CAPABILITY DIRECTORY

All 79 capabilities,nothing hidden behind a sales gate.

Every instrument, signal, and quantitative pipeline in the terminal: categorized by research discipline and priced in the open. 79 capabilities across 13 categories, with zero opaque tiers.

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Priced in the Open

Three plans. Predictable access.

Unlike legacy terminals that require multi-year procurement contracts and variable exchange pass-through fees, Convexity publishes every single entitlement upfront.

Free Tier$0 / mo
28 Capabilities

Full charting canvas, fundamental financial ratios, delayed market data, and standard company profiles.

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Pro (Founder Lock)$29 / mo
42 Core Capabilities

Sub-30s SEC EDGAR direct wire, Form 4 cluster conviction engine, STOCK Act PTRs, Claude Sonnet 5.5 research, and dealer GEX.

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Pro+ & Teams$79 / seat
All 80 Capabilities

Shared team research dossiers, multi-seat compliance audit trails, direct read replicas, and priority query concurrency.

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DashboardAnalyticsMarketsMacro & PolicyOptionsEarnings & EventsAI & ForecastsQuant LabResearch & AlphaSmart MoneyAlt DataCollaborationPlatform

Dashboard & Portfolio

4 features

The home surface: your book, your watchlists, and the day’s signals on one screen.

DashboardOverview of market data, portfolio, AI insightsFree
PortfolioHoldings, P&L, sector allocation, position managementFree
Issuer ExposureLook-through from your ETFs and funds to the underlying issuers you really holdPro
WatchlistsTrack tickers with real-time quotes and price alertsFree

Analytics

7 features

Scoring and valuation models that sit directly on every ticker page.

Delta ScoringQuantitative scoring model for stock evaluationPro
Peer ComparisonUnified peer set: a fundamentals matrix and a co-movement lens on one synced anchorPro
PEG RatioTrailing & forward PEG computed from FMP analyst-estimate consensusPro
Analyst Price TargetsConsensus high / low / mean targets sourced from FMPPro
Analyst GradesBuy/Hold/Sell consensus and per-analyst grade changesPro
Conviction ScoreMulti-factor confidence rating for trade ideasPro
Intrinsic AlphaDCF, comps, and residual income valuation modelsPro+

Markets

5 features

The broad tape beyond single names: sectors, crypto, rates, and charting.

Sectors & IntelligenceSector rotation, breadth, and market internalsFree
CryptoReal-time cryptocurrency data and analysisFree
Fixed IncomeBond yields, curve dynamics, spread analysisPro
Energy & WeatherEnergy markets and weather impact analysisPro
Chart StudioBuild any chart from prices, fundamentals, and 40+ FRED macro series; candlestick & heatmap renderers, embeddable cardsBeta

Macro & Policy

8 features

The policy and economy layer that sets the regime your trades live in.

Macro DashboardEconomic indicators and regime overviewFree
FRED DataKey macro series from the Federal Reserve (GDP, CPI, jobs, ISM)Free
Fed & GovernmentFOMC calendar, rate probabilities, Fed speechesPro
Economic CalendarUpcoming economic releases from the Fed forward scheduleFree
Prediction MarketsPolymarket and Kalshi implied probabilities on rates, elections, and macro eventsFree
National DebtUS debt monitoring and scenario modelingFree
CBO ProjectionsCongressional Budget Office forecast dataPro
GeopoliticalGlobal risk monitoring and event trackingPro

Options & Derivatives

4 features

Derivatives workflows in one hub, from flow reads to dealer positioning.

Options FlowOptions order flow analysisPro
Gamma Exposure (GEX)Market maker hedging flow visualizationPro
Options MatrixMulti-dimensional options analysis and chain visualizationPro+
COT FuturesCommitment of Traders positioning dataPro

Earnings & Events

5 features

Everything around the print: before it lands, and how it resolved.

Earnings CalendarUpcoming and historical earnings with estimatesFree
EPS Surprise HistoryPer-quarter actual-vs-estimate surprise with beat/miss streaks (FMP)Pro
EOD ReportEnd-of-day market summary and notable movesFree
After HoursExtended hours trading activityFree
Live EventsMarket-relevant event trackingFree

AI & Forecasts

6 features

AI surfaces wired into the same tables as every other page, with citations.

