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. Pinned items at the top are the pages you open every session -- Dashboard, Portfolio, AI Assistant, Screener -- alongside the live feeds you watch throughout the day.

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.

Theme and display

Convexity runs in a single dark "Calm Terminal" theme -- warm near-black surfaces, dense tabular layouts, and hairline rules tuned for long sessions with live market data. Press ? anywhere in the app to see all available keyboard shortcuts.

Updated 2026-07-13

Quickstart

Get from zero to live market data in under five minutes.

Step 1: Create your account

Step 2: Explore the dashboard

Step 3: Add a symbol to your watchlist

Step 4: Ask the AI assistant something

Step 5: Connect your brokerage (optional)

What to try next

• Options Flow -- Unusual options activity and gamma exposure
• 13F Tracking -- What major institutional holders are adding, trimming, or initiating each quarter
• Macro Dashboard -- FRED economic data and Fed Watch rate probabilities
• Analytics -- Statistical arbitrage, FinBERT sentiment, and price forecasts

Updated 2026-05-02

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

One conversational surface

The AI Assistant is a single chat surface -- ask anything and the assistant answers, calling tools for live data as needed. Related workflows have their own pages: the Morning Brief digest under Briefs, and Portfolio analysis under Portfolio. Multi-step research is part of the conversation, not a separate tab.

Starting a conversation

Navigate to the AI Assistant from the sidebar, or press G then A. Type your question and press Enter. The assistant will respond, potentially calling built-in tools to fetch live data before answering. Tool calls appear as labeled steps in the response.

Context and memory

Each conversation maintains context within the session. Previous conversations are saved in the history rail and can be resumed. Start a new conversation when switching to an unrelated topic.

Models and rate limits

• Free -- Claude Haiku, 10 queries/month
• Pro -- Claude Sonnet, 150 queries/month
• Pro Plus -- Claude Opus, 1,000 queries/month plus 20 deep-research queries

Quotas reset at the start of each calendar month. If you reach your monthly limit, the assistant will let you know and prompt you to upgrade or wait for the reset.

Updated 2026-07-13

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

Convexity requests Plaid's investments product (with transactions as an optional add-on for trade history). That covers brokerage accounts, IRAs, 401(k)s, and similar investment accounts at most major US institutions. We do not request access to checking, savings, credit card, or loan accounts.

If your institution isn't supported by Plaid, you can add holdings manually from the Portfolio page.

Connecting your account

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

• 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.

Updated 2026-04-14

Your first watchlist

Create a watchlist to track the symbols you care about across the dashboard, AI assistant, and feed surfaces.

What a watchlist does

A watchlist is a named group of ticker symbols. Once you've added a symbol to a watchlist, it shows up in the dashboard quote rail, gets prioritized in the Insider Flow and Earnings views, and is available as a scope for the AI Assistant ("How is my watchlist doing today?").

Creating a watchlist

Plan limits

• Free -- 1 watchlist, up to 10 symbols
• Pro -- 25 watchlists, up to 250 symbols each
• Pro Plus -- Unlimited watchlists and symbols

Setting alerts on a watched symbol

Alerts are managed separately from watchlists, but you can build alerts that reference any of your watched symbols. See Watchlists & alerts for the alert builder, and Custom alerts for multi-condition rules.

Updated 2026-04-28

Preferences

Convexity exposes a Tweaks menu for the small set of display and behavior choices that genuinely vary by workflow. Most surfaces just work without configuration.

Where to find it

Open the Tweaks menu from the user menu in the top-right of the navigation bar. Settings save automatically and persist across sessions.

What's configurable

• Density -- Compact, balanced, or roomy spacing for tables and panels.
• Ticker tape -- Show or hide the scrolling quote tape.
• Freshness -- Live auto-refresh, or paused to hold figures still while you read (opening new data still loads).
• Compact numbers -- Render large values as $1.2B instead of $1,234,567,890 across panels and tables.
• Signal severity -- Filter the global feed to show only signals at or above the chosen level (all, medium+, high+, high).
• AI model -- Pick the assistant model (auto, nano, Haiku, Sonnet, Opus). Models above your plan's ceiling are shown locked and route to an upgrade; auto lets the assistant choose per task.

What's not (yet) configurable

A few things people often expect to find in preferences are intentionally not exposed yet:

• Custom keyboard shortcut bindings -- the keymap is fixed for now. See Keyboard shortcuts for the full list.
• Custom data refresh intervals -- refresh cadences are tuned per data source and managed server-side.
• Default landing page -- the app always lands on the Dashboard after sign-in.

Updated 2026-07-13

Dashboard

The Dashboard is a draggable grid of widgets that renders the most relevant snapshots of your market and portfolio in a single view.

Widget grid

The Dashboard uses a responsive grid layout. Each widget can be dragged to a new position or resized by its corner handle. Layouts adapt for large, medium, and small screen widths automatically.

Default widgets

• Chart -- Index or selected-symbol price chart
• Portfolio -- Account value, daily P&L, and top positions
• AI -- Claude-generated market summary
• Invest -- Watchlist quote rail
• Insider -- Recent insider trades and cluster signals
• Heatmap -- S&P 500 sector and symbol performance
• Brief -- Morning Brief digest (Pro and above)
• Accounts -- Connected brokerage account summary

Real-time updates

Quote and portfolio widgets poll for fresh data automatically. Real-time data is available on Pro and Pro Plus; the Free tier shows 15-minute delayed prices. Each data widget renders a freshness badge stamped with the moment the underlying numbers were measured.

Workspaces

If you want different layouts for different workflows (e.g. a "Trading day" layout vs. a "Research" layout), use Workspaces. See Workspaces for how to create and switch between them.

Updated 2026-04-28

Portfolio

Track your investments with live valuation, sector allocation, account-level breakdowns, and AI-driven analysis on your real holdings.

How positions get into Convexity

• Linked brokerage -- Connect via Plaid (read-only). Holdings sync automatically. See Connecting your brokerage.
• Manual entry -- Add symbols, quantities, and cost basis directly. Useful for accounts Plaid doesn't cover or for paper portfolios.

What the page shows

• Total value & daily P&L -- Roll-up across all linked and manual accounts
• Per-account breakdown -- Each linked account is shown separately, collapsible
• Position table -- Symbol, quantity, market value, cost basis, unrealized P&L, weight
• Sector allocation -- Computed from the GICS sector of each position
• Risk panel -- Concentration, correlation, and beta-weighted exposure

AI portfolio analysis

The AI Assistant's Portfolio tab runs a full review across concentration, sector tilt, correlation between positions, and diversification. See Portfolio analysis for what the assistant evaluates and how to interpret results.

Tax harvesting and trade journal

If transaction history is available (Plaid investments + transactions), the Portfolio page surfaces a basic trade journal of buys and sells. Tax-loss harvesting candidates -- positions trading below cost basis -- are highlighted on the position table.

Disconnecting an account

You can disconnect any linked account at any time. Disconnecting removes the Plaid link and deletes Convexity's stored holdings for that account. Manually entered positions are not affected.

Updated 2026-04-28

Market data

Quote, chart, and fundamental data spanning US equities, ETFs, major indices, crypto, fixed income, and futures.

Coverage

• US equities & ETFs -- All listed symbols on NYSE, Nasdaq, and AMEX
• Indices -- S&P 500, Nasdaq, Dow, Russell 2000, sector indices, VIX
• Crypto -- Top crypto by market cap on the Crypto page
• Fixed income -- Treasury yield curve and major bond ETFs (Fixed Income page)
• Futures & commodities -- COT report and major commodity contracts

Real-time vs. delayed

Real-time market data is gated by plan tier:

• Free -- 15-minute delayed quotes
• Pro & Pro Plus -- Real-time quotes

Every chart and quote panel renders a freshness badge that shows the timestamp of the displayed data, so you can always confirm what you're looking at.

Historical data

• Free -- 90 days of price history
• Pro -- Unlimited (full provider history)
• Pro Plus -- Unlimited (full provider history)

Fundamentals

Stock detail pages include market cap, P/E, P/B, dividend yield, EPS, revenue, gross margin, debt/equity, and the standard valuation, growth, and efficiency metrics. Fundamental data is sourced from public filings via the providers documented in Where our data comes from.

