PLATFORM

Where the data comes from, how it moves, what happens when it breaks.

Why traders trust Convexity's data, uptime, and security.

Data sources

Data you can trust

Every number in Convexity traces back to a named, auditable source. No synthetic data, no black boxes.

SEC EDGAR

Real-time corporate filings (10-K, 10-Q, 8-K, 13F). Parsed and searchable.

Real-time

FRED

Key macro series from the Federal Reserve. GDP, rates, employment, ISM, and more.

Daily

CBOE

VIX, options analytics, put/call ratios, volatility surfaces.

Real-time

Massive (Polygon.io)

Equities, options, crypto. Historical and real-time with microsecond resolution.

Real-time

CoinGecko

10,000+ tokens, prices, volume, exchange data.

Real-time

Bureau of Labor Statistics (via FRED)

Employment, CPI, producer prices, labor indicators.

Per release

Treasury.gov

Auction results, debt figures, daily statements, yield curve rates.

Daily

House Financial Disclosure

Congressional STOCK Act disclosures. Track what legislators are buying and selling.

Per filing

Freshness & normalization

Every data point carries a timestamp and staleness indicator. Feeds are normalized to a common schema so you can cross-reference equities, macro, and alternatives in one query.

Source attribution

Every chart, table, and AI response links directly to the upstream source. Hover any data point to see where it came from and when it was last refreshed.

How data flows through Convexity
External API
SEC EDGAR
FRED
Polygon
Sync job
ARQ worker
every 2 hrs
Persistent DB
SQLite + AES
field encryption
Signal engine
Classification
cluster detection
Cache
Redis
5 min TTL
You
<100ms target
warm-read API
Built layer

Your signals, not just raw data

Other terminals show you what SEC filed. We persist every filing, classify signals across time, and surface the patterns that matter.

Insider clusters

Detect when 2+ insiders buy within 14 days — across the full S&P 500. Persisted and queryable.

Politician trades

Committee relevance scoring — trades in sectors members regulate. House disclosure filings synced daily.

8-K AI summaries

Every material event filing gets a 1-2 sentence AI summary. Persisted per filing, searchable by ticker.

Historical depth

Years of filings indexed in SQLite. Sub-second queries across the full filing history.

Cross-time signals

First buy in 6+ months, cluster detection, acceleration patterns. Signals computed from the persistent store, not raw feeds.

Signal feed

Real-time signal delivery via API and in-app alerts. Export to CSV or consume via REST endpoints.

GET /api/insider-trades/PLTR/signals
{ "ticker": "PLTR", "signals": [ { "type": "cluster_buy", "insiders": 3, "total_value": 2_840_000, "window_days": 12, "first_buy_in_months": 8, "conviction": "high" } ], "source": "sec_edgar_form4", "last_synced": "2026-04-16T06:02:00Z" }
Performance

Speed where it counts

Low latency is not a feature — it is the architecture. Every layer is optimized for the critical path from data source to your screen.

<100ms
P95 warm-read target
live p95 tracked on /status
99.9%
Uptime target
Single-server, monitored
<200ms
Screener queries

WebSocket streaming

Persistent connections push market data the instant it changes. No polling, no stale prices.

Multi-layer caching

In-memory, Redis, and CDN caches with intelligent invalidation. Hot paths never touch the database.

Edge-optimized responses

Static assets and API responses served from edge locations closest to you. MessagePack encoding cuts payload size in half.

Live system status → convexityos.com/status
Operations

Built to run, not just built to launch

Production infrastructure that keeps data fresh and the platform stable.

Background jobs

ARQ + Redis worker syncing insider trades, politician disclosures, 8-K events, FedSpeak, and buyback data every 2 hours.

Error tracking

Sentry in production — every unhandled error captured, tracked, and alerting. FastAPI and SQLAlchemy integrations.

Structured logs

JSON logging with request IDs, queryable across services. Correlation from request to database to response.

Rate limiting

Per-endpoint rate limits protect the platform under load. Slowapi + Redis with tiered limits by user plan.

