Investment research,without the noise.

Stocks, options, macro and AI research, for individual investors.

Live, no login

Today, on the record.

Not a sample: live rows from the terminal's own feeds, loaded as you read. Every line opens the filing or series it came from.

Material events

Form 8-K · SEC EDGAR

Loading the live rows

Insiders buying

Form 4 · SEC EDGAR

Loading the live rowsDelayed 24h, as on Free. Realtime on Pro

On the calendar

Release schedule · FRED

Loading the live rows

Explore the terminal

Dashboard
demo · sample data

Monday, October 12After hours

Most of your book’s loss today came from ON Semiconductor.

On today’s calendarAs of 9h ago

  1. 10:00 ETConsumer confidence
  2. 14:00 ETA Federal Reserve governor speaks

Your book

As of 2m ago
Book value$284,120
Today−$1,982−0.69%
All time+$18,440+6.94%
Holdings10

Book value each night

$286,102$263,480
Aug 31Sep 21Oct 9

Today’s move, by holding

  1. HOOD+$1,216
  2. COIN+$803
  3. MSFT+$250
  4. AAPL+$166
  5. META+$84
  6. JPM+$33
  7. LLY−$55
  8. BTC−$124
  9. NVDA−$1,040
  10. ON−$3,315

Each bar is a holding’s value times its move. Together they make the day’s figure.

Your companies

9 held · 4 followed · at the close

As of 1m ago
CompanyOn file this week52 weeksWeightToday
CoinbaseCOIN InsiderThree insiders bought $11.2M in the open market2h 6% 149.06 +4.58%
ON SemiconductorON 8-KResults, with a guidance cut and a CFO transition38m 4% 90.65 −23.66%
NVIDIANVDA InsiderThree officers sold $42.1M under 10b5-1 plans2m 22% 192.53 −1.64%
RobinhoodHOOD CongressA senator disclosed a purchase of $50K to $100K1h 8% 98.69 +5.61%
CrowdStrikeCRWD 701.09 +3.31%
ChimeCHYM 20.32 +11.22%
CircleCRCL 73.57 +6.92%
AppleAAPL 17% 230.71 +0.34%
+ Follow a ticker

Your research

2 open theses · 2 need you

As of 2h ago

Needs you

Data-center demand outruns supplyNVDA

ChallengedTwo hyperscalers guided capex flat for next year, against a call on rising spend.

HBM pricing holds through next yearMU

SignpostGross margin above 40% in Wednesday’s report

Where you left off

Answer: How exposed is Coinbase to staking rules?

Saved answerStaking was 18% of last quarter’s net revenue, and the proposal reaches only custodial staking.

3h

ON Semiconductor research notes

Research notesWatch the guide for auto inventory, not the beat.

1d

Markets

At the close

As of 1m ago
  1. S&P 500Prior close 7,357.68 7,337.81−0.27%
  2. Dow JonesPrior close 51,923.01 51,788.01−0.26%
  3. NasdaqPrior close 25,358.72 25,206.57−0.60%
  4. Russell 2000Prior close 2,422.81 2,412.88−0.41%
  5. VIXPrior close 18.89 18.38−2.70%
  6. BitcoinPrior close 59,945 59,489−0.76%

the monthwhere it spent the middle halfprior closenow

This week

Oct 12–16

As of 4h ago

Mon12Today

No reports

Tue13

No reports

Wed14

Micron$104.2B · After the close

Thu15

DraftKings$19.6B · After the close

Fri16

No reports

Sectors

As of 2d ago

Four-week return

Health CareLeading+7.4%
EnergyLeading+6.3%
FinancialsLeading+4.5%
Real EstateImproving+4.2%
StaplesImproving+2.5%
UtilitiesLagging+2.3%
CommunicationLagging+1.6%
DiscretionaryWeakening+0.2%
IndustrialsImproving+0.1%
MaterialsLagging−2.5%
TechnologyWeakening−5.4%