Updated 2026-04-28

Watchlists & alerts

Group the symbols you care about, then build alerts that watch them in the background and notify you when conditions are met.

Watchlists

See Your first watchlist for the walkthrough. Watchlists scope quote rails on the dashboard, the Morning Brief, and AI assistant context.

Alerts

Alerts are independent rules that evaluate every five minutes and notify you when conditions are met. Each alert is a named rule with one or more conditions and AND/OR logic between them.

Supported alert fields

• Current Price -- Last trade price for a symbol
• Daily % Change -- Percentage move from the previous close
• Volume Ratio -- Current volume divided by 10-day average volume
• RSI (14) -- 14-day Relative Strength Index, 0–100
• SMA Crossover -- Golden cross (+1) or death cross (-1) on the 50/200 SMA
• VIX Level -- CBOE Volatility Index spot value (no symbol required)

Operators & cooldown

Each condition supports <, >, <=, >=, ==, and != against a numeric threshold. Set a cooldown (in minutes) per alert to suppress repeat notifications when the condition keeps oscillating across the threshold. Default is 60 minutes; range is 1 minute to 1 week.

Plan limits

• Free -- 3 alerts
• Pro -- 25 alerts
• Pro Plus -- Unlimited alerts plus unusual options-flow alerts

Multi-condition rules (more than one condition per alert, up to 5) are supported on every tier.

Updated 2026-04-28

Screener

Narrow the universe down to a working list of tickers using sector, fundamental, and signal-based filters.

Filter tabs

The Screener layers filters across fundamentals (P/E, market cap, dividend yield), technicals, and sector. Filters compose -- adding a sector restricts the working set before the next filter runs.

Curated presets

Above the filter tabs is a chip bar of curated, alt-data-aware presets. Each preset is an allowlist of tickers surfaced by a backend signal:

• Insider Conviction -- Tickers with recent cluster buys from SEC Form 4 insiders
• Congressional Pulse -- Stocks with cluster trades from members of Congress in the last 14 days
• Catalyst Stocks -- Tickers with critical or high-severity 8-K filings in the last 7 days
• Patent Momentum -- Tracked names ranked by recent patent grant velocity

Selecting a preset restricts the screener to that allowlist; you can then layer additional filters on top.

Saved and shared screens

You can save a custom screen -- its filters, sort, universe, and columns -- and reopen it later; saved screens currently live in your browser rather than syncing to your account. You can also share any screen as a public link: the recipient gets a read-only copy of the criteria they can open as their own. Account-synced saved screens are on the way.

Results

Results are ranked by the active sort column (default: market cap). Click any row to open the Stock Detail page for that symbol.

Updated 2026-07-13

Options flow

Per-symbol options activity, dark pool prints, and gamma exposure charts to read what institutional positioning looks like around a given name.

Per-symbol surfaces

Options Flow is organized around a symbol. Open the Options Flow page or the Stock Detail page for a ticker and you'll see:

• Unusual flow -- Recent contracts trading at unusual size or velocity for that symbol
• Dark pool prints -- Off-exchange equity prints with a freshness badge
• Gamma exposure (GEX) -- Estimated dealer gamma profile across the strike chain, with the spot zero-gamma flip level highlighted

Options Matrix

The Options Matrix view (under Options in the sidebar) shows a strike-by-expiry grid for a chosen symbol. Useful for spotting concentration of open interest or volume at specific strikes.

Flow Tape

Flow Tape is the cross-market view -- a single feed of unusual sweeps, blocks, and large prints across the whole universe, not just one symbol. Open it from the Tape tab on the Options Flow desk. The per-symbol surfaces above and Flow Tape run on the same underlying data.

Plan availability

• Free -- Options flow is not available
• Pro -- Per-symbol unusual flow, dark pool, and GEX
• Pro Plus -- Everything in Pro plus unusual options-flow alerts

Updated 2026-07-13

Insider activity

Three feeds of "smart money" disclosure data: corporate insiders (Form 4), members of Congress (STOCK Act), and institutional managers (Form 13F).

Insider Flow (Form 4)

Insider Flow tracks open-market buys and sells by corporate insiders -- officers, directors, and 10% owners -- as filed on SEC Form 4. The page is split across:

• Dashboard -- Today's notable trades across the market
• Cluster signals -- Multiple insiders at the same company transacting in the same direction within a short window. Clustering is highlighted because it can reflect conviction.
• Sector flow -- Net insider buying or selling rolled up by sector
• Company detail -- Per-ticker history with deep links to the underlying Form 4 filings on EDGAR

Free tier insider data is delayed 24 hours. Pro and Pro Plus see filings as they're ingested.

Congressional trades (STOCK Act)

Periodic Transaction Reports filed by members of Congress are surfaced on the Insider Flow page alongside corporate insiders, with a separate "Congressional Pulse" preset and cluster-trade view. Each row links to the underlying PTR disclosure.

13F Tracking (Whale Watch)

Quarterly 13F filings from institutional managers are aggregated on the 13F Tracking page. You can browse what major holders are adding, trimming, or initiating, with rollups by manager and by symbol.

SEC Filings

The SEC Filings page provides a browser over EDGAR for any covered ticker -- 10-K, 10-Q, 8-K, S-1, and the rest. Severity-tagged 8-K filings power the Catalyst Stocks screener preset.

Updated 2026-05-02

Earnings

A weekly earnings calendar with before/after-market splits, consensus estimates, and post-print actuals with surprise.

Calendar view

The Earnings Calendar lays out the trading week with each company on its reporting day, split into BMO (before market open) and AMC (after market close) buckets. You can scope to your watchlist, the S&P 500, or the full universe.

Estimates and actuals

Each row shows EPS consensus (when available) and, after the print, the reported EPS, surprise percentage, and immediate price reaction. Historical surprise patterns are visible on the per-symbol detail view.

Per-symbol detail

Click any company on the calendar to open the earnings detail page: prior reporting history, EPS surprise history, and the next reporting date with consensus estimate.

Alerts

Use the Alerts builder (see Watchlists & alerts) to set price-move thresholds against tickers reporting that day. Dedicated "earnings date" alerts as a first-class type are not yet available.

Updated 2026-04-28

How tools work

When you ask the assistant a question that needs live data, it calls a built-in tool to fetch that data before answering. Tool calls are visible in the response so you can see exactly what was looked up.

The available tools

The assistant has 30+ tools it can call. A representative slice:

• get_quote -- Current quote, change, volume, market cap, 52-week range for any symbol
• get_portfolio -- Your current holdings with live prices, sector allocation, total value, and cash position
• get_news -- Recent news headlines for a symbol, with sources and dates
• get_insider_trades -- Recent insider transactions for a symbol from SEC Form 4
• get_options_flow -- Recent unusual options activity for a symbol
• get_earnings_calendar -- Upcoming earnings reports across the market or scoped to a list
• get_signal_synthesis -- Cross-module aggregation of insider, congressional, and 8-K signals for a symbol
• screen_stocks -- Run the screener from chat by score, sector, valuation, and signals
• search_filings_fts / search_earnings_transcripts -- Full-text search across filings and earnings-call transcripts
• get_intrinsic_value / get_analyst_quality -- DCF-based fair value and analyst track-record scoring
• get_exposure / get_disruption_exposure -- Mimir revenue-at-risk and disruption exposure for a name
• get_atlas_situation -- The current Atlas brief for an unfolding event

How the AI decides which tool to call

The model picks tools based on your question. "What's NVDA at?" calls get_quote. "How is my portfolio doing?" calls get_portfolio. A more involved question like "Anything interesting in TSLA today?" may call several tools in sequence -- quote, news, insider trades -- before composing the answer.

What you see in the conversation

Tool calls render inline as labeled steps (e.g. "Fetching market quote", "Checking insider trades") so you can verify what the assistant pulled. The raw tool result is hidden from the conversation transcript to keep things readable, but the assistant uses it to ground its answer.

