For retail
Robinhood, Yahoo Finance, FinViz, Twitter, Discord, an Excel sheet. Convexity replaces the stack (real Form 4 filings, congressional disclosures, options flow, Plaid portfolio sync, and an AI assistant that cites filings) for $29/mo.
Most active retail traders glue together five free tools and still miss insider buys + congressional trades. Convexity ships them as first-class data.
What you get
One is the differentiator. Five are the table stakes. Here they are in order:
Form 4 buys and STOCK Act PTRs are scored for cluster significance – multi-insider, multi-day, role-weighted. Officer-grade purchases outweigh 10b5-1 plan sales. Not aggregated by hand on Twitter, not 14 hours late, not behind someone else's paywall blog.
A cluster lands on your dashboard signal feed within seconds of the underlying filing.
Read-only sync from Schwab, Fidelity, Robinhood, Vanguard, IBKR. The AI knows what you actually hold and answers in your portfolio's context.
Jump to any view or pull up any ticker. Keyboard-first navigation across the terminal.
Claude with tool access to your portfolio, news, insider, options, earnings, snapshots, morning briefs. Citations on every answer – not hallucinated.
AI-synthesized digest of overnight 8-Ks, insider trades, congressional disclosures, analyst notes, news, earnings on deck, and pre-market moves on your watchlist.
Price, change %, volume ratio, RSI, SMA cross, VIX trigger. In-app + email delivery, with watchlist-scoped subscriptions.
The session
One terminal, four shapes. Every keystroke you'd normally fire across six tabs lives in the command palette here. SSE keeps the numbers fresh without a refresh.
How it reads
A buying cluster doesn't help if it lands in your inbox 14 hours late. Convexity ingests SEC EDGAR, clusters trades by name + window, and threads them through your AI brief.
$29/mo for Pro. 1,000 AI queries on Pro Plus. Free tier covers Luna + 24h-delayed insider + 1 watchlist of 10 tickers. No card required.