Smart analysis tool for retail investors
Stop guessing. Invest with conviction.
We're not a broker. We're the analysis tool that helps retail investors think like professionals. An 8-step conviction framework that covers quality screening, fair value estimation, scenario modeling, and asymmetry analysis for every stock, in seconds.
Not a broker. Not financial advice. A smart analysis tool.
8-Step
Conviction Pipeline
200+
Metrics Analyzed
AI-Driven
Conviction Scoring
All-in-One
Portfolio Manager
The Problem
Retail investors are flying blind
You read headlines, check P/E ratios, maybe run a DCF. But is the stock quality? What's the real fair value? What's the risk/reward asymmetry? Institutional investors have teams doing this. You have... a spreadsheet.
No conviction framework
Most tools give you data, not a decision. You're left wondering: should I buy or not?
Fragmented tools
Screener here, DCF calculator there, portfolio tracker somewhere else. Nothing is connected.
No scenario analysis
What happens in a recession? A rate cut? A bull run? You need scenarios, not a single price target.
The Framework
8 steps. Data-driven quantitative analysis.
Every stock runs through the same rigorous pipeline, from quality screening to modeled fair value ranges.
Quality Screening
ROE, ROIC-WACC spread, FCF consistency, debt levels. Only quality companies pass.
Stock Classification
Compounder, Blue Chip, Growth, Cyclical, Financial, or Speculative. Each type is valued differently.
Valuation Signals
FCF yield spread, P/E relative to history & sector, growth quality metrics.
Fair Value Estimation
PEG-based, FCF DCF, and EV/EBITDA, blended with quality premium/discount.
Scenario Modeling
Bear, base, and bull cases with probability-weighted expected values.
Asymmetry Analysis
Upside/downside ratio, expected return, risk/reward verdict.
AI Recommendation
Conviction score 1-10, rating, position sizing, and trigger points.
Buy Zone Analysis
Precise entry zones with margin of safety, from Strong Buy to Overvalued.
Full conviction analysis for NVDA: quality score, classification, scenarios, asymmetry, fair value, and buy zones.
Portfolio Tracking
Track every position with conviction-based suggestions
Real-time P&L, weight analysis, buy/hold/sell suggestions for every holding. Add positions in seconds and watch your portfolio evolve.
- Real-time unrealized & realized P&L
- Conviction-based suggestions per holding
- Multi-portfolio support
- Transaction history with buy/sell tracking
Portfolio Management
Professional-level portfolio health analysis
Health score, diversification radar, risk metrics, scenario modeling, rebalancing suggestions, and dividend income projections, all in one view.
- Health score with 4-pillar radar chart
- Scenario modeling (bear/base/bull)
- Quantitative portfolio allocation modeling
- Dividend income projections with illustrative tax estimates (not tax advice)
AI Portfolio Builder
A portfolio built for your risk profile
Take a short quiz and Convex generates a sample stock allocation aligned with your risk profile — for research purposes only, not personalized investment advice.
- Risk profile quiz (8 questions)
- Profile-filtered stock scoring
- Match score for each suggestion
- Suggested portfolio allocation
Why Convex
Not another stock screener
We don't sell stocks. We help you analyze them like a professional investor would.
| Feature | Typical Tools | Convex |
|---|---|---|
| Conviction framework (8 steps) | — | |
| Multi-method fair value (PEG + DCF + EV/EBITDA) | — | |
| Probability-weighted scenarios | — | |
| Risk/reward asymmetry analysis | — | |
| Buy zone with margin of safety | — | |
| Peer comparison with Moat Score | — | |
| Quantitative portfolio allocation modeling | — | |
| Portfolio health radar | — | |
| Basic stock screening | ||
| Price charts |
Pricing
Professional analysis. Retail pricing.
Start free. Upgrade when you need more.
Free
For curious investors getting started.
Includes ads
- 5 analyses per day
- 1 portfolio
- Conviction score & rating
- Includes ads
Investor
For active investors who want an edge.
No ads
- Unlimited analyses
- 5 portfolios
- Monte Carlo scenarios & buy zones
- 50 AI chat messages/day
- 10 AI searches/day
- No ads
Pro
For professionals who need everything.
No ads
- Everything in Investor
- Unlimited portfolios
- Unlimited AI chat
- CSV data export
- Beta AI models
- Priority support
Convex is an analysis and research tool. We do not execute trades, hold funds, or provide financial advice.
FAQ
Frequently asked questions
Ready to analyze stocks like a pro?
Join investors who stopped guessing and started using a structured analytical framework. Free to start, no credit card required.
Analysis tool only. Not a broker.