Health checks

Deep health endpoint validates database, Redis, AI API availability, disk, and memory on every probe.

Atomic deploys

Git post-receive hook → timestamped release directory → symlink swap. Zero-downtime deploys on every push.

GET /api/health/deep
{ "status": "healthy", "checks": { "database": { "ok": true, "latency_ms": 2 }, "redis": { "ok": true, "latency_ms": 1 }, "ai_api": { "ok": true, "provider": "anthropic" }, "disk": { "ok": true, "free_gb": 42.1 }, "memory": { "ok": true, "used_pct": 61 } }, "version": "4.5.0", "uptime_s": 847293 }
Intelligence

AI you can audit

Frontier models, transparent routing, and full source citations. Every answer is verifiable.

Multiple providers

Powered by Anthropic (Claude) and OpenAI (GPT). Switch models per query or let the system route automatically based on task type.

Smart model routing

Every AI call carries an intent. Haiku handles lookups and classification, Sonnet runs the primary surface, Opus only fires for deep research. You never pay Opus prices for a quote lookup — and that’s why we can charge $29.

Source citations

Every AI response links back to SEC filings, earnings transcripts, or market data. Verify before you act.

AI provider isolation

AI providers (Anthropic, OpenAI) don't train on API data. Your chat history is stored in your account, encrypted at rest, and deletable at any time.

Security

Security & compliance

Production-grade security at every layer. Your data is encrypted, access is controlled, and every action is logged.

SOC 2 Type II PLANNED

Planned for 2026. Security controls already in place, formal audit not yet started.

Field-level encryption

Sensitive database fields (TOTP secrets, Plaid tokens) encrypted at rest using Fernet (AES-128-CBC with HMAC-SHA256). Per-deployment key, rotated on schedule.

TLS 1.3

All traffic encrypted in transit. HSTS enforced. Certificate transparency monitored.

Argon2id hashing

Password hashing with Argon2id. Memory-hard, resistant to GPU and ASIC attacks.

JWT refresh tokens

Short-lived access tokens with secure refresh rotation. Revocation propagates instantly.

SSO & SCIM COMING SOON

SAML 2.0, OIDC single sign-on, and SCIM provisioning planned for team tiers.

Audit logs

Immutable JSON logs for every authentication event, data access, and configuration change.

WebAuthn / passkeys

Passwordless authentication with FIDO2 hardware keys and platform passkeys. Phishing-resistant by design.

Privacy-first design

Data export and deletion on request. No third-party tracking. Your financial data stays on your device and our encrypted servers.

Privacy commitments

No data sales
No third-party sharing
No model training on your data
Full data export on request (GDPR Article 20)
Integrations

Built to integrate

Connect Convexity to the tools and workflows you already use. Programmatic access to every feature.

REST API

Full-featured JSON API with OpenAPI spec. Every view, screener, and data point available programmatically.

WebSocket

Subscribe to real-time price updates, alert triggers, and portfolio changes over persistent connections.

Alerts

In-app notifications for price alerts, volume spikes, RSI levels, and VIX triggers. Webhook delivery coming soon.

Slack & Discord COMING SOON

Forward alerts and AI summaries to your team channels. In development.

Broker integrations

Import positions and transactions via Plaid. Read-only connections to 12,000+ financial institutions.

Comparison

One terminal vs. the five-tool retail stack

Unusual Whales + Fiscal.ai + Koyfin + Benzinga Pro + Quiver

  • Five logins, five subscriptions, five settings pages
  • ~$180/month combined
  • Data siloed per app; no cross-linking
  • Each tool deep in one lane; shallow everywhere else
  • No AI layer binding them together

Convexity

  • Web, mobile, and API
  • Starts at $29/month
  • Natural-language commands
  • Open integrations and API
  • Built for 2026 workflows

The same SEC filings, options data, and macro feeds, in one app, for $29. A Bloomberg seat is $24k/yr — that's not who we're replacing.

See it running.

Launching soon. Join the waitlist for early access.