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About ConvexValue
What is ConvexValue?
ConvexValue is a market and options analytics platform that combines a financial analytics terminal with an AI-powered builder called cvforge. It lets you either use ready-made dashboards or create custom market tools, scanners, and charts using natural language with AI agents like Claude, Codex, or Cursor.
What problem does it solve?
It eliminates the complexity of managing multiple data vendor accounts and API keys by wiring market data directly into cvforge. Traders and analysts can access real-time options data, fundamentals, and historical prices without writing complex code or juggling data sources.
Who is it for (and not for)?
It is ideal for options traders, quantitative researchers, and financial analysts who want affordable, customizable market analytics. It is not for casual investors seeking basic stock charts or those needing a full institutional terminal like Bloomberg.
Use cases
Create a real-time options screener to find high-volume contracts, build a custom fundamental dashboard for stock research, or automate market scanning with AI-generated workflows. With the free plan, you can test it with limited data requests before upgrading.
Key features
- Real-time Options Snapshots — Get fair value, volume, open interest, Greeks, and implied volatility for all U.S. options.
- 13 FMP Data Packages — Access prices, fundamentals, filings, estimates, ownership, macro, and news in one place.
- AI Builder (cvforge) — Build custom dashboards, scanners, and charts using natural language with your preferred AI agent.
- No API Keys to Manage — Data is pre-wired, so you don't need separate vendor accounts or API keys.
- Personal API Key — Get programmatic access to the cvforge data API for advanced automation.
- Options Historical Data — On higher plans, access aggregated OHLC and volume data for all U.S. options.
SaaSpartout Score
7.6
/10
Editorial score from our review methodology — not user ratings.
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ConvexValue Pricing
ConvexValue pricing: from $29.99/mo.
For comparison: the median starting price in Analytics & Data is $39/month, measured across 274 tools we track. See the full SaaS Pricing Index →
Free
$0 forever, no card required. Includes 20 data requests/hour, download cvforge, 13 FMP data packages, real-time options snapshots, and AI agent compatibility.
Go
$29.99/month, billed monthly, cancel anytime. Includes 1,000 data requests/hour, all Free features, personal API key for programmatic access, and options historical data (aggregated OHLC).
Research
$59.99/month, billed monthly, cancel anytime. Includes 50,000 data requests/hour, all Go features, plus options historical data (aggregated OHLC) for all U.S. options. Recommended for serious research.
All plans are licensed for personal use, include the same data packages, and come with a free plan option. No free trial mentioned explicitly, but the free plan serves as a trial with live data.
Frequently asked questions
How much does ConvexValue cost?
ConvexValue has a free plan, a Go plan at $29.99/month, and a Research plan at $59.99/month. Annual billing saves about 17%.
Is ConvexValue free?
Yes, there is a free plan that includes 20 data requests per hour and access to all core features, with no credit card required.
What is cvforge?
cvforge is a built-in tool in ConvexValue that lets you build custom dashboards, scanners, and charts using AI, with market data pre-wired.
Who is ConvexValue best for?
It's best for individual traders, researchers, and analysts who need affordable, customizable options analytics and market data without managing multiple data vendors.
What are the top alternatives to ConvexValue?
Alternatives include traditional platforms like Bloomberg Terminal, or data services like Polygon.io, Tradier, and CBOE DataShop, though ConvexValue is unique for its AI-driven builder and bundled data.
Can I use ConvexValue with my own AI agent?
Yes, ConvexValue is compatible with AI agents like Claude, Codex, Gemini, Grok, and Cursor, allowing you to build tools using natural language.