Freshness

Tools return data with the same freshness guarantees as the rest of the platform. If the underlying data feed is delayed (insider data on Free, for example), the assistant has access to delayed data only.

Updated 2026-07-13

Morning Brief

A daily AI-generated digest scoped to your watchlist -- overnight moves, scheduled earnings, and the most consequential events for the names you follow.

Where it appears

The Morning Brief is rendered as a dashboard widget and can also be opened from the AI Assistant page. It's regenerated each morning ahead of the US open.

What it covers

• Overnight and pre-market price moves on your watchlist
• Earnings reports landing today (BMO and AMC)
• Insider, congressional, and 8-K signals from the past 24 hours that touch your tickers
• Macro context -- major scheduled releases, central bank events, notable yield-curve moves

Plan availability

• Free -- Morning Brief is not available
• Pro -- Standard Morning Brief, generated with Sonnet
• Pro Plus -- Morning Brief generated with Opus, plus a "thesis challenge" pass that pressure-tests positions in your portfolio

Customization

The brief uses your primary watchlist as scope. To change what it covers, edit your watchlist (see Your first watchlist). Per-section toggles and bespoke briefs are not yet exposed.

Updated 2026-04-28

Portfolio analysis

A structured AI review of your real holdings -- concentration, sector tilt, correlation, and the things you'd ask a thoughtful colleague to look at.

How to run it

Open the AI Assistant and switch to the Portfolio tab. The assistant pulls your current holdings via the get_portfolio tool and runs the review against live prices and sector mappings. You need at least one connected brokerage or set of manual positions for the analysis to have something to look at.

What the analysis covers

• Concentration -- Single-position weight relative to total portfolio value, and any cluster of correlated names that aggregate into oversized exposure
• Sector tilt -- How your weights compare to a balanced sector mix, and where you're significantly over- or under-weight
• Correlation -- Pairwise correlation between your largest positions, surfacing diversification that might be more cosmetic than real
• Beta-weighted exposure -- Effective market exposure once positions are weighted by their historical beta
• Cash & idle balance -- How much of the portfolio is sitting in cash and whether it's intentional

Interpreting results

The output is a written briefing, not a score. The assistant flags items worth attention but does not tell you to buy or sell. Treat it as a structured second pair of eyes -- see What the AI can't do for the limits.

Re-running

Each run consumes one of your monthly AI queries. There's no benefit to running the analysis more often than your portfolio meaningfully changes -- once a week is a reasonable cadence for most users.

Updated 2026-04-28

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.

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.

The AI has limited information

The assistant has access to your portfolio holdings (if connected), public market data through the platform, public economic data (FRED, Treasury, CBOE), and its training knowledge. It does not have access to non-public information, your complete financial situation, real-time news beyond platform feeds, or other users' 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, or generate plausible-sounding analysis that doesn't hold up to scrutiny. Always verify AI outputs before acting on them.

Use for research, education, and analysis

The AI assistant is designed to help you learn financial concepts, surface relevant data, get a structured starting point for research, and identify areas of your portfolio that may warrant further analysis. It is not a substitute for professional financial advice. For personalized guidance, consult a licensed financial advisor.

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 is built on primary public sources. All data is real -- there is no synthetic, mocked, or fabricated data anywhere in the platform.

Market data

• Financial Modeling Prep (FMP) -- Equity quotes, prices, market cap, and fundamentals (PEG, analyst targets & grades, per-quarter EPS surprise). REST + WebSocket for live tick data.
• yfinance -- Supplementary historical bars, technicals, ownership, and options-chain data
• Finnhub -- Earnings calendar
• FINRA -- Short-interest data
• CoinGecko -- Crypto quotes, market cap, and project metadata
• logo.dev -- Company logos, with CDN fallbacks

SEC filings

• SEC EDGAR -- Primary source for Form 4 (insider trades), Form 144, 8-K (material events), 10-K / 10-Q (annual and quarterly reports), 13F (institutional holdings), and S-1 filings
• SEC Company Facts & XBRL -- Structured financial-statement data extracted from filings

Macro & fixed income

• FRED (Federal Reserve Economic Data) -- Macroeconomic time series, the Treasury yield curve, and the CBOE VIX (series VIXCLS)
• US Treasury (FiscalData) -- Auction results and national debt
• BLS -- Labor-market series (JOLTS)
• US EIA -- Energy data (natural gas, petroleum)
• NOAA -- Weather and temperature-anomaly series

Government & politics

• House & Senate STOCK Act disclosures -- Periodic Transaction Reports filed by members of Congress
• USAspending -- Federal contract awards and procurement
• Senate LDA -- Corporate lobbying disclosures
• USCIS H-1B Data Hub -- Skilled-visa sponsorship as a hiring signal

Alternative data

• USPTO Open Data Portal -- Patent grants and applications
• AIS Stream -- Vessel positions for port-congestion analysis
• FDA MAUDE -- Medical-device adverse events for biotech and medtech
• NIST NVD -- CVE vulnerability records for cyber exposure
• Reddit & Google Trends -- Retail attention and search-interest signals
• FAA registry + OpenSky -- Corporate-jet movement tracking
• Polymarket & Kalshi -- Prediction-market probabilities
• GDELT -- Global event and news-tone data
• Wikipedia -- Company background and identity descriptions

Entity resolution

• OpenFIGI -- Security-identifier crosswalk
• GLEIF -- Legal Entity Identifiers and corporate parent hierarchy

AI & retrieval

• Anthropic (Claude) -- Primary model family for the assistant, briefs, and summaries
• OpenAI -- Secondary and fallback inference
• Voyage AI -- Embeddings for semantic search and retrieval
• Perplexity -- Live web research inside Deep Research

Freshness

Every data surface in the app renders a freshness badge. The badge shows the timestamp of the newest underlying data point and whether the upstream sync is healthy, stale, or failed -- so you always know what you're looking at.

Updated 2026-07-13

Profile

Account identity is currently kept minimal -- your sign-in email, your subscription tier, and your in-app preferences.

What you can change today

• Subscription tier -- Upgrade or downgrade from the Billing page, which opens the Stripe customer portal
• Multi-factor authentication -- Enable or disable TOTP-based MFA from Security & MFA
• Display preferences -- Theme, sidebar collapse, compact numbers, and other display options live in the Tweaks menu (see Preferences)

What's not (yet) editable in-product

Display name, avatar, and email-address change are not exposed as in-app settings yet. If you need to update the email tied to your account, contact support.

Updated 2026-04-28

Billing

Convexity uses Stripe for payment processing. All subscription management is done through the Stripe customer portal.

Starting a subscription

Upgrade from the in-app upgrade prompts or directly from the pricing page. Selecting a plan opens a Stripe Checkout session where you enter payment details. Billing starts immediately on checkout completion; paid features are on within seconds.

Managing your subscription

From the Billing page, click "Manage subscription" to open the Stripe customer portal. From the portal you can:

• Update your payment method
• Switch between monthly and annual billing
• Upgrade or downgrade your plan
• Cancel your subscription
• Download past invoices and receipts

Billing cycles

Monthly plans renew on the same day each month. Annual plans renew on the same day each year. You can switch between monthly and annual at any time from the customer portal -- Stripe prorates the difference.

Cancellation

Canceling your subscription stops the next renewal but keeps you on your paid plan until the end of the current billing period. After that you're moved to the Free tier; no data is deleted by cancellation.

Updated 2026-04-28

Pricing & plans

Three core tiers -- Free, Pro, and Pro Plus -- plus a standalone Morning Brief plan and two build-on-Convexity API tiers. The full live pricing page is at /pricing. The summary below is for quick reference.

Free

$0/mo. Sign up with no credit card required.