AI AssistantNatural language Q&A with source citationsPro
Morning BriefPersonalized daily market updatePro
Command PaletteNatural language commands and navigationFree
Forecasts (XGBoost)ML-powered price and trend predictionsPro+
Market RegimeHidden Markov Model regime detectionPro+
Cross-Module SynthesisAI-generated signal aggregation per tickerPro+

Quant Lab

5 features

Model-driven signals and honest testing for systematic work.

Statistical ArbitrageKalman filter pair trading signalsPro+
Lead-Lag AnalysisCross-asset correlation and timingPro+
News SentimentHeadline tone by hour and ticker, from AI labelsFree
Liquidity EngineMarket microstructure and liquidity analysisPro+
Backtest EngineHistorical strategy testing with walk-forward optimizationPro+

Research & Alpha

5 features

Idea generation, and the screeners that narrow the field.

Alpha OpportunitiesHigh-potential trade idea generationPro+
Research ReportsAI-generated research summariesPro
ScreenerMulti-factor stock screeningFree
VaultYour own documents, searched and cited alongside the public corpusPro
Filing RedlineSentence-level diff between a company’s two most recent filings of a form typePro

Smart Money

5 features

Who is actually buying: insiders, Congress, and institutions, read from the primary filings.

SEC FilingsReal-time 10-K, 10-Q, 8-K trackingFree
Insider TradesForm 4 filing analysis with cluster detectionFree
13F TrackingInstitutional holdings and quarterly changesFree
Congressional TradesPolitical trade disclosure monitoringFree
Private CapitalReg D and Reg CF fundraising activity with capital-by-sector rollupsFree

Alt Data

16 features

Signals from outside the market tape, mapped to the tickers they move.

Supply ChainShipping and supplier network analysisPro+
Patents & IPPatent filing activity and technology trendsPro+
Web Traffic & Dev ActivityGitHub commits, web analytics signalsPro+
Hiring & LaborNY-state WARN notices and Greenhouse ATS: engineering headcount as a leading indicatorPro+
Port CongestionGlobal shipping and port delay monitoringPro+
Factory GaugeManufacturing activity indicatorsPro+
Biotech CatalystsClinical trial tracking, phase progression, catalyst datesPro+
CRE Bank TrackerCommercial real estate exposure monitoringPro+
CybersecurityCT logs and BGP monitoring signalsPro+
Government ContractsFederal spending and contract awardsPro+
Regulatory & LegalFDA MAUDE, CFPB enforcement trackingPro+
Corporate LobbyingFederal lobbying disclosures tagged to issuersPro+
Retail & Reddit ChatterRetail and social attention as a sentiment signalPro+
Search InterestSearch-interest trends by brand and tickerPro+
Corporate Jet TrackingCorporate aircraft movements from ADS-BPro+
SituationsCorrelated cross-domain anomalies clustered from the Atlas map, with evidencePro

Collaboration (Coming Soon)

3 features

Shared research for multi-seat teams, planned for after launch. Nothing here ships yet.

Shared WorkspacesCustom dashboard layouts shared across accountsPro+ · Coming soon
Shared WatchlistsCollaborative ticker trackingPro+ · Coming soon
Comments & MentionsAnnotate tickers and share contextPro+ · Coming soon

Platform

6 features

The plumbing every surface shares: alerts, broker sync, and the API.

Calm dark themeOne low-glare dark theme tuned for all-day sessions; dark-only by designFree
Customizable WorkspacesSave dashboard layouts as workspaces and switch between themPro
Alerts EngineMulti-condition alerts with in-app notificationsPro
API AccessDocumented REST API + MCP server with scoped API-key auth: quotes, reference data, screener, events, and Convexity ScoreDeveloper +
Broker SyncImport holdings via PlaidPro
Mobile ResponsiveFull mobile supportFree

Every tool. One keyboard-first terminal workspace.

Test all 80 features with our generous free tier or lock in Pro founder pricing at $29/mo for life.

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