Product

Every angle of every ticker.
One data layer, many lenses.

Equities, options, macro, eight alt-data feeds, and an AI analyst that cites its sources — in one workspace, from $29/mo.

What's inside
$29/mo to start vs ~$180/mo across Unusual Whales, Fiscal.ai, Koyfin, Benzinga Pro, Quiver See the comparison →
Flagship

The six things you'll use every session

Morning brief, keyboard-first command palette, ticker synthesis, living analyst notes, smart-money flow, and an AI assistant that cites its sources. Each one is live today.

Morning brief

Your market day starts here

An AI-generated brief of overnight moves, pre-market signals, macro events, earnings on deck, and portfolio-specific risk flags — synthesized into a 2-minute read.

Morning brief · Apr 15
Market snapshot
SPY +0.4% pre-market
VIX 16.2 −1.8
Key events
Earnings NVDA reports after close. Implied move ±7.2%.
Insider PLTR CEO bought $892K open market — 3rd cluster buy this month.
Macro CPI print at 8:30 ET. Consensus 2.4% YoY.
Illustrative · Real briefs source SEC EDGAR, FRED, CBOE
Command palette

Talk to your terminal

Press Ctrl+K and type what you need in plain English. Jump to any view, pull a chart, run a screener, or ask the AI a question. Keyboard-first.

compare NVDA vs AVGO margins AI
Compare NVDA vs AVGO gross margins Enter
Go to NVDA fundamentals
Screen for high-margin semis
Ticker synthesis

Every ticker tells the full story

Hover any ticker to see live price, insider transactions, options flow signals, news sentiment, and AI synthesis in one card. No tab switching. No context loss.

Ticker card
NVDA $892.40 +2.3%
Insider
$14M sold
Options
GEX +$2.1B
Sentiment
Bullish 72%
Consensus
$1,050 avg PT
AI: Strong positioning into earnings. Insider sales are scheduled 10b5-1, not discretionary. Options market pricing ±7.2% move.
Illustrative · Real cards source SEC EDGAR, CBOE, Polygon
Living analyst notes

Full S&P 500 coverage, kept fresh

Every S&P 500 ticker ships with an analyst note: thesis, bull case, bear case, financial position, catalysts, risks. Sections update as filings, earnings, and signals land — never a one-shot blob. Every claim links back to the source filing so you can verify before acting.

Analyst note · NVDA · updated 2h ago
Thesis
Blackwell ramp is pacing ahead of expectations. Hyperscaler capex guidance supports another two quarters of >50% data-center growth. 10-K FY25 · Mar 2026
Bull case
Custom ASIC competition priced in; software moat (CUDA) remains durable.
Bear case
Insider sales accelerating (10b5-1 but size is new). China export risk unquantified in latest filing.
Illustrative · 502 tickers covered · Re-scans on every 10-K, 10-Q, 8-K
Smart money flow

Insiders, Congress, and 13F filers — one feed

Three smart-money sources in a single searchable stream. Cluster detection flags when multiple insiders buy the same week or when a congressional disclosure lines up with a committee vote. Every row shows who, how much, and what they knew when.

Smart money · last 7 days
Insider cluster · 2d
SMCI 3 officers bought $4.2M open-market. Conviction: high.
Congressional · 3d
LMT Rep. disclosed $50K–$100K buy. Filed 4 days after Armed Services markup.
13F new · 6d
META Bridgewater initiated 420K-share position. Sector: communication services.
Illustrative · SEC Form 4, congressional disclosures, 13F filings
AI assistant

Your analyst, always on

Ask portfolio questions, run scenario analysis, compare companies, or get earnings summaries. Powered by Claude. Every answer cites its sources so you can verify before acting.

AI assistant
You:
Compare NVDA and AMD free cash flow yield over the last 4 quarters
Claude:
ticker.compare('NVDA', 'AMD', metric='fcf_yield')
Quarter
NVDA
AMD
Q1 '26
3.8%
1.9%
Q4 '25
3.2%
2.1%
Illustrative response · Real queries cite SEC filings
Interactive

Every angle, one ticker

The same platform, four lenses on the same name. Tap through to see how Convexity frames a single position across filings, insiders, patents, and options.

TickerAAPL
Latest 8-K
Mar 28, 2026 · Item 2.02 — Results of operations
Tone shift
+0.18 vs last 4 quarters · Services guidance strengthened
10-Q trend
Gross margin expansion — 46.2% (up 80 bps y/y)
Risk factors
2 new additions — AI infra capex, EU DMA compliance cost
Preview — data shape, not live values · Source: SEC EDGAR
A day in the terminal

Every hour has a surface

Click any moment to see which part of Convexity you'd have open. Same platform, different lens, all day.

Morning brief + command palette

Catch up in 2 minutes, without 8 tabs.

AI-synthesized brief: overnight moves, earnings on deck, macro events, portfolio risk flags. Cmd-K to jump to any ticker that caught your eye.

  • Morning brief (AI) with citations
  • Economic calendar & pre-market movers
  • Overnight 8-Ks, insider filings, 13F deltas
Brief · Apr 18
Pre-market
SPY+0.4%overnight
VIX16.2−1.8
Earnings NVDA after close · implied ±7.2%
Macro CPI 8:30 ET · consensus 2.4% YoY
Research

Every angle on a ticker, one screen

Fundamentals, insiders, options, sentiment, and AI synthesis — pulled from the same data layer, cross-linked, and cited.