• 15-minute delayed market data
• 1 watchlist (up to 10 symbols)
• 3 alerts
• 10 AI queries per month (Claude Haiku)
• 90 days of historical data
• FRED macro data and basic alerts
• Insider Flow with 24-hour delay

Pro -- $29/mo or $290/yr

• Real-time market data
• 25 watchlists, 25 alerts, 3 workspaces
• 150 AI queries per month (Claude Sonnet)
• Unlimited historical data
• Morning Brief, command palette, narrative threads
• Per-symbol options flow and gamma exposure
• Real-time insider, congressional, and 13F data
• Email support (48h)

Pro Plus -- $79/mo or $790/yr

• Everything in Pro
• Unlimited watchlists, alerts, and workspaces
• 1,000 AI queries per month (Claude Opus) plus 20 deep-research queries
• Unlimited historical data
• Unusual options-flow alerts
• Backtesting and shareable links
• Semantic search across filings and content
• Email support (24h)

Morning Brief -- $25/mo

A standalone subscription to the daily Morning Brief digest -- the same morning read Pro users get -- without full terminal access. For people who want the signal without the workspace.

Build on Convexity

Two tiers add the programmatic stack on top of everything in Pro Plus -- REST API, MCP server, webhooks, and bulk data export. See the API docs.

• Developer -- $99/mo -- Everything in Pro Plus plus API access, 100,000 API calls per month
• Quant -- $499/mo -- Everything in Developer with the highest API caps (1,000,000 calls per month) and priority rate limits

Switching plans

Upgrade or downgrade any time from the Stripe customer portal (see Billing). Upgrades take effect immediately; downgrades and cancellations take effect at the end of your current billing period.

Updated 2026-07-13

Security & MFA

Convexity protects your account with strong password hashing, optional TOTP-based multi-factor authentication, and session controls.

Password security

Passwords are hashed with Argon2id -- a modern, memory-hard algorithm -- before being stored. We never see or store your plaintext password. For details on our broader security posture see the Security page.

Enabling multi-factor authentication

If you lose access to your authenticator

Save your authenticator backup codes (or back up your 2FA app) when you set up MFA. If you lose access entirely, contact support -- recovery requires identity verification.

If you suspect unauthorized access

Change your password immediately, enable MFA if you haven't already, and contact support so we can review recent account activity with you.

Updated 2026-04-28

Data export

A self-serve data export surface is being built. In the meantime, support can produce a full export of your account data on request.

What's included in a full export

• Profile and account metadata
• Watchlists and watchlist memberships
• Alerts and alert trigger history
• Manually entered portfolio holdings
• Saved AI conversations

What's not included

Holdings synced from a brokerage via Plaid are not part of the export -- those live in your brokerage account. Disconnect Plaid and the holdings cache is removed from Convexity automatically. Generated AI responses are also excluded; they're regenerated each time and aren't authoritative.

Requesting an export

Email support to request a full export of your account data. We'll deliver a JSON archive within a few business days. A built-in self-serve export from the Account page is on the roadmap.

Updated 2026-04-28

Account closure

You can close your account at any time. Convexity supports two flavors of closure: a 30-day soft delete (reversible) and a permanent erasure (GDPR-style, irreversible).

Before you close

1. If you have a paid subscription, cancel it from the Stripe customer portal first (see Billing). Closure does not automatically refund or cancel an active subscription.
2. If you want a copy of your data, request an export -- see Data export.
3. If you have a connected brokerage, disconnecting it before closure removes the Plaid link and clears the cached holdings cleanly.

Soft delete (30-day window)

A standard closure marks your account as deleted and signs you out. Your data is retained for 30 days during which you can sign back in to reactivate. After 30 days the data is purged.

Permanent erasure

If you'd rather skip the 30-day window -- for example, to satisfy a GDPR right-to-erasure request -- choose permanent deletion. This is irreversible: your account and all associated data are removed immediately and cannot be recovered.

What gets deleted

• Profile and authentication credentials
• Watchlists, alerts, and notification settings
• Manually entered holdings and any cached Plaid data
• Saved AI conversations and preferences

What's retained

Stripe billing records and any anonymized aggregate logs required for legal, tax, or fraud-prevention purposes are retained per our Privacy Policy.

Updated 2026-04-28

Keyboard shortcuts

A small, deliberately limited set of global shortcuts. Press ? at any time to see the in-app shortcut overlay.

Navigation (G + key)

Tap G, then tap a second key within one second:

• G then D -- Dashboard
• G then P -- Portfolio
• G then S -- Screener
• G then O -- Options Flow
• G then E -- Earnings Calendar
• G then M -- Macro
• G then F -- Fed & Liquidity
• G then R -- Risk analysis
• G then X -- AI Forecasts
• G then A -- AI Assistant

Actions

• Ctrl + K -- Open the Command Bar (Pro and above)
• R -- Refresh data on the current page
• ? -- Show the shortcuts overlay
• Esc -- Close the active modal or overlay

When shortcuts are suppressed

Shortcuts are disabled while you're typing in any input, textarea, select, or content-editable field -- so you don't accidentally navigate away while writing a search or note.

Customizing

Bindings are fixed for now; a customization UI is not yet exposed. If you have strong preferences for the keymap, let us know -- the current set was chosen to mirror common Vim-style patterns and to stay out of OS shortcut territory.

Updated 2026-04-28

⌘K commands

The Command Bar is the fastest way to jump anywhere -- pages, symbols, or actions -- without leaving the keyboard.

Opening it

Press Ctrl + K (or ⌘ + K on macOS) from anywhere in the app. The Command Bar opens in an overlay; press Esc to dismiss without doing anything.

What you can search for

• Pages -- Type the name of any page (e.g. "earnings", "macro", "insider") to jump there
• Symbols -- Type a ticker (e.g. "AAPL", "NVDA") to open that stock's detail page
• Actions -- Common actions like "create alert" or "open watchlist"

Plan availability

The Command Bar is available on Pro and Pro Plus. On Free, the same navigation is available through the sidebar and the G-prefixed keyboard shortcuts (see Keyboard shortcuts).

Updated 2026-07-13

Workspaces

A workspace is a saved Dashboard layout. Use multiple workspaces when you want different panel arrangements for different jobs -- a tight trading-day layout, a wider research layout, a portfolio-review layout.

Creating and switching

Workspaces are managed from the workspace switcher in the Dashboard header. Add a new workspace, give it a name, drag the grid to suit, and switch between them with a single click. Layouts are saved automatically as you arrange them.

What's saved per workspace

• Position and size of each Dashboard widget at every responsive breakpoint (large, medium, small)
• The workspace name (and optional icon)

Watchlist contents, alerts, and account state are global -- not per workspace.

Plan limits

• Free -- Workspaces are not available; the Dashboard uses a single fixed layout
• Pro -- Up to 3 workspaces
• Pro Plus -- Unlimited workspaces

Resetting a layout

If a saved layout gets messy, duplicate the workspace as a backup, then drag widgets back into a clean arrangement on the original. There's no destructive "reset to defaults" button -- workspaces are yours to keep.

Updated 2026-04-28

Custom alerts

Compose multi-condition alert rules that combine price, volume ratio, RSI, SMA crossovers, and the VIX into a single trigger.

The mental model

Each alert is a named rule with up to five conditions. Conditions are joined by either AND (every condition must be true) or OR (any single condition fires the alert).

Building a rule

How evaluation works

Active alerts are evaluated server-side every 5 minutes against current market data. When all conditions are met (per your AND/OR logic), the alert fires once, then enters cooldown.

Notification channels

• In-app -- Always on. Surfaces in the notifications drawer (the bell) and the Notifications page
• Email -- Opt-in. Each alert email includes a one-click unsubscribe for that specific rule
• Browser push -- Opt-in. Desktop and mobile push notifications, even when the tab is closed. Enable under Settings → Notifications

Plan availability

Multi-condition custom alerts work on every tier. Tier-specific limits apply to how many alerts you can have active -- see Watchlists & alerts for the per-tier counts. Pro Plus also gets unusual options-flow alerts as a separate alert type.

Updated 2026-04-28

Glossary

Definitions for the financial terms, filings, and metrics that show up across Convexity.

Filings

• Form 4 -- SEC filing required when an officer, director, or 10% owner buys or sells the company's stock. Source for the Insider Flow page.
• 8-K -- Filed when a public company experiences a "material event" (earnings, leadership changes, M&A, etc.). Severity-tagged 8-Ks power the Catalyst Stocks screener preset.
• 10-K / 10-Q -- Annual and quarterly reports. The full financial statements, MD&A, and risk factors live here.
• 13F -- Quarterly disclosure required of institutional managers with over $100M AUM. Source for the 13F Tracking page.
• PTR (Periodic Transaction Report) -- Filed by members of Congress under the STOCK Act when they trade securities.

