CVX · research terminal · $29 / month
See the market one move ahead.
The full terminal. Dense, calm, and warm-dark: every filing, transcript, price, and alt-data feed cross-linked on one surface, with an analyst that answers in plain language and shows its work.
Convexity, as it runs · illustrative sample
· 01 / The work
What you actually do with it.
A research seat is a sequence, not a screen: find what moved, chase it to the document, price it, and write down what you decided.
What moved, and does it matter to me?
Open on the brief and the tape: what changed overnight, which of it touches your book, and what is calendared for today.
Morning brief · Market news · Signals · Catalyst calendar
Where did that number come from?
Go from a figure to the filing it was pulled from, read the redline against last quarter, and search the transcript for what was said about it.
SEC filings · Filing redline · Filing tables · Transcripts · Document search
What is it actually worth?
Run the valuation yourself: build the DCF, check it against peers and the quality profile, and see which factors are carrying the score.
Valuation lab · DCF changes · Conviction score · Peer comparison · Quality profile
What did I decide, and was I right?
Size the position, record the reasoning while it is fresh, and let the track record grade the calls instead of your memory.
Position sizer · Trade journal · Track record · Thesis builder
· 02 / The analyst
Ask it anything. Check everything.
Most tools answer and stop. The useful part is the trail underneath: an answer whose every claim resolves to a document you can open.
The question
> why did NVDA move, and is it durable?
Quarterly revenue reached $35.08B, up 94% on a year ago, driven almost entirely by data-center demand concentrated in a handful of large customers. Durability rests on that concentration: the same filing names customer concentration as a risk, and the call was asked about it twice.
Every underlined claim carries the record it came from. An unsourced figure is withheld rather than smoothed into the paragraph, so a thin answer is a real signal that the evidence is thin.
Attached
Illustrative sample of one answer. The same trail sits under a screen, a score and a report: ask on any surface and the sources come with it.
· 03 / One amber
Signal, not noise.
A terminal that shouts about everything tells you nothing. Amber marks the one thing that changed since you last looked, and the rest of the desk stays calm.
12 instruments on the desk1 marked
· 04 / Inside the room
What is on the desk.
Convexity is organized as desks rather than a feature list. Each one is a working surface, and every figure on it carries its source.
- HeatmapS&P 500 treemap
- Sectors & IntelligenceHeatmap and rotation
- Top MoversGainers, losers, active
- CryptoCoins, DeFi, tokens
- +3 more on this desk
- Conviction ScoreSix factors into one ranked signal, 180-day horizon
- Statistical ArbKalman pairs, reversion
- FinBERT SentimentSentiment from text
- Price ForecastsForward price paths
- +4 more on this desk
- SEC FilingsEvery EDGAR filing
- Transcript ReaderCalls, speaker-tagged
- SubsidiariesStructure from Exhibit 21
- Regulatory FilingsCFPB complaints
- +1 more on this desk
- Options FlowUnusual sweeps and blocks, as they print
- Gamma ExposureDealer gamma by strike
- COT FuturesCFTC positioning, weekly
- ResearchWorkspaces, notebooks, and cited reports
- StudioLiving reports, what moved
- ScreenerFilter the universe
- DashboardsCustom data boards
- +1 more on this desk
- Alt Data HubAll alternative datasets, one entry point
- Patents & IPUSPTO grants and IP
- Hiring & LaborPostings and layoffs
- Biotech CatalystsTrials and FDA dates
- +5 more on this desk
- Macro DeskRates, the Fed, and the real economy on one desk
- FRED DataAny Fed data series
- Fed & GovernmentRate-cut odds and debt
- Fed SpeakHawkish vs dovish, scored
- +3 more on this desk
- Signal FloorEvery live cluster and alert in one stream
- AlertsRules that watch the market for you
- NotificationsAlert and mention inbox
- MimirWorld events to exposed securities
- +4 more on this desk
Optera is pre-launch. Surfaces open as each one is ready, so this lists what the room is built to carry rather than a launch-day checklist.
· 05 / What it draws on
Where the numbers come from.
Filings and disclosures, read at the source. See the group.
Quotes, the corporate wire, and the options tape from markets.
The alt-data groups: Washington, the physical world, and the open internet.
· 06 / How it proves
Sourced, or withheld.
Ask the analyst anything and the answer arrives with its sources attached.
The seam runs under all four rooms. See what every number owes you, and the source registry for every feed behind it.
· 07 / The other rooms