattered trading data into an investment record you can improve
Connect one broker account and let Kolvex organize your positions, transactions, risk, and review context.