Options & flow

• GEX (Gamma Exposure) -- Estimated dealer gamma positioning across the strike chain. Where the curve crosses zero is often the "flip level" between dealers buying and selling into rallies.
• Unusual flow -- Options contracts trading at sizes or velocities materially above the symbol's recent baseline.
• Dark pool -- Off-exchange equity venues where large prints can clear without immediate impact on the lit quote.

Fundamentals

• P/E (Price-to-Earnings) -- Share price divided by trailing 12-month EPS.
• P/B (Price-to-Book) -- Share price divided by book value per share.
• EPS (Earnings Per Share) -- Net income attributable to shareholders, divided by diluted shares outstanding.
• EPS Surprise -- Reported EPS minus consensus, expressed as a percentage of consensus.
• GARP -- "Growth At a Reasonable Price." A style that filters for above-average growth with valuation discipline.

Technicals

• RSI (14) -- 14-period Relative Strength Index. Bounded 0–100; over 70 commonly read as overbought, under 30 as oversold.
• SMA (Simple Moving Average) -- Average of closing prices over N periods. The 50/200 SMA crossover (golden cross / death cross) is a long-running trend signal.
• VIX -- CBOE Volatility Index. The market's 30-day forward expectation of S&P 500 volatility, derived from option prices.

Smart money

• Cluster signal -- Multiple insiders (or members of Congress) trading the same name in the same direction within a short window. Often read as conviction.
• STOCK Act -- 2012 law requiring members of Congress to disclose securities trades within 45 days.

Updated 2026-04-28

FAQ

The questions we get asked most often.

Account & pricing

Do I need a credit card to try Convexity? No. The Free tier requires no payment information.

What's the difference between Pro and Pro Plus? Pro includes real-time data, the full feature set, and 150 AI queries per month on Sonnet. Pro Plus adds unlimited watchlists/alerts/workspaces, 1,000 AI queries on Opus, API access, backtesting, semantic search, and additional integrations. See Pricing & plans.

Can I switch between monthly and annual billing? Yes, from the Stripe customer portal at any time. Stripe prorates the difference automatically.

Data

Is the data real? Yes. Convexity uses only real data from primary public sources -- SEC EDGAR, FRED, Treasury, CBOE, USPTO, and licensed market data providers. There is no synthetic, mocked, or fabricated data anywhere in the platform. See Where our data comes from.

Is market data real-time? Pro and Pro Plus get real-time market data. The Free tier gets 15-minute delayed quotes.

AI

Does the AI give investment advice? No. The assistant provides research, education, and analysis -- not advice or trade recommendations. See What the AI can't do.

Which model does the assistant use? Free uses Claude Haiku, Pro uses Claude Sonnet, and Pro Plus uses Claude Opus for its deepest work. The Tweaks menu lets you pick any model up to your plan's ceiling; within that ceiling the assistant routes each request by task.

What happens when I hit my AI query limit? The assistant tells you you've reached your monthly quota. Quotas reset at the start of each calendar month.

Brokerage & portfolio

Can Convexity place trades? No. The Plaid connection is read-only. Convexity has no ability to place trades, move money, or modify your brokerage account in any way.

Which brokerages are supported? Anything Plaid supports for the investments product, which covers most major US brokerages and IRAs/401(k)s. If your institution isn't there, you can enter holdings manually.

Platform

Is there a mobile app? The web app is responsive and works in mobile browsers. A dedicated mobile app is not currently shipped.

Is there an API? Yes -- a documented REST API and MCP server. API access is included on Pro Plus, with higher call caps on the Developer ($99/mo) and Quant ($499/mo) tiers; webhooks and bulk export are Developer and Quant. See the API docs.

How do I get support? Free is community-supported. Pro includes 48-hour email support. Pro Plus includes 24-hour email support.

Updated 2026-07-13

Trust

A short, plain-English summary of how Convexity treats your data, money, and attention. The full legal terms live in Terms and Privacy.

Data we don't sell

We do not sell, rent, or share your personal data, your watchlists, your alerts, your portfolio, or your AI conversations with third parties for marketing purposes. We do not sell anonymized or aggregated trading data.

What we do with the data you give us

We use it to operate the product -- render your dashboard, evaluate your alerts, generate your AI responses, and meet legal/billing obligations. Subprocessors with access to identifiable data are limited to infrastructure providers (Stripe for billing, Plaid for brokerage links, Anthropic and OpenAI for AI inference, our cloud host).

Security posture

• Passwords hashed with Argon2id
• Sensitive fields encrypted at rest
• TOTP-based multi-factor authentication available on every account
• Plaid brokerage connections are read-only -- Convexity cannot trade or move money

For more detail see the Security page.

What we explicitly don't do

• No payment for order flow -- we don't route trades anywhere
• No front-running -- we don't trade ahead of users; we are not a broker-dealer
• No selling user data to advertisers, hedge funds, or data brokers
• No fabricated data -- every number you see comes from a real source with a freshness badge

What we are not

Convexity is a financial data and research platform. We are not a registered investment adviser, broker-dealer, or financial planner. Nothing in the product -- including AI output -- constitutes investment advice. See What the AI can't do.

Updated 2026-04-28

Macro dashboard

Credit, yields, commodities, currencies, and sentiment on a single canvas -- refreshed live throughout the trading day.

What's on the page

• Yield curve -- Treasury rates from 1M to 30Y, with 2s/10s and 3M/10Y inversion indicators
• Credit spreads -- IG and HY OAS over Treasuries, with regime context
• Commodities -- WTI, Brent, gold, copper, BDIY (dry-bulk freight)
• Currencies -- DXY, major pairs, crypto-USD
• Risk-on / risk-off -- A composite score combining VIX, MOVE, credit, and breadth

Sources

FRED for macro series, Treasury.gov for the curve, CBOE for VIX, with several commodity ETFs as proxies. Every number renders a freshness badge -- see Where our data comes from.

Updated 2026-04-30

Fed Watch

FOMC schedule, market-implied rate path, liquidity, and national debt. The single page where you read the policy environment.

What it shows

• Rate path -- Fed Funds futures-implied probabilities for the next 4 meetings, with the most likely path highlighted
• Liquidity stack -- RRP, TGA, and bank reserves over time -- the three levers that move risk assets
• National debt -- Total debt outstanding, debt-to-GDP, and net interest expense as a % of revenue
• Speeches & minutes -- Calendar of upcoming Fed appearances and minutes releases

FedSpeak sentiment

Each Fed speech is auto-classified into hawkish / dovish / neutral on ingestion and rolled up into a 30-day moving sentiment score. The Pro+ FedSpeak page expands this with per-speaker history and quote-level evidence.

Updated 2026-05-02

Fixed income

The full Treasury yield curve, auction results, and the major bond ETFs that retail investors actually trade.

Coverage

• Treasury yield curve -- 1M, 3M, 6M, 1Y, 2Y, 5Y, 7Y, 10Y, 20Y, 30Y
• Auction results -- recent and upcoming Treasury auctions with bid-to-cover and tail/stop
• Bond ETFs -- TLT, IEF, SHY, HYG, LQD, AGG, TIP, EMB
• Inversion indicators -- 2s/10s and 3M/10Y, with historical context

Plan availability

Fixed Income is available on every tier. Real-time pricing on Pro and Pro Plus; 15-min delayed on Free.

Updated 2026-04-28

Crypto

Top tokens by market cap with quote, volume, and exchange data sourced from CoinGecko.

What's covered

• 10,000+ tokens, ranked by market cap
• Per-coin detail page: price chart, market cap, volume, supply, exchange list, project description
• Convexity-USD pairs surface under the same Stock Detail-style chrome you'd use for an equity

What's not included

On-chain analytics (active addresses, gas, miner flows) are not yet shipped. The current Crypto page is price-and-market-cap focused.