Fear & volatility

As of 20m ago

Divergence

Sentiment is fearful while volatility stays subdued

Fear & greed25Fear

0100

VIX18.38Calm

060
Credit
Complacent · +1.8σ
Term structure
Contango
Skew
Not held

Signals

As of 1h ago

Today

NVIDIANVDA

InsiderCluster sellHighThree officers sold $42.1M under 10b5-1 plans

2m

ON SemiconductorON

8-KItem 2.02HighResults, with a guidance cut and a CFO transition

38m

RobinhoodHOOD

CongressDisclosureA senator disclosed a purchase of $50K to $100K

1h

CoinbaseCOIN

InsiderCluster buyHighThree insiders bought $11.2M in the open market

2h

Friday

MicronMU

8-KItem 8.01Set the date of its quarterly report

3d

Movers

As of 2m ago

Gainers

Genius SportsGENI+13.97%
IntappINTA+13.58%
DraftKingsDKNG+11.26%
ChimeCHYM+11.22%
ProgressPRGS+11.20%

Laggards

ON SemiconductorON8-K−23.66%
Bloom EnergyBE−18.49%
Western DigitalWDC−13.17%
SeagateSTX−12.24%
TransMedicsTMDX−11.97%
Sample data · in the app this is your Home: your book and your companies come from your own accounts and watchlist, and every section dates its own rows.

Interactive preview · sample data, not live market data · ten screens are loaded: Dashboard, NVDA, Portfolio, Insider Flow, Mimir, AI Assistant, Studio, Options Flow, Atlas and the Screener

Demosample data · zero network callsThree steps, one research loop · everything else in the frame opens too.Watch a recorded run

Built on primary sources, not a rented feed

100+ live feeds across 20+ named upstream sources. Every surface below names the one it reads; how fresh each is lives on /status.

Direct ingestion, roughly 30 seconds behind publication. One parser feeds Form 4, 13F, and 8-K into the terminal.
Insider FlowRealtime on ProForm 4 clusters, conviction-rankedSEC EDGAR · Form 4
13F Tracking70 funds, position deltas nightly13F-HR via FMP
Congress PortfoliosSTOCK Act disclosures inside 24hHouse & Senate PTRs via FMP
Government ContractsUSAspending awards, mapped to tickersUSAspending.gov
Corporate LobbyingLDA registrations and spendSenate LDA
Patents & IPUSPTO flow by assigneeUSPTO ODP
Hiring & LaborHeadcount, postings, H-1BGreenhouse · USCIS · headcount via FMP
Biotech CatalystsPDUFA dates and adverse eventsClinicalTrials.gov · openFDA
Jet TrackerCorporate tails and M&A patternsFAA registry · OpenSky
FCC FilingsUnreleased hardware, pre-announcementFCC ECFS
Network CapExBGP and datacenter buildoutPeeringDB
CybersecurityCert transparency and breach reconCT logs · crt.sh
Port CongestionVessels and queue depthAISStream · FRED
Search TrendsDemand momentum by brandGoogle Trends
Squeeze RadarShort interest, FTDs, days-to-coverFINRA · SEC FTD via FMP
Energy & WeatherPower, crude, and storm tracksUS EIA · NOAA

The research loop

Ask. Watch the flow. Read it through your own book.

Three moves, in one window. Each one hands the next its sources.

  1. 01ReadAI research

    Is the NVDA cluster sell a red flag?

    The sale ran under a 10b5-1 plan1, and data-center revenue is still up 154%2.

    1. 1Form 4SEC EDGAR
    2. 210-K, Item 7SEC EDGAR

    Ask, and check the source.

    Ask in plain language. Read calls the tools an analyst would and answers with every number tied to the filing, table, or transcript it came from.

    More on Read →
  2. 02SignalsInsider, Congress, 13F, options

    13FPTRSweepForm 4

    NVDA Form 4 cluster · 3 officers · $42.1MSEC EDGAR · 2m

    Watch the flow that moves first.

