Clarity through
structure, not noise.
Evaluate macro conditions, structure investment themes, and track portfolio decisions in one unified framework.
Built for macro-aware, self-directed investors who want a repeatable decision process — not more dashboards.
Most investors have access to data. Few have a structured process.
Markets → Themes
Evaluate macro conditions
Themes → Trades
Translate signals into positioning considerations
Trades → Review
Track decisions and refine over time
MARKET OVERVIEW
^GSPC
S&P 500
5,308.15
+0.43%
^IXIC
Nasdaq
16,742.39
-0.21%
GLD
Gold ETF
483.75
+1.31%
^VIX
VIX Index
18.34
-2.10%
SHILLER PE (CAPE) · 35.2x · 96th pct
OvervaluedTHE PLATFORM
From signals to positioning considerations
Each module is part of a single decision framework — macro conditions inform themes, themes drive structured execution, decisions are reviewed, and outcomes feed back into the process.
Macro regime and market pressure
Identify market regimes using valuation, liquidity, and pressure signals. Convexly synthesizes these inputs into a structured market state.
- Regime identification across valuation and liquidity
- Market pressure synthesis from multiple macro inputs
- Signal-based interpretation, not raw chart reading
Portfolio risk in structural context
Evaluate portfolio exposure through efficient frontier analysis, factor decomposition, and risk attribution.
- Optimal allocation and efficient frontier analysis
- Sharpe, Sortino, VaR, and CVaR metrics
- Correlation analysis to surface concentration risk
Portfolio Analytics · Efficient Frontier
1Y lookbackSharpe
1.42
Max DD
-12.4%
Alpha
+3.1%
Structured investment themes
Translate macro conditions into structured investment themes with linked research, momentum scoring, and documented review cadence.
- Theme scoring with review cadence and alerts
- Evidence linking for thesis validation
- Structured conviction tracking over time
Macro Valuation Ratios
Shiller PE
35.2x
96th pct
Buffett Ind.
182%
92th pct
Gold/Silver
87.4
75th pct
Gold/NASDAQ
0.029
34th pct
Decision tracking over time
Track realized P&L, XIRR, trade reviews, and portfolio outcomes against the original thesis and market conditions.
- FIFO P&L and portfolio cash flow tracking
- Structured trade reviews tied to original thesis
- Historical record of conviction and outcomes
Performance · FIFO P&L
XIRR +23.4%| Ticker | Realized | Return |
|---|---|---|
| AAPL | +$4,820 | +18.3% |
| NVDA | +$12,340 | +42.1% |
| TSLA | -$1,240 | -8.4% |
| GLD | +$890 | +5.7% |
Total P&L
$16,810
Win Rate
78%
Best
NVDA
THE WORKFLOW
A structured decision framework
Five stages, one continuous process. Each step builds on the last, creating a documented record of conditions, decisions, and outcomes.
Evaluate Macro Conditions
Assess valuation, liquidity, and regime conditions before positioning capital.
Define a Structured Theme
Translate macro observations into scored investment themes with linked evidence.
Structure the Execution
Define entries, exits, risk levels, and invalidation conditions before execution.
Conduct the Weekly Review
Reassess conviction, update positioning, and document evolving conditions.
Track Decisions Over Time
Compare outcomes against original thesis, positioning, and market context.
GET STARTED
Decisions built on
structure, not instinct.
Convexly helps macro-aware investors structure conviction and avoid reactive decision-making.
Built for disciplined positioning, not constant trading.