Updated 2026-04-28

Conviction Score

A multi-factor conviction ranking that combines insider, congressional, options, and fundamental signals into a single 0–100 score per ticker.

What the score combines

• Insider conviction -- Recent open-market buys, cluster signals, and director-level participation
• Congressional alignment -- Recent STOCK Act trades and committee-relevance scoring
• Options pulse -- Unusual call activity, GEX skew, and put/call structure
• Fundamental momentum -- Revenue and EPS surprise streaks, margin expansion
• Smart-money positioning -- Net 13F adds vs. trims across tracked managers

How to read it

The score is reset and recomputed nightly. A 70+ score means the multi-factor stack is leaning bullish; below 30 leans bearish. The score is directional, not predictive -- it's a way to surface candidates worth a closer look, not a buy/sell signal. See What the AI can't do for limitations.

Plan availability

Conviction Score is part of the Pro tier. Pro Plus members can drill into per-factor contributions and historical score series.

Updated 2026-05-03

Backtest engine

Run historical simulations of a strategy against any saved screener, watchlist, or set of signal-driven entries -- with realistic slippage and commission assumptions.

What you can backtest

• Signal-based entries (insider clusters, congressional trades, GEX flips, 8-K severity)
• Fundamental rules (P/E thresholds, revenue surprise streaks, margin shifts)
• Technical rules (SMA crossovers, RSI ranges, breakout volume)
• Compositions of the above with AND/OR logic, up to 5 conditions

Outputs

• Equity curve vs. benchmark (SPY by default)
• Sharpe, Sortino, max drawdown, hit rate, average win/loss
• Trade-by-trade table with entry/exit prices and P&L
• Capture-ratio asymmetry (the Convexity Score primitive)

Plan availability

Backtest is a Pro Plus feature. Free and Pro can preview results on a built-in sample portfolio.

Updated 2026-05-03

Forecasts & Prophet

Time-series forecasting on price, volume, and macro series -- built on Facebook Prophet with the right seasonality knobs for financial data.

What it produces

• Forward 30/60/90-day point forecasts with 80% and 95% confidence bands
• Trend / seasonality decomposition (yearly, quarterly, weekly)
• Backtested model error on the most recent 90 days

How to read forecasts responsibly

Forecasts describe what the historical pattern would project if the regime persists. They cannot account for regime changes, exogenous shocks, or news -- and are not predictions of price. Treat them as a structured baseline to challenge with current information, not as a target. See What the AI can't do.

Plan availability

Prophet forecasts are a Pro Plus feature. The general AI assistant on Pro can describe forecasted ranges qualitatively but doesn't run the Prophet pipeline.

Updated 2026-05-03

Kalman stat-arb

Pair trading, lead-lag detection, and cointegration analysis with a Kalman filter that adapts the hedge ratio over time.

What you can run

• Pair search -- Scan within a sector for candidate pairs ranked by cointegration p-value and Hurst exponent
• Spread monitor -- Live z-score of a chosen pair's residual, with entry/exit thresholds
• Lead-lag analysis -- Cross-correlation lag for two related symbols (e.g. semis vs. semi-equipment)

Why Kalman

OLS regression assumes a fixed relationship -- fine for academic backtests, fragile in live trading. Kalman lets the hedge ratio drift as the relationship evolves, which matches what actually happens in markets.

Plan availability

Kalman stat-arb is part of Pro Plus, alongside the broader quant model suite (HMM regime detection, XGBoost factor engine, Prophet forecasting).

Updated 2026-05-03

Alt data hub

A single landing surface for every alternative dataset wired into Convexity -- patents, supply chain, government contracts, biotech catalysts, cybersecurity, and more.

What lives here

The Alt Data Hub is the index for every page under the Alt Data sidebar group. Each card links to a deep-dive page with that dataset's full content, sample rows, and freshness state.

Common chrome across alt-data pages

• A freshness badge showing last successful sync
• A scope picker (your watchlist, S&P 500, full universe)
• A signals tab when the dataset feeds the global signal feed
• An export button (CSV / JSON, available on every paid tier)

Updated 2026-04-28

Patent tracker

USPTO grants and applications tagged to issuer, with topical clustering and citation velocity -- a leading indicator of capex direction.

What you'll see

• Recent grants by company, with patent number, title, and topical cluster
• Filing velocity by topic (e.g. AI accelerators, GLP-1, mRNA platforms)
• Citation density -- patents cited heavily in subsequent grants surface as more meaningful
• Per-ticker history with deep links to the underlying USPTO records

Refresh cadence

USPTO publishes weekly. The Patent Tracker syncs nightly so new grants typically appear within 24 hours of publication.

Updated 2026-04-28

Supply chain & ports

Bills of lading, port congestion, and vessel positions -- the physical-flow layer underneath earnings beats and supply warnings.

Surfaces

• Supplier links -- Dependency mapping between issuers, surfaced from public BOL data
• Port congestion -- Vessel dwell, throughput, and chokepoint scores for the 11 ports we cover (LA/LB, NY/NJ, Savannah, Houston, Long Beach, Rotterdam, Shanghai, Hong Kong, Singapore, Hamburg, Antwerp)
• BDRY proxy -- Daily dry-bulk freight via the BDRY ETF (the BDIY index is Bloomberg-only)

Methodology

The full congestion methodology lives at /methodology/supply-chain-metrics -- vessel-position thresholds, dwell-time calculations, and the per-port baselines we measure against.

Updated 2026-04-28

Government contracts

Federal awards, defense spending, and procurement pipeline data sourced from USAspending.gov.

What's queryable

• Awards by company (parent and subsidiary mapped)
• Awards by NAICS sector and federal agency
• Recompete pipeline -- contracts approaching expiration
• Cluster analysis -- multiple awards to the same vendor in the same week

Note on filter shapes

The USAspending API expects naics_codes as a flat list of strings, not nested objects -- see our public engineering note on this if you're calling the API directly.

Updated 2026-04-28

Cybersecurity

CISA Known Exploited Vulnerabilities and breach disclosures mapped to vendors. First-mover signal for security and cloud names.

What's tracked

• CISA KEV catalog -- vendor-mapped, severity-ranked, with date added
• NIST NVD CVE feed -- full vulnerability records cross-referenced to issuer
• Breach disclosures -- 8-K filings flagged for breach language, linked to the underlying filing
• Vendor exposure -- per-issuer count of open critical CVEs, with patch-Tuesday context

How it feeds the signal feed

Critical CVEs and breach 8-Ks are surfaced as severity-ranked signals on the global feed when they affect a name in your watchlist.

Updated 2026-05-02

Biotech catalysts

PDUFA dates, trial readouts, and FDA events -- sourced from ClinicalTrials.gov and FDA MAUDE.

What's covered

• Phase I / II / III trial progressions, with estimated catalyst dates
• PDUFA action dates for pending NDAs and BLAs
• FDA AdComs scheduled and recent
• FDA MAUDE adverse-event signals for medical device names

Confidence and caveats

Estimated catalyst dates are based on company guidance plus historical trial timelines. Phase III readouts in particular can slip; the date is a best-effort target, not a binding schedule.

Updated 2026-04-28

Research workspace

A unified surface for thesis development -- analyst notes, narrative threads, and a report builder that stitches them together.

What you can do

• Living analyst notes -- Standing AI coverage on the top 100 US large-caps that updates as filings land
• Your thesis -- Layer your own thesis on top of a name; the system flags evidence for or against it
• Narrative threads -- Pin signals, filings, and notes into a chronological thread per ticker or theme
• Report builder -- Assemble the above into a one-click research memo, exportable as PDF or Markdown

Plan availability

• Free -- Read-only access to public Living Analyst Notes
• Pro -- Personal thesis, narrative threads, basic report builder
• Pro Plus -- Full report builder + Deep Research integration

Updated 2026-04-30

Deep Research

Long-form Opus reports -- multi-source synthesis, cited throughout, written for a human who has an hour to read instead of a minute.

What you get

A single report runs Opus across the relevant alt-data tables, recent filings, news, live web research, and your thesis (if any). Output is a memo with inline citations, structured sections (Thesis · Bull case · Bear case · Catalysts · Risks · Quick takes), and a one-paragraph executive summary at the top.

