Active traders
For retail
The terminal you’ve been hacking together, in one keyboard-first workspace.
Robinhood, Yahoo Finance, FinViz, X, Discord and a spreadsheet. Convexity puts SEC filings, insider and congressional trades, news, your brokerage book and an AI that reads them in one terminal.
- $29a month for Pro, 14-day trial
- 5 minbetween EDGAR filing polls
- read-onlybrokerage sync, through Plaid
- ⌘Kpages, tickers and filings
- Quotes and chartsTradingView Free or Yahoo
- FilingsSEC EDGAR, raw HTML
- Insider tradesOpenInsider
- Congress trades@PelosiTracker_ and Capitol Trades
- Options flowUnusual Whales$50/mo
- NewsFinViz, X, Discord
- AI synthesisChatGPT, with no portfolio context$20/mo
$70+a month, seven logins
Convexitysix of the seven, one login$29/mo
Options flow is the one left out: offline in Convexity since 2026-09-24.
The morning
Illustrative, with no live figures
9:15 AM: five tabs, or one command palette.
The difference is less the subscriptions than the fifteen minutes before the bell, spent either checking tabs against each other or reading what changed.
Today
The fragmented stack
- An insider alert says a CEO bought $1.2M. You open EDGAR to see whether it was an open-market buy or an option exercise.
- Discord says calls are sweeping, so an options tool opens in a third tab.
- FinViz’s debt figure disagrees with last week’s 10-Q, so a fourth tab opens for the footnotes.
- The bell. Four tabs, nothing checked, and no sizing against what you hold.
With Convexity
One terminal
- Pre-openThe morning brief waits in the terminal: 8-Ks, insider and congressional trades, analyst moves, news and earnings for your watchlist.
- ⌘KOne keystroke finds a page, a ticker or a filing; filing search is Pro.
- AskA question about a filing is answered by Claude Sonnet, with chips to the Form 4s and 8-Ks it read.
- BookYour holdings arrive through Plaid, read-only, and the exposure view weighs each name by your position.
Inside
Cadences from the scheduler, not measured lags
One terminal, every source named.
| What | From | How often | Plan |
|---|---|---|---|
| SEC filings | EDGAR directly: 8-K, 10-K, 10-Q, 6-K, 20-F, 40-F | Every 5 minutes | Free: the latest year. Pro: the archive |
| Insider trades | Form 4s from EDGAR | Every 2 hours for the S&P 500, 06:00 to 20:00 UTC; nightly for the rest | Pro. Free runs 24 hours behind |
| Congressional trades | House and Senate filings, through FMP | Four times a day | Pro |
| Quotes and charts | FMP | Every 2 minutes | Pro. Free runs 15 minutes behind |
| News | Seven publisher feeds, plus news by ticker | Every minute | Every plan |
| Options | End-of-day chains (DoltHub) | Weekdays | Flow and GEX are offline: their source, Yahoo, was switched off on 2026-09-24 |
| AI questions | Claude Sonnet on Pro, GPT-6 Luna on Free | On demand | 150 a month on Pro, 10 on Free |
| Your brokerage | Plaid, read-only | When you sync | Pro |
A how-often is when the terminal asks, so a filing can land up to five minutes after EDGAR posts it and a Form 4 up to two hours. Plans and allowances are the pricing page’s.
Security
Read-only by design. Nothing here places a trade.
- Read-only dataPlaid reads your holdings and transactions. Nothing it is asked for can move money.
- No order routesThe terminal has no route that places or cancels an order.
- Encrypted tokensPlaid tokens are encrypted field by field with AES-256-GCM.
- Deletion revokesDeleting your account removes its Plaid connection at Plaid first.
- Plaid attestationSubmitted, with production access granted on 2026-08-27. One of its ten requirements, retention, is partly enforced.
Five tabs, or one terminal.
Filings, insider and congressional trades, news and an AI that reads them. Pro is $29 a month, and its 14-day trial needs no card.