Convexity docs
Everything you need to get started with the financial intelligence terminal. Quickstart guide, feature reference, and full documentation.
Dashboard tour
A walkthrough of the Convexity dashboard — what each panel shows, where to find key data, and how the layout is organized.
Layout overview
The dashboard is your home screen. It loads automatically after sign-in and gives you a market snapshot without clicking anything. The layout is built on a responsive grid — panels reflow for your screen width, with the most important data visible first.
Along the left edge is the sidebar, organized into pinned items at the top (Dashboard, Portfolio, AI Assistant, Screener) and collapsible sections below (Research, Markets, Options & Flow, Smart Money, Macro, and more). Click any item to navigate directly to that surface.
Quote cards
At the top of the dashboard you'll see live quote cards for your most-watched symbols. Each card shows the current price, daily change (both dollars and percentage), and a compact sparkline of recent price action. These update in real time — no manual refresh needed.
Portfolio overview
If you've connected a brokerage account via Plaid or entered manual holdings, the portfolio panel displays your total value, daily P&L, and a breakdown by position. The panel links directly to the full Portfolio page where you can see risk analysis, tax harvesting, and trade journal.
AI analysis brief
The AI panel shows a Claude-generated market summary based on current conditions. It pulls from live market data, recent news, and your watchlist to surface relevant insights. Click "Read more" to open the full AI Assistant for interactive conversation.
Insider activity
A feed of recent insider trades — CEO buys, director sells, and clustering signals where multiple insiders at the same company transact within a short window. The clustering indicator is highlighted when it occurs because it can reflect conviction.
Sidebar navigation
The sidebar organizes the full platform into workflow-oriented sections:
- Pinned — Dashboard, Portfolio, AI Assistant, Screener, Insider Flow, Options Flow
- Research — Peer comparison, conviction scoring, intrinsic alpha, SEC filings, earnings
- Markets — Sectors, crypto, fixed income, energy
- Options & Flow — Gamma exposure, options matrix
- Smart Money — 13F tracking, congressional trades
- Macro — FRED, Fed Watch, market regime
- Alt Data — Supply chain, patents, hiring trends, web traffic
- Quant Lab — Statistical arbitrage, lead-lag, sentiment analysis
- AI & Forecasts — Price forecasts and AI tools
Theme and display
Convexity supports dark and light themes. Toggle between them using the theme button in the top navigation bar. Your preference is saved automatically and persists across sessions.
Updated 2026-04-14
Quickstart
Get from zero to live market data in under five minutes.
Step 1: Create your account
Sign up
Go to convexityos.com/login and create an account. The free tier is available immediately with no credit card required. You get access to real-time market data, watchlists, market breadth, and yield curve tracking right away.
Step 2: Explore the dashboard
Land on your dashboard
After signing in, you'll land on the dashboard. This is your home base — live quote cards, portfolio summary, AI analysis, and insider activity are all visible without navigating anywhere. Take a moment to look around. See the Dashboard tour for a full walkthrough of each panel.
Step 3: Add a symbol to your watchlist
Start tracking something
Navigate to the Screener from the sidebar, search for a ticker (e.g., AAPL), and add it to your watchlist. Your watchlist symbols will appear on the dashboard and are available across all surfaces. You can also use the G then S keyboard shortcut to jump to the Screener instantly.
Step 4: Ask the AI assistant something
Try a conversation
Click "AI Assistant" in the sidebar (or press G then A) and ask a question. Try something like "What's driving NVIDIA's recent move?" or "Give me a market briefing for today." The assistant can pull live data, look up filings, and run calculations to answer your question.
Step 5: Connect your brokerage (optional)
See your real portfolio
To see your actual holdings, P&L, and AI-powered portfolio analysis, connect a brokerage account via Plaid from the Portfolio page. This step is optional — you can also enter positions manually. See Connecting your brokerage for details.
What to try next
Once you've done the basics, explore these surfaces:
- Options Flow — See unusual options activity and gamma exposure charts
- Smart Money — Track 13F filings and congressional trading disclosures
- Macro — Browse FRED economic data and Fed Watch rate probabilities
- Quant Lab — Run statistical analysis and sentiment models
Press ? anywhere in the app to see all available keyboard shortcuts.
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Connecting your brokerage
Link your brokerage account to see real portfolio positions, gain/loss tracking, and AI-powered analysis on your actual holdings.