Where to run it

Deep Research runs from Studio. Finished reports land in your Studio library, where you can reopen them and keep them attached to the ticker or thesis they were run for.

How long it takes

Runs usually finish in 30 to 90 seconds. The report streams as it generates so you can start reading immediately.

Plan availability

Pro Plus includes 20 reports a month and Quant includes 50; Developer includes 20. Free and Pro don't get a monthly allotment but can run Deep Research by spending research credits -- one credit per report.

Updated 2026-07-13

Trade journal

A log of your buys and sells with attached thesis notes, exit criteria, and post-mortem fields. Good trades are the ones you can explain.

How entries land

• Plaid sync -- Trades from connected brokerages auto-populate the journal as they settle
• Manual entry -- Add trades by hand for accounts Plaid doesn't cover
• Paper trades -- Mark a trade as paper to track it without affecting your real-portfolio metrics

What you can attach

• Thesis (free-form note, with Markdown)
• Exit criteria -- the specific conditions that should trigger a sell
• Tags (sector, signal source, conviction)
• Post-mortem on close -- what worked, what didn't, what to remember

Plan availability

Trade journal is included on Pro and Pro Plus. Free tier sees the journal for paper trades only.

Updated 2026-04-30

Position sizer & margin stress

Size positions deliberately. Stress-test your portfolio against historical drawdowns before you put on size.

Position sizer

Inputs: account equity, max risk per trade (% of equity), entry price, stop price. Outputs: share count, dollar risk, position weight. Supports both fixed-stop and ATR-based sizing.

Margin stress

Re-prices your portfolio against historical drawdown scenarios -- 2008, 2020-Q1, 2022 rate shock, single-day VIX spikes -- and shows the resulting equity, margin used, and forced-sell distance. Useful before you lever up.

Plan availability

Both tools are included on Pro and Pro Plus.

Updated 2026-04-30

AI behavior

Operational details for how the AI assistant runs -- which models, how context is composed, how tools are called, and what happens when something fails.

Models by tier

• Free -- Claude Haiku
• Pro -- Claude Sonnet
• Pro Plus -- Claude Sonnet for chat and Claude Opus for deep research and thesis work; you can pin a specific model per session from the Tweaks menu

Your plan sets the most capable model available to you. Within that ceiling the assistant routes each request to a faster or deeper model based on the task, so a quick lookup and a multi-step research question don't burn the same compute. Convexity uses Claude (from Anthropic) as the primary model family, with OpenAI as a fallback for availability.

Context composition

Each conversation includes a system prompt that describes the assistant's role, constraints, and the freshness state of relevant data. Within a single conversation, prior turns are carried forward so you can ask follow-ups without restating context.

Tool calls

The model invokes tools using Anthropic's tool-use protocol. Tool definitions live server-side; results are returned as text summaries that the model uses to ground its response. The full list of available tools is documented in How tools work.

Streaming

Responses stream token-by-token to the UI. Tool calls are rendered as labeled steps inline, so you can watch what the model is fetching as it happens.

Output formatting

The assistant uses Markdown for structured responses -- headings, lists, tables, and code blocks. Tickers are rendered as monospace text. Numeric responses prefer plain digits over scientific notation.

Fallback behavior

If the primary model provider returns an error or times out, the assistant retries with the OpenAI fallback for the same tier. If both are unavailable, the assistant returns a polite failure message rather than a fabricated response.

What's never shown to the model

• Your password or authentication credentials
• Other users' data of any kind
• Brokerage credentials (those are held by Plaid, not Convexity)
• Stripe payment details

Updated 2026-07-13

Signal floor

One live console that pulls the day's most consequential disclosure signals into a single, auto-refreshing feed.

What it aggregates

The floor merges four real feeds into one normalized stream: insider Form 4 cluster buys, congressional trades, high-severity 8-K filings, and upcoming earnings. Every row is built only from fields already in those payloads -- no fabricated dollar figures -- and deep-links back to the source surface.

Working the feed

• Live auto-refresh every 30 seconds, with a pause toggle to hold the view still
• Facets for source, severity, time window, and watchlist-only, doubling as one-click filters
• A signal-volume history and most-active-ticker rollups off the same feed
• Per-row dismiss and per-ticker mute

Plan availability

The page is open to everyone, but what you see is shaped by tier. On Free the insider feed is 24-hour delayed and the congressional and 8-K feeds are Pro-only, so a free user sees delayed insider activity and the earnings calendar. Pro and Pro Plus get the full realtime four-source floor.

Updated 2026-07-13

Document search

Search across earnings-call transcripts, 8-K filings, and press releases from one box -- by keyword or by meaning.

Three modes

• Exact -- Full-text search with operators: quoted phrases, -exclude, and OR
• Hybrid -- Blends full-text with semantic ranking, so a concept match surfaces even when it shares no keywords
• Semantic -- Meaning-only search across press releases

Scoping and results

Filter by source (press releases, transcripts, 8-K) and optionally scope to a ticker. Results come back as highlighted snippets with a freshness badge, so you can see how current the underlying corpus is.

Plan availability

Document search is a Pro feature.

Updated 2026-07-13

Mimir exposure ontology

A browsable, graded graph that connects real-world signals -- events, mechanisms, entities -- to the securities they touch, with a receipt behind every edge.

How it's laid out

• Entity rail -- Sources by class, transmission mechanisms, securities, and live events
• Neighborhood graph -- A deterministic canvas of how a name connects to the signals around it
• Dossier -- The receipts: every edge's basis, source, asserted date, and human note

Causal paths

Beyond the base graph, Mimir traces causal paths -- how a disruption propagates from a source to an exposed security -- and a change view that diffs the graph over time. Causal paths are a Pro layer; the base ontology is open to any signed-in user.

Methodology

The full disruption-intelligence method is documented at /methodology/mimir.

Updated 2026-07-13

Heimdall home

The world today, through your book -- the live situations touching the names you hold, ranked by how much of your exposure they put at risk.

What it shows

• Situation rows for events touching your held names, ranked by dollar exposure
• An exposure-by-mechanism map -- where your risk concentrates (a Pro layer)
• Your layer -- saved pins you want to keep an eye on

Plan availability

Everyone signed in sees the shape -- which situations touch which names. Pro unlocks severity, dollar exposure, and the mechanism map. Deeper price-impact and revenue-at-risk history are a later phase.

Updated 2026-07-13

Atlas & Situations

A live global watchfloor -- an interactive map that fuses real-world event feeds and maps them onto company and book exposure.

Atlas

Atlas layers aviation traffic, maritime chokepoint stress, geopolitics, weather and natural-hazard feeds (seismic, fire, volcano, cyclone, severe-weather alerts), satellites, submarine cables, and cyber blast-radius onto one map. Draw your own regions, and use the time scrubber to replay how a situation developed hour by hour.

Situations

A "situation" is a cross-domain cluster of co-located anomalies that the detection engine has promoted into something worth watching. Each one drills down to its evidence trail and activation chain, with an on-demand AI brief that summarizes what's happening and who's exposed.

Updated 2026-07-13

Generative Grid

Ask the same set of questions across a basket of companies and get a cited answer in every cell -- a research table the AI fills in for you.

How it works

Assemble a grid of tickers (the columns) and questions (the rows), then run it. Each cell is answered from that company's earnings calls, 8-K filings, and recent 10-K / 10-Q reports, with the underlying sources one click away. Build and save grids from the builder, then re-run them as new filings land.

Plan availability

Generative Grid is a Pro Plus feature.

Updated 2026-07-13

Studio

Living research reports -- a report that re-runs itself when its sources move, instead of going stale the moment you save it.

What makes a report "living"

A Studio report is a stack of bound queries, not a snapshot. When an upstream source changes, the report re-grounds and accretes a new immutable version. The version diff produces a materiality grade (none, low, medium, high) with plain-language callouts like "Citations 12 to 18," so you can see at a glance whether anything worth your attention actually changed.

