REFERENCE

Full feature index

Every capability in the Convexity terminal, organized by category.

70+
Features
13
Categories
3
Plans

Dashboard & Portfolio

Dashboard Overview of market data, portfolio, AI insights Free
Portfolio Holdings, P&L, sector allocation, position management Free
Watchlists Track tickers with real-time quotes and price alerts Free

Analytics

Delta Scoring Quantitative scoring model for stock evaluation Pro
Peer Comparison Compare companies against sector peers on key metrics Pro
Conviction Score Multi-factor confidence rating for trade ideas Pro
Intrinsic Alpha DCF, comps, and residual income valuation models Pro+

Markets

Sectors & Intelligence Sector rotation, breadth, and market internals Free
Crypto Real-time cryptocurrency data and analysis Free
Fixed Income Bond yields, curve dynamics, spread analysis Pro
Energy & Weather Energy markets and weather impact analysis Pro

Macro & Policy

Macro Dashboard Economic indicators and regime overview Free
FRED Data Key macro series from the Federal Reserve (GDP, CPI, jobs, ISM) Free
Fed & Government FOMC calendar, rate probabilities, Fed speeches Pro
National Debt US debt monitoring and scenario modeling Free
CBO Projections Congressional Budget Office forecast data Pro
Geopolitical Global risk monitoring and event tracking Pro

Options & Derivatives

Options Flow Options order flow analysis Pro
Gamma Exposure (GEX) Market maker hedging flow visualization Pro
Options Matrix Multi-dimensional options analysis and chain visualization Pro+
COT Futures Commitment of Traders positioning data Pro

Earnings & Events

Earnings Calendar Upcoming and historical earnings with estimates Free
EOD Report End-of-day market summary and notable moves Free
After Hours Extended hours trading activity Pro
Live Events Market-relevant event tracking Free

AI & Forecasts

AI Assistant Natural language Q&A with source citations Pro
Morning Brief Personalized daily market update Pro
Command Palette Natural language commands and navigation Free
Forecasts (XGBoost) ML-powered price and trend predictions Pro+
Market Regime Hidden Markov Model regime detection Pro+
Cross-Module Synthesis AI-generated signal aggregation per ticker Pro+

Quant Lab

Statistical Arbitrage Kalman filter pair trading signals Pro+
Lead-Lag Analysis Cross-asset correlation and timing Pro+
FinBERT Sentiment Domain-specific NLP sentiment for financial text Pro+
Liquidity Engine Market microstructure and liquidity analysis Pro+
Backtest Engine Historical strategy testing with walk-forward optimization Pro · Coming soon

Research & Alpha

Alpha Opportunities High-potential trade idea generation Pro+
Research Reports AI-generated research summaries Pro
Screener Multi-factor stock screening with DuckDB engine Free

Smart Money

SEC Filings Real-time 10-K, 10-Q, 8-K tracking Free
Insider Trades Form 4 filing analysis with cluster detection Free
13F Tracking Institutional holdings and quarterly changes Free
Congressional Trades Political trade disclosure monitoring Free

Alt Data

Supply Chain Shipping and supplier network analysis Pro+
Patents & IP Patent filing activity and technology trends Pro+
Web Traffic & Dev Activity GitHub commits, web analytics signals Pro+
Hiring & Labor Job posting trends and headcount changes Pro+ · Coming soon
Port Congestion Global shipping and port delay monitoring Pro+
Factory Gauge Manufacturing activity indicators Pro+
Biotech Catalysts Clinical trial tracking, phase progression, catalyst dates Pro+
CRE Bank Tracker Commercial real estate exposure monitoring Pro+
Cybersecurity CT logs and BGP monitoring signals Pro+
Government Contracts Federal spending and contract awards Pro+
Regulatory & Legal FDA MAUDE, CFPB enforcement tracking Pro+

Collaboration (Coming Soon)

Shared Workspaces Custom dashboard layouts shared across accounts Pro+ · Coming soon
Shared Watchlists Collaborative ticker tracking Pro+ · Coming soon
Comments & Mentions Annotate tickers and share context Pro+ · Coming soon

Platform

Dark & Light Mode Full theme support Free
Customizable Workspaces Save and switch between layouts Coming soon
Alerts Engine Multi-condition alerts with in-app notifications Pro
Real-Time Streaming WebSocket-powered live data Pro
API Access REST and WebSocket APIs Pro+ · Coming soon
Broker Sync Import holdings via Plaid Pro
Mobile Responsive Full mobile support Free

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