Clarity through
structure, not noise.
Convexly connects macro conditions, portfolio positioning, and trade execution into a single decision framework.
Convexly is not another analytics dashboard. It is a structured framework for evaluating market conditions, aligning portfolio exposure, and tracking decisions over time.
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
Macro conditions are evaluated through regime identification, valuation ratios at historical percentile, and liquidity signals. The system synthesizes these inputs into a structured market state rather than leaving interpretation to the reader.
- Regime identification across valuation and liquidity
- Market pressure synthesis from multiple macro inputs
- Ratio-based context — Shiller PE, Buffett Indicator, Gold/Silver
- Signal-based interpretation, not raw chart reading
LIVE · Market Overview
Loading…S&P 500
5,308
+0.43%
NASDAQ
16,742
-0.21%
Gold ETF
483.75
+1.31%
VIX
18.34
-2.10%
BTC
66,777
+1.38%
DXY
97.65
+0.04%
SHILLER CAPE · 35.2x · 96th pct
OvervaluedPortfolio risk in structural context
Understanding return alone is insufficient without context. Efficient frontier analysis, factor decomposition, and risk attribution show where current portfolio exposure sits within a structured analytical framework.
- Efficient frontier with optimal weight allocation
- Sharpe, Sortino, VaR, CVaR per position
- Beta, Alpha, Tracking Error, Information Ratio
- Correlation matrix to surface hidden concentration risk
Portfolio Analytics · Efficient Frontier
1Y lookbackSharpe
1.42
Max DD
-12.4%
Alpha
+3.1%
Structured investment themes
Investment themes provide the link between macro conditions and trade execution. Each theme is structured with momentum scoring, linked research evidence, and a documented review cadence — creating a traceable connection between observed conditions and decisions.
- Theme health scoring with review cadence and alerts
- Evidence linking — track what supports or weakens each thesis
- Research library with tagging, notes, and key quotes
- Structured weekly conviction review with historical log
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
Importing brokerage data surfaces the relationship between intended and actual outcomes. FIFO realized P&L, XIRR, and structured trade debriefs accumulate into a record of decision quality over time. (Planned) personalized insights based on historical decisions.
- FIFO P&L with per-lot tax tracking
- XIRR portfolio return against your actual cash flows
- Trade debrief system — structured record of outcomes vs. thesis
- Unrealized positions and dividend history per symbol
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
Observe macro valuation ratios, liquidity conditions, and regime signals to establish the current market context before forming any position.
Define a Structured Theme
Translate macro observations into a structured thesis. Score momentum, link supporting evidence, and establish a documented review cadence.
Structure the Execution
Connect each thesis to a specific trade with a documented entry, exit, stop, and invalidation condition. Execution is planned, not reactive.
Conduct the Weekly Review
Weekly structured conviction assessment. Score each theme, log evidence, and update positioning considerations. A living record of conditions and thinking.
Track Decisions Over Time
FIFO realized P&L, XIRR, and structured trade debrief. Outcomes are compared to documented expectations, building a historical record of decision quality.
GET STARTED
Decisions built on
structure, not instinct.
Convexly provides a structured framework for evaluating macro conditions, translating them into positioning considerations, and tracking decisions over time.
Markets → Themes → Trades → Review → Results. One continuous process.