    Form 4 clusters ranked by conviction, STOCK Act disclosures inside a day, 13F changes across 70 funds, and the options tape. Every row names its filing.

    See the signals →
  3. 03Your bookConnected through Plaid

    42%NVDA
    • NVDA42%
    • MSFT18%
    • TSM14%
    • AMD11%
    • Other15%

    Form 4 cluster on NVDA, 42% of your book

    Top exposure Vessel+2.4% on your book

    Bring your own book.

    Connect a brokerage and the terminal reads the market through your holdings: exposure ranked by what moves your positions, and alerts on the names you own.

    More on Exposure →

Illustrative composites. Live answers, rows, and books are in the terminal.

Your cited data, in any AI agent

The terminal is also a platform. The Developer tier ($99/mo) is everything in Pro Plus, plus the programmatic stack.

one 8-K accepted upstream
every door returns
{"data": { … }, // your rows"meta": { // the citation"source": …, // where it came from"data_as_of": …, // newest row"last_sync_at": …, // our last pull"sync_status": … // feed health}}
  • you ask, on your own schedule

    REST API

    100,000 calls a month on Developer, on whatever schedule you keep

    • GET /api/v1/quote/{ticker}
    • GET /api/v1/quote/history/{ticker}
    • POST /api/v1/screener
    • GET /api/v1/convexity-score/{ticker}
  • your agent asks, mid-answer

    MCP server

    38 read-only tools inside any MCP-capable agent, every answer dated

    • get_insider_trades
    • search_eight_k_filings
    • get_convexity_score
    • get_why_path
  • we push, when it happens

    Webhooks

    signed deliveries within 5 minutes of acceptance, with a log per endpoint

    • filing.new
    • filing.press_release
    • investor_deck.new
    • convexity_score.updated
  • a job you start

    Bulk export

    take your data with you, as a job you can poll and download

    • edgar_filings
    • earnings_transcripts
    • press_releases
    • convexity_scores

Illustrative responses · the names are real, the values composed · every payload carries its source and as-of

Read the MCP and API docs →

Pricing

Published prices. No sales calls.

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FreeFreeForever, not a trial.

Real, not a trial. Delayed quotes, one watchlist, 10 AI queries.

Start free
Pro Plus$79/ month$790 billed annually

The whole stack: quantitative models (Kalman, HMM, Prophet, XGBoost), 20 deep-research reports/mo on Opus.

See Pro Plus

Developer ($99) and Quant ($499) add the REST API, the MCP server, webhooks, and bulk export. Every plan, every cap →

Security, stated plainly

The controls that exist today, and the one that does not exist yet.

TLS 1.2+ in transitTLS 1.3 preferred; every request, every domain
HSTS enforcedNo insecure fallback, ever
AES-256-GCM field encryptionSensitive fields encrypted at rest
Argon2id password hashingMemory-hard, OWASP parameters
WebAuthn passkeysPhishing-resistant FIDO2, a complete factor
GDPR Article 17 erasureFull erasure, upstream tokens revoked at the vendor
Not yet

Convexity is not SOC 2 certified. Evaluation is planned alongside multi-seat launch; a single-operator audit today would be theater. The full posture, including what we don’t do, is on the security page.

From the founder

Filings, fundamentals, flow, macro, and alt data behind one login, with an AI that can read across all of it and cite the source on every claim. It’s the tool I want at my desk in the morning.

GarrettFounder, ConvexityRead the full note

Latest dispatch

An immense empty waiting hall at night, long rows of joined metal seats running away across a polished floor between tall pillars that rise past the top of the frame, the far end lost in darkness, with a weak amber light from the lower left catching the nearest seat frames and their reflections on the floorMarket notes

The ACA's 2027 price rise lands on full-price buyers

ACA insurers asked for a median 15% premium rise for 2027. Tax credits absorb most of it for 87% of enrollees; buyers without one pay all of it. In 2026 there were 3.1 million of them, up from 1.9 million.Read the dispatch →

Institutional grade.
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