REFERENCE
Full feature index
Every capability in the Convexity terminal, organized by category.
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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