The library and change feed

• Start a report for a ticker, a whole-book "Book Watch", or a Deep Research run
• The Engine change feed surfaces which reports moved something material, and when
• Re-ground on demand, or let scheduled and data-triggered re-runs keep reports current
• Share a frozen public receipt link of any report

Plan availability

Studio is a Pro feature. Deep Research runs from the Studio library and is a Pro Plus benefit (Free and Pro can run reports by spending research credits).

Updated 2026-07-13

Options Lab

The options-analytics workbench -- chain, volatility, Greeks, spreads, and backtesting in one place, over real options data.

The tools

• Chain -- Live option chain with an IV smile and a dense calls / strike / puts table (Greeks, open interest, expected move)
• IV Surface -- Days-to-expiry by strike implied-vol heat grid with skew and term-structure lines
• Volatility Lab -- Single-name IV rank, skew, term structure, and implied-vs-realized
• Greeks Scanner -- Scan the universe by Greek exposure (gamma, theta, vega, and lotto presets)
• Earnings IV Crush -- Per-name earnings IV-crush curve and premium-richness gauge
• Spread Builder -- Price 1-to-8-leg structures with a payoff diagram, breakevens, and combined Greeks
• Strategy Optimizer -- Describe a thesis and rank candidate structures by probability of profit and expected value
• Backtest & Saved Runs -- Test a strategy across history (equity curve, drawdown, per-trade log) and save the runs

Plan availability

Options Lab is a Pro feature (Free is not included). The backtesting surfaces -- Backtest, backtest depth, and saved runs -- are Pro Plus.

Updated 2026-07-13

Graph Anything

A multi-metric charting workbench -- overlay tickers and fundamentals on one chart, even when they live on wildly different scales.

What it does

Pick up to six tickers and up to six metrics, and Graph Anything plots them together, indexed to 100 at the start of the window so a revenue line and a P/E ratio can share one axis. The metric catalog only offers fields that actually have synced history, and gaps are labeled rather than faked.

What you get

• Overlay multiple tickers against fundamental and macro metrics
• Range presets (1Y / 3Y / 5Y / MAX) with quarterly or annual grain
• Indexed-to-100 comparison so mixed-magnitude series line up
• A per-series table of first, last, total return, and sample size over the window

Updated 2026-07-13

Peers

Compare a company to its peer set two ways -- by fundamentals and by how tightly the names move together.

Two lenses

• Fundamentals -- A head-to-head comps matrix: valuation multiples, margins, growth, quality, and factor exposure across the peer set
• Co-movement -- A correlation board showing how closely each peer tracks the anchor's daily returns over a chosen lookback

Working with it

Set the anchor ticker, switch lenses, and the view state travels in the URL so you can share it. Every number is sourced.

Updated 2026-07-13

Seasonality

A month-by-year heat matrix of a ticker's historical returns, so you can see whether a name carries a recurring seasonal pattern.

What it shows

• A month-by-year grid, each cell shaded by that month's actual return, with a per-month average row
• Strongest and weakest months ranked, with the sample size behind each
• A per-month win-rate ledger
• A read on the current month historically, with the in-progress month flagged and excluded from every stat

Updated 2026-07-13

Filing Tables

The structured tables pulled out of a company's 10-K and 10-Q filings, rendered as spreadsheets with a source link behind every cell.

What it does

A left rail lists every extracted table for a ticker; the right pane renders the selected one period by period, with a trend sparkline on any row that has at least two comparable numbers. A provenance ribbon traces each table back to the filing it came from, with links to the source document.

What you get

• A per-ticker library of extracted tables, tagged by form type and period
• A period-by-period grid with year-over-year deltas and row trend sparklines
• Deep links to the underlying SEC filing and primary document

Plan availability

Filing Tables is a Pro feature.

Updated 2026-07-13

Earnings & transcript research

Three Pro surfaces over the earnings-call and filings record: a per-symbol earnings cockpit, a transcript reader, and a cross-company term search.

Earnings War Room

A per-symbol cockpit for an earnings event. A command spine carries the date, EPS and revenue consensus versus actual, a beat/miss whisper gauge, and the pre-call IV-crush window with an implied one-day move. The main pane leads with a live post-call reactions tape, then a cohort table of the focus name and its peers (implied move plus one-day and one-week reaction), and a strip of transcript flags that deep-link into the reader.

Transcript Reader

A speaker-tagged reader for earnings calls. Pick a quarter and the call is split into speaker turns, beside a management-tone gauge and extracted key quotes. Tone is a transparent bull/bear cue-word tally over the actual text, not a model guess.

Topic Timeline

A chronological term search across earnings-call transcripts and 8-K filings. Enter a word or phrase, optionally scoped to a ticker or a watchlist, and get every indexed mention newest-first with a highlighted snippet that links to its source document.

Plan availability

All three are Pro features. War Room and the Transcript Reader work per symbol; Topic Timeline searches across companies.

Updated 2026-07-13

Valuation Lab

A blended fair-value read on a company -- a DCF fair value against the live price, plus a scored breakdown you can audit.

What it shows

• A DCF fair value versus spot, with the implied upside or downside
• A composite 0-100 score across five axes: value, quality, growth, analyst, and capital return
• The raw inputs behind each axis (P/E versus sector, earnings and free-cash-flow yield, ROIC, Altman-Z, consensus upside), so the verdict is auditable

Interactive DCF

For a hands-on discounted-cash-flow workbench -- assumption sliders, a football field of fair value versus price and analyst targets, and a WACC-by-terminal-growth sensitivity grid -- open the classic Valuation Lab view.

Updated 2026-07-13

Research OS

A cockpit over your Deep Research runs -- where they are, what they cost, and what they cited.

What it shows

• A run queue with live status, so you can watch a report move from requested to synthesized to published
• Per-run telemetry: source count, tokens, and spend
• A lifecycle timeline with real timestamps
• The citations each run bound, with links to the sources

Where runs start

Research OS monitors runs; you start them from Studio. Deep Research is a Pro Plus benefit, with Free and Pro able to run reports by spending research credits.

Updated 2026-07-13

Dashboards

Build your own metric boards -- pin the tickers and metrics you track into a saved grid.

How it works

The Dashboards gallery lists your saved boards; open one (or start a new one) to reach the builder, where you pin rows of ticker by metric. Metrics can be built-in fundamentals or your own custom formula, and values resolve server-side with a freshness badge.

What you get

• A gallery of saved boards with row, metric, and ticker counts
• A builder for ticker-by-metric grids
• Custom-formula metrics alongside the built-in fields

Updated 2026-07-13

More surfaces

A quick index of additional pages in the terminal that don't have a full write-up yet. Each is a real, live surface reachable from the sidebar or the command palette.

Markets & macro

• M&A Screener -- Merger-arbitrage and deal tracking
• Energy & Weather -- Oil, gas, power, and weather-driven demand
• COT Futures -- CFTC Commitments-of-Traders positioning
• Geopolitical -- Conflict, sanctions, and geopolitical risk
• Prediction Markets -- Polymarket and Kalshi event odds

Alt data

• Hiring & Labor -- Job postings, headcount, H-1B sponsorship, and layoffs
• Search Trends -- Google search-interest momentum
• Jet Tracker -- Corporate-jet flight tracking
• Squeeze Radar -- Short interest, fails-to-deliver, and days-to-cover
• Capital & Gov Desk -- Lobbying, congressional portfolios, private fundraising, subsidiaries, and CFPB complaints
• Digital Infra Desk -- Certificate issuance, transparency logs, FCC device filings, network capex, and status monitoring

More model views

The Models desk carries additional scored views alongside Conviction, Valuation, Backtest, Forecasts, and Kalman: GARP / PEG, Alpha Opportunities, Delta Scoring, FinBERT sentiment, Market Regime, Intrinsic Alpha, Risk Correlation, and the Keywords Finder.

Workspace tools

• Workflows -- Automation pipelines and recipes
• Command Terminal -- A keyboard-driven command console
• Chart Studio -- Build and export custom charts
• Data Coverage -- Per-source sync coverage and cadence
• Quote Console -- Fast multi-symbol quote lookup

Updated 2026-07-13