Finance curricula teach the math. The industry moves on data platforms. Convexity gives students the real terminal — primary filings, insider flow, macro, AI synthesis — at a student price you can actually justify to yourself.
W01 — Orientation
Your coursework is rigorous. The gap isn't intellectual — it's infrastructural. The people hiring you read primary sources all day on tools you haven't touched yet. This is where that gap closes.
W02 — Syllabus
Twelve weeks, twelve primitives a working analyst should be fluent in. Each module pairs a concept with a route on Convexity where you can practice on live data. Run through the list in a term and you'll finish with a research workflow, not a stack of notes.
Skim the filing, pull XBRL line items, locate risk factors and MD&A without losing an afternoon to PDF scroll.
Try it on Convexity → /secSpot a real insider cluster. Separate 10b5-1 plan sales from open-market purchases by a CEO.
Try it on Convexity → /flowReconstruct a single name's last eighteen months from 8-K events and FinBERT sentiment deltas.
Try it on Convexity → /secNormalise financials across periods and filings. Three-period comparison without touching Excel.
Try it on Convexity → /financialsRead FOMC language shifts. Map dot-plot moves to the real yield curve.
Try it on Convexity → /macroRead the STOCK Act disclosure feed. Spot where Congress is actually buying versus what they're talking about.
Try it on Convexity → /congressUse USPTO filings as an R&D thesis tool. Velocity, assignee concentration, claim density.
Try it on Convexity → /patentsRead unusual volume, block prints, and gamma exposure. Understand the difference between the tape and the derivatives tape.
Try it on Convexity → /flowBuild a pre- and post-print playbook. Consensus, whisper, guidance, surprise history.
Try it on Convexity → /earningsDraft a memo using the AI stack. Every claim resolves to a primary-source paragraph — if it doesn't cite, it doesn't ship.
Try it on Convexity → /aiBuild a tracked universe. Wire alerts to insider buys, 8-K events, earnings beats, and unusual options flow.
Try it on Convexity → /watchlistA written long- or short-idea, using every module above. Filings, flow, macro, synthesis. One memo, fully cited.
Bring it together → /aiW03 — Reference
When the textbook introduces a concept, this is where it lives in the product. Print the table. Tape it to the wall if that's your thing.
| Concept | Where it lives on Convexity |
|---|---|
| Beta / factor exposure | /portfolio → Risk → Factor |
| EPS surprise history | /earnings |
| Analyst consensus | /research → Consensus |
| FCF yield / DCF inputs | /sec → XBRL normalized |
| Insider cluster | /flow |
| Risk-factor YoY diff | /sec → Compare |
| Sector rotation map | /macro |
| Patent velocity | /patents |
W04 — Enrollment
Free is a real tier, not a trial — delayed quotes, one watchlist, actual Haiku queries. Pro is $29 / month, less than one textbook chapter's worth. Pro Plus is for the student already writing a newsletter or running a paper book.
Free
$0
Claude Haiku · 10 AI queries / month, delayed quotes, 1 watchlist, 5 smart alerts, insider and politician trade feeds, SEC filings access.
Built for students who are still deciding if markets are their thing.
Pro — $29 / mo · $290 / yr
Claude Sonnet
150 AI queries / month, real-time market data, command palette, 10 watchlists, 25 alerts, morning brief, options flow, 2 years of history.
Less than one textbook chapter's worth. Cancel from the settings page.
Pro Plus — $79 / mo
Claude Opus
1,000 queries + 20 deep-research runs, unlimited watchlists and alerts, semantic search across filings, API access (10,000 calls / mo), 5 years of history.
For the student writing a thesis, a newsletter, or a fund.
W05 — Glossary
A handful of primitives worth knowing before the first reading. Nothing here is proprietary — these are the terms the professional world operates in every day.
W12 — Next Step
The Free tier is the whole reading room — filings, insiders, politicians, macro, ten real Haiku queries a month. If markets end up being your career, upgrade. If they don't, you learned on primary sources either way.