Fundamentals

Income statements, balance sheets, cash flow, key ratios, and historical trends. Auto-compared to sector peers.

Insider flow

SEC Form 4 filings, cluster buys, congressional disclosures, and insider scoring ranked by conviction.

Options positioning

Options chain, gamma exposure (GEX), put/call skew, and open interest analysis.

Sentiment

Analyst revisions, news sentiment scoring, and FinBERT NLP classification across filings and news.

AI synthesis

One-click AI summary combining fundamentals, technicals, flow, and sentiment into an actionable thesis with source citations.

Monitor

Portfolio, alerts, and risk — live

Track P&L, set threshold alerts, and stress-test your book against rates, vol, and correlation regimes in real time.

Portfolio dashboard

Live P&L, sector allocation, concentration alerts, and dividend tracking.

NVDA142 sh+$4,280+3.4%
PLTR500 sh+$1,150+2.1%
SMCI80 sh−$620−1.8%

Smart alerts

Set alerts on price thresholds, volume spikes, and technical levels. In-app notifications with email and push delivery coming soon.

Active rules
NVDA > $900 → notify
SPY change > 2% → notify
VIX > 25 → notify

Risk engine

VaR, beta exposure, correlation matrix, drawdown analysis, and stress-test scenarios.

NVDA
AVGO
SMCI
NVDA
1.00
0.82
0.71
AVGO
0.82
1.00
0.56
SMCI
0.71
0.56
1.00

Workspaces COMING SOON

Named layouts per strategy. Switch between day trading, macro, and portfolio views in one click.

● Day trading 4 panels
○ Macro overview 6 panels
○ Portfolio risk 3 panels
Discover

Screens, flow, and signals that find ideas

Multi-factor screener, unusual options flow, and alpha signals that combine fundamentals, technicals, and alternative data.

Advanced screener

Multi-factor screening across fundamentals, technicals, flow, and alternative data.

Filters: P/E < 25, FCF yield > 3%, insider buys > 0
PLTRP/E 22.1FCF 4.2%3 buys
AVGOP/E 19.8FCF 5.1%1 buy

Unusual options flow

Unusual activity feed scanning options flow. Filter by sector, expiry, premium, and sentiment.

NVDACall$950 Jun$2.4M
SMCIPut$40 May$1.1M
PLTRCall$30 Jul$890K

Alpha signals

Earnings momentum, fundamental scoring, and multi-factor opportunity detection across your watchlist.

StrongMomentum breakoutAVGO
NewInsider clusterPLTR

Thread-driven ideas Coming soon

Narrative threads will surface trade ideas from thematic convergence across news, filings, and data.

AI chip demand acceleration
4 signals · NVDA, AVGO, SMCI, TSM · Updated 2h ago
Macro

FRED, yields, Fed, and regime — live

Every major macro series streamed from FRED, charted on demand, tied back to the tickers in your book.

FRED data

FRED integration covering GDP, CPI, unemployment, ISM, housing starts, and other key macro series with interactive charting.

Yield curves

Live Treasury yield curve, spreads, inversions, and historical overlays. Forward rate expectations in real time.

Fed and government

FOMC calendar, rate probabilities, Fed speeches with NLP analysis, and Treasury auction data in one view.

Geopolitical

Conflict risk indices via GDELT, trade policy news monitoring, and regional risk scoring.

Market regime

Volatility regime detection, risk-on/risk-off indicators, breadth analysis, and correlation regime shifts.

Alternative data

Eight feeds most terminals don't have

Congressional trades, supply chain signals, biotech catalysts, federal contracts, CVE exposure, CRE stress, and regulatory filings — standardized, queryable, cited.

Supply chain

Port congestion scoring via Baltic Dry Index, supplier network mapping, and logistics disruption signals.

LA·LB ports · congestion 2.1x vs 30d avg

Patents MIGRATING

USPTO patent filings by company and technology clustering. Transitioning to new USPTO Open Data Portal.

NVDA · 47 new grants in Q1 · AI/accelerator cluster

Hiring trends COMING SOON

Job posting trends by company and sector. Real ATS integration in development.

META · AI-eng listings +38% QoQ · infra +22%

Biotech catalysts

Clinical trial tracking via ClinicalTrials.gov, phase progression, and estimated catalyst dates.

VRTX · Phase III readout est. May 14 · on schedule

Govt contracts

Federal awards, defense spending, and procurement pipeline from USASpending.gov.

LMT · $1.2B DoD award · F-35 sustainment FY26

Cybersecurity

CVE vulnerability tracking via NIST NVD, vendor exposure mapping, and cyber-risk scoring.

MSFT · 3 critical CVEs open · patch Tuesday pending

CRE and banking

Commercial real estate delinquency, bank stress, regional exposure.

CRE delinquency · 1.98% · +18bp vs Q4

Regulatory

SEC EDGAR full-text search, enforcement action tracking, and regulatory filing analysis.

SEC enforcement · 24 new actions this wk · crypto 9
Teams

Coming later in 2026

Shared workspaces, shared watchlists, comments, activity feed, role-based access, and SAML SSO. Today Convexity is built for individuals; the team layer lands later this year.

Start reading the market differently.

Launching soon. Join the waitlist for early access.

Launching soon · Join the waitlist for early access