How it works
Convexity uses Plaid to securely connect to your brokerage. Plaid is the same infrastructure used by Venmo, Robinhood, and thousands of other financial apps. Your brokerage credentials are entered directly in Plaid's interface — Convexity never sees or stores your login information.
Supported account types
Plaid supports connections to most major US brokerages and financial institutions. The following account types are supported:
- Investment accounts — Brokerage, IRA, 401(k), and other investment accounts
- Depository accounts — Checking and savings accounts
- Credit accounts — Credit cards
- Loan accounts — Mortgages, student loans, and other credit lines
If your institution isn't supported by Plaid, you can add holdings manually from the Portfolio page.
Connecting your account
Go to Portfolio
Navigate to the Portfolio page from the sidebar, or press G then P.
Click "Connect account"
The account connection panel will open Plaid's secure link flow. Search for your institution, sign in with your brokerage credentials, and authorize the connection.
Select accounts
Choose which accounts you want to link. You can connect multiple accounts from the same institution or add accounts from different brokerages.
What data we access
When you connect an investment account, Convexity reads:
- Current holdings (symbols, quantities, cost basis)
- Account balances
- Transaction history (for trade journal and tax harvesting features)
Convexity does not have the ability to place trades, move money, or modify your account in any way. The connection is read-only.
Disconnecting
You can disconnect a linked account at any time from the Portfolio page. Disconnecting removes the Plaid link and deletes the associated holdings data from Convexity. Your brokerage account is not affected.
Troubleshooting
If you encounter issues connecting:
- Institution not found — Try searching by the institution's full name. Some smaller brokerages may not be in Plaid's network yet. Use manual entry as a fallback.
- Connection failed — Some institutions require multi-factor authentication in the Plaid flow. Complete any verification steps your brokerage requires.
- Stale data — Plaid syncs periodically. If your positions look outdated, try disconnecting and reconnecting the account.
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Your first watchlist
Create a watchlist to track the symbols you care about with real-time quotes and alerts.
This article will cover creating a watchlist, adding and removing symbols, sorting and filtering, and setting price alerts on watched tickers.
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Preferences
Customize theme, default views, notification settings, and display options to match your workflow.
This article will cover dark/light theme switching, default landing page, notification preferences, data refresh intervals, and keyboard shortcut customization.
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Dashboard
Your home base — portfolio snapshot, live indices, AI summaries, and today's market movers in one view.
This article will cover the dashboard layout, each widget's data source, how to customize panel arrangement, and how real-time updates work.
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Portfolio
Track your investments with real-time P&L, sector allocation, and AI-powered risk analysis.
This article will cover adding positions, tracking performance, sector and concentration analysis, AI portfolio review, and exporting holdings data.
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Market data
Real-time and historical data across equities, indices, and crypto — streaming quotes, charts, and fundamental metrics.
This article will cover real-time quotes, historical price charts, fundamental data fields, index tracking, and cryptocurrency coverage.
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Watchlists & alerts
Organize symbols into watchlists and set price or volume alerts to stay on top of moves that matter.
This article will cover creating and managing watchlists, alert types (price, volume, percent change), notification delivery, and bulk import of symbols.
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Screener
Filter stocks by fundamentals, technicals, sector, and custom criteria to find opportunities matching your strategy.
This article will cover available filter criteria, saving custom screens, GARP and value presets, exporting results, and how screener data refreshes.
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Options flow
Track unusual options activity, gamma exposure, and dealer positioning to understand what institutional money is doing.
This article will cover the unusual flow feed, gamma exposure (GEX) charts, options chain visualization with Greeks, and Commitments of Traders data.
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Insider activity
Follow insider buying and selling, 13F institutional filings, and congressional trading disclosures.
This article will cover insider trade tracking with clustering signals, 13F whale watch, SEC filing browser, and congressional trading disclosures.
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Earnings
Earnings calendar, EPS estimates, historical surprises, and post-earnings move analysis.
This article will cover the earnings calendar view, consensus estimates vs. actuals, historical earnings surprise patterns, and setting earnings-date alerts.
Updated 2026-04-14
AI Assistant overview
Convexity includes a built-in AI assistant powered by Claude that can answer investing questions, analyze your portfolio, and generate market briefings using real-time data.
