Convex DeskDerivatives Analytics
Institutional Derivatives Desk

Precision in Motion

Trade Smarter

with Convex Desk

Cloud-Based Derivatives Analytics

Real-time IV monitoring | Multi-account management | Institutional-grade data

Professional-grade platform for asset managers, trading desks, and high-net-worth advisors worldwide

What is Convex Desk?

Convex Desk is a professional-grade derivatives analytics platform built for institutional traders, portfolio managers, and high-net-worth advisors. We provide real-time IV monitoring, options strategy analysis, and portfolio-level derivatives insights — all in one integrated workspace.

IV Monitoring & Alerts

Real-time implied volatility tracking across your watchlist and thematic portfolios. Automated alerts notify you when IV reaches key levels, helping you time entry and exit points for premium-selling strategies.

Strategy Builder

Analyze covered calls, cash-secured puts, and collar strategies with live options chains. Get AI-powered recommendations tailored to your risk tolerance, delta targets, and portfolio constraints.

Proposal Builder

Stage multi-leg options strategies into client-ready proposals. Export branded PDFs with full calculations, Greeks, and risk analysis — ready to present to clients or stakeholders.

Natural Language Interface

Describe what you're looking for in plain English. Our AI parses your intent, fetches live data, and returns illustrated results with strike prices, premiums, and Greeks — no manual lookups needed.

Multi-Account Management

Manage client accounts (IRAs, Roths, Trusts, Joints) with per-account strategy staging. Track overlays, premium income, and risk metrics across your entire book of business.

Institutional-Grade Data

Powered by live CBOE options chains, real-time market data, and institutional-grade analytics. All Greeks, IV surfaces, and pricing are updated continuously throughout the trading day.

Featured Updates

APR 2026

Real-Time IV Monitoring

Track implied volatility across 500+ equities with instant alerts when key levels are breached.

MAR 2026

Multi-Leg Strategy Analysis

Analyze covered calls, cash-secured puts, collars, and custom spreads with live Greeks and risk metrics.

FEB 2026

Institutional-Grade Data

Access real-time CBOE options chains, market data, and analytics powered by premium data providers.

Platform Capabilities

Top 50 Screener

6-pillar scoring engine ranks the best options candidates across the Russell 1000 with conviction overlay.

AI Recommendations

Enter any ticker and get AI-powered covered call, cash-secured put, and collar ideas with live Schwab chain data.

Strategy Chat

Natural-language interface to explore options strategies — just describe what you want and get instant results.

Proposal Builder

Stage trades into client-ready proposals with per-account grouping and one-click branded PDF export.

Risk Management

Collar strategies, delta targeting, and downside protection analysis built into every recommendation.

Market Intelligence

Real-time sector heatmaps, S&P 500 movers, and live options quotes from Schwab integrated throughout.