What the AI can do
The assistant is designed for financial research, education, and analysis. It can:
- Answer questions about investing concepts, market mechanics, and financial terminology
- Pull live market data (quotes, charts, fundamentals) and discuss it in context
- Analyze your portfolio for risk, concentration, sector exposure, and diversification
- Generate market briefings summarizing current conditions, key levels, and upcoming events
- Look up SEC filings, insider trades, and institutional holdings
- Retrieve economic data from FRED and discuss macroeconomic trends
Four modes
The AI Assistant page has four tabs, each designed for a different workflow:
Chat
Free-form conversational interface. Ask any question — the assistant has context on market conditions, economic data, and investment concepts. Conversations are saved in the chat history rail on the left, so you can return to previous topics.
Market Brief
Enter a ticker symbol and the assistant generates a structured market summary covering recent price action, key technical levels, fundamental metrics, relevant news, and analyst context. Useful as a daily research starting point.
Portfolio
Runs a comprehensive analysis of your connected holdings. The review covers concentration risk, sector allocation, correlation between positions, and areas where diversification could be improved. Requires portfolio data — either via Plaid connection or manual entry.
Agents
Autonomous AI agents that can perform multi-step research tasks. Set a goal (e.g., "research semiconductor stocks exposed to AI spending") and the agent will gather data, analyze it, and present findings.
Starting a conversation
Navigate to the AI Assistant from the sidebar, or press G then A. Type your question in the input field and press Enter. The assistant will respond, potentially calling built-in tools to fetch live data before answering.
You can see when the assistant is fetching data — tool calls appear as labeled steps in the response. For example, if you ask about a stock, you'll see it call the quote tool before incorporating the latest price into its answer.
Context and memory
Each conversation maintains context within the session. The assistant remembers what you've discussed and can reference earlier messages. You can ask follow-up questions without repeating context.
Previous conversations are saved in the history rail and can be resumed. Start a new conversation when you're switching to an unrelated topic.
Rate limits
AI usage is metered by plan tier. The free tier includes a limited number of daily conversations. Pro and Enterprise tiers have higher or unlimited usage. If you reach your daily limit, the assistant will let you know — limits reset at midnight UTC.
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How tools work
The AI assistant can call built-in tools to fetch live data, run calculations, and look up filings — here's how that works under the hood.
This article will cover the list of available tools (quote lookup, portfolio fetch, SEC search, FRED data), how the AI decides which tool to use, and how tool results appear in the conversation.
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Morning Brief
Get a daily AI-generated market summary covering overnight moves, key levels, earnings on deck, and macro events to watch.
This article will cover how to generate a Morning Brief, what data it pulls from, customizing the brief for your watchlist, and how frequently it can be refreshed.
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Portfolio analysis
Run an AI-powered review of your holdings covering risk, diversification, concentration, and sector exposure.
This article will cover how to run a portfolio analysis, what the AI evaluates (concentration, correlation, sector tilt, risk metrics), how to interpret results, and how often to re-run it.
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What the AI can't do
Important limitations of the AI assistant — what it's designed for, what it's not, and how to use it responsibly.
Convexity does not provide investment advice
Convexity is a financial data and research platform. Nothing generated by the AI assistant — or any other part of the platform — constitutes investment advice, a recommendation to buy or sell any security, or an endorsement of any investment strategy.
Convexity is not a registered investment adviser, broker-dealer, or financial planner. The platform and its AI features are provided for informational and educational purposes only.
The AI does not predict prices
The AI assistant cannot predict future stock prices, market movements, or investment outcomes. Any discussion of trends, technical levels, or market conditions reflects analysis of historical and current data — not a forecast of what will happen next.
When the assistant references price targets, analyst estimates, or consensus forecasts, it is relaying data from third-party sources, not making its own predictions.
The AI does not recommend specific trades
The assistant will not tell you to buy, sell, or hold a specific security. If it discusses the characteristics of a stock, sector, or strategy, it is providing research context — not a recommendation to act.
Any language that sounds directional (e.g., "this stock looks undervalued based on these metrics") reflects analysis of available data and should not be interpreted as a personal recommendation to you.
The AI has limited information
The assistant has access to:
- Your portfolio holdings (if you've connected a brokerage or entered them manually)
- Public market data available through the platform (quotes, fundamentals, filings)
- Public economic data (FRED, Treasury, CBOE)
- Its training knowledge (which has a cutoff date and may not reflect the latest events)
It does not have access to:
- Non-public or material insider information
- Your complete financial situation, goals, risk tolerance, or tax circumstances
- Real-time news beyond what the platform's data feeds provide
- Information about other users or their trading activity
AI outputs may contain errors
Large language models can produce inaccurate, incomplete, or misleading responses. The assistant may:
- Misinterpret your question
- Present outdated information as current
- Make calculation errors
- Generate plausible-sounding analysis that doesn't hold up to scrutiny
Always verify AI outputs before acting on them. Cross-reference important claims against primary sources. Do not rely solely on the AI assistant for investment decisions.
Use for research, education, and analysis
The AI assistant is designed to help you:
- Learn about financial concepts and market mechanics
- Quickly surface relevant data from multiple sources
- Get a structured starting point for your own research
- Identify areas of your portfolio that may warrant further analysis
It is not a substitute for professional financial advice. If you need personalized investment guidance, consult a licensed financial advisor who understands your complete financial situation.
Legal disclaimer
For full legal terms governing your use of Convexity, including the AI features, see our Terms of Service and Privacy Policy.
Updated 2026-04-14
Where our data comes from
Convexity aggregates data from institutional-grade public sources. All data is real — no synthetic or mock data is ever used.
This article will name our data sources — SEC EDGAR, FRED, Treasury.gov, CBOE, and others — and explain our commitment to real market data without detailing which source feeds which specific feature.
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Profile
Manage your display name, email, avatar, and personal settings.
This article will cover editing your profile information, changing your email address, uploading an avatar, and managing notification preferences.
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Billing
View your current plan, update payment methods, and access invoices.
This article will cover viewing your subscription status, updating credit card details, downloading invoices, and understanding billing cycles.
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Pricing & plans
Compare plan tiers and understand which features are available at each level.
This article will describe free, pro, and enterprise tier capabilities, feature availability by plan, and link to the pricing page for current rates and sign-up.
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Security & MFA
Protect your account with multi-factor authentication, session management, and security best practices.
This article will cover enabling TOTP-based MFA, managing active sessions, password requirements, and what to do if you suspect unauthorized access.
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Data export
Export your portfolio holdings, watchlists, and trade history in standard formats.
This article will cover available export formats (CSV, JSON), what data is included in each export type, and how to request a full data download of your account.
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Account closure
How to close your account and what happens to your data afterward.
This article will cover the account closure process, data retention timeline, how to export your data before closing, and how to reactivate a closed account.
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Keyboard shortcuts
Navigate Convexity faster with global keyboard shortcuts and page-specific bindings.
This article will list all global shortcuts (Ctrl+K, Ctrl+B, etc.), page-specific bindings, and how to view the shortcut reference overlay inside the app.
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⌘K commands
The command palette — search for any page, symbol, or action from anywhere in the app.
This article will cover opening the command palette, searching for pages and symbols, running quick actions, and using the palette for navigation.
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Workspaces
Save and switch between different layout configurations for different workflows or strategies.
This article will cover creating workspaces, saving panel layouts, switching between workspaces, and sharing workspace configurations.
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Custom alerts
Build advanced alert rules combining price, volume, technical indicators, and news triggers.
This article will cover the alert builder, combining multiple conditions, notification channels (in-app, email), and managing active alerts.
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Glossary
Definitions of financial terms, metrics, and abbreviations used throughout Convexity.
This article will provide alphabetized definitions for terms like GEX, dark pool, 13F, GARP, P/E, RSI, and other metrics referenced across the platform.
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FAQ
Answers to the most common questions about Convexity.
This article will cover common questions about account setup, data sources, AI capabilities, mobile access, API availability, and how to get support.
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Trust
How Convexity handles your data, uses AI responsibly, and protects your privacy.
This article will cover our data sources, how AI is used and its limits, security posture, privacy commitments, compliance status, and what we explicitly don't do — no selling user data, no front-running, no payment for order flow.
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AI Behavior
Technical details on how the AI assistant operates — model selection, context handling, and output formatting.
This article will cover which AI model powers the assistant, how conversation context is managed, how tool calls are structured, response formatting conventions, and fallback behavior when the primary model is unavailable.
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