Ask your portfolio anything.
Connect your brokerage read-only, then ask in plain English. eZorro answers using your actual holdings, live market data, and 114 research tools.
- 14-day free trial
- No credit card
- Cancel anytime
eZorro is a research tool for self-directed investors. Not a registered broker-dealer or investment adviser. Not investment advice.
Show me my portfolio
Your portfolio of 12 positions is valued at $47,832 with an overall return of +8.4%. Tech concentration is at 42% — worth reviewing for diversification.
Total Value
$47,832
+8.4%
Day Change
+$312
+0.65%
Positions
12
Cash
$3,210
NVDA
18% of portfolio · +34.2% return
AAPL
14% of portfolio · +17.1% return
Tech Concentration
42% in tech — may warrant a diversification review
How It Works
From Connection to Insight
in 3 Simple Steps
Connect Your Brokerage
Link any of 50+ brokerages in 60 seconds through SnapTrade. Read-only access — your funds stay where they are.
Ask Questions in Plain English
Chat with the AI like you would a research analyst. No technical jargon required — just ask what you want to know.
Get Instant Research & Insights
Receive AI-generated reports, market data, and portfolio analysis in seconds — all for you to review and act on yourself.
Connect Any Broker
Link Your Brokerage
in 60 Seconds
Securely connect your existing accounts through SnapTrade. No transfers, no paperwork. Your money stays where it is.
- Read-only access — your funds never leave your broker
- 50+ brokerages supported via SnapTrade
- Bank-level encryption & security
- Connect in 60 seconds, no paperwork
Supported brokerages include:
Powered by SnapTrade — bank-level security
Your Security Is Non-Negotiable
We never touch your money. eZorro connects to your brokerage in read-only mode through SnapTrade's bank-level API infrastructure.
AI Research Agent
Not a Chatbot. A Full-Stack
Research Assistant.
114 tools. Real market data. Your portfolio context. Ask anything — from strategy creation to tax optimization.
Strategy Creation
Design trading strategies with natural language
"Create a momentum strategy for NVDA"Backtesting
Test any strategy against historical market data
"Backtest this against 10 years of data"Strategy Optimization
AI explores parameter combinations to help improve strategy performance
"Optimize my NVDA strategy parameters"Portfolio Analysis
AI-powered allocation insights and risk analysis
"Analyze my current allocation"Alternative Data
Congressional trades, insider activity, sentiment
"Any insider trading in my holdings?"Export Scripts
Export to Python, Pine Script, EasyLanguage, ThinkScript, or TypeScript
"Export my strategy as Pine Script"Market Research
Real-time market data, news, and analysis
"What's moving in tech today?"Price Alerts
Automated monitoring with instant notifications
"Alert me when AAPL drops below $180"Pulse — Scheduled Briefings
Portfolio and market analysis delivered to your inbox — daily, weekly, or monthly
"Send me a weekly portfolio summary"What the 114 tools actually are
| Category | Tools | Examples | Source |
|---|---|---|---|
| Alternative data | 46 | Congressional trades, insider activity, lobbying, retail sentiment | QuiverQuant |
| Market data | 29 | Prices, history, indicators, options, fundamentals, news | Polygon.io |
| Platform & workflow | 23 | Threads, strategies, schedules, alerts, reports | eZorro |
| Brokerage accounts | 10 | Holdings, balances, open orders, connection status | SnapTrade |
| Backtesting & optimization | 6 | Run backtest, validate strategy, optimize parameters | vectorbt + Optuna |
| Total | 114 | Brokerage access is read-only — eZorro cannot move funds. | |
AI Reports
Six reports, built from
your actual holdings
Each report is generated by AI using your actual portfolio data, live market feeds, and alternative data sources.
Reports are generated using AI for informational and educational purposes only. They do not constitute investment advice. Always do your own research before making financial decisions.
“This is exactly what retail investors need. The focus on understanding the why behind every decision, not just chasing the what, makes all the difference.”
— eZorro user via LinkedIn
The Difference
What Changes When You Have
AI Research on Your Side
Without eZorro
Manually checking 5+ sites for market data
45 min/day
Spreadsheet analysis for portfolio review
2-3 hours/week
Missing tax-loss harvesting windows
Overlooked savings
No visibility into congressional trading
Blind spot
Decisions based on gut feeling
Emotional decisions
Scattered research across many tools
Fragmented workflow
With eZorro
One prompt: full portfolio analysis
3 minutes
AI-generated allocation insights
Instant
Tax-loss harvesting opportunity alerts
Automated
Real-time insider & Congress tracking
Always on
Data-driven research, not guesswork
114 tools
All your research tools in one place
One platform
Why We Built This
Built by People Who've Been on
Both Sides of the Information Gap
For decades, the research tools, data terminals, and analytical capabilities used by professional traders were simply out of reach for individual investors — not because the information didn't exist, but because access to it cost thousands of dollars a month and required institutional infrastructure to operate. eZorro was built to close that gap: giving self-directed investors the same caliber of research intelligence, powered by AI, at a fraction of the cost.
“Great product! Have barely scratched the surface and can already see the value.”
— eZorro user via LinkedIn
Real Value
What This Would Actually Cost You
eZorro bundles capabilities that would otherwise require multiple premium subscriptions.
If purchased separately
$2,533+ /month
Comparison figures are typical list prices for each category of tool and are shown for illustration only. They are not quotes for any specific product.
Pricing
Professional-Grade Research.
Accessible Pricing.
Market data, AI-powered analysis, alternative data, and 6 research reports — all included.
Starter
Saves $240 a year against the standard price
- AI Research Assistant (Claude-powered)
- All 6 premium report types
- Price alerts & notifications
- Strategy backtesting & optimization
- Connect any brokerage (50+)
- Alternative data (Congress, insiders)
- Real-time market data & news
14-day free trial · No credit card required · Cancel anytime
Trader's Choice
Saves $312 a year against the standard price
- AI Research Assistant (Claude-powered)
- All 6 premium report types
- Price alerts & notifications
- Strategy backtesting & optimization
- Connect any brokerage (50+)
- Alternative data (Congress, insiders)
- Real-time market data & news
- 2M bonus tokens vs Starter
- Early feature access
- Priority support
14-day free trial · No credit card required · Cancel anytime
Need more? Purchase additional tokens anytime at $6/1M. Purchased tokens roll over to the following month only.
FAQ
Questions? We've Got Answers.
eZorro is an AI-powered research platform for self-directed investors. It connects to your existing brokerage account and helps you research markets, create trading strategies, backtest ideas against historical data, generate portfolio reports, and monitor your positions — all through a simple chat interface. eZorro is not a financial advisor and does not provide investment advice.
You chat with eZorro using natural language. Ask it anything — 'show me my portfolio', 'create a momentum strategy for NVDA', or 'what stocks are Congress members buying?' The AI uses 114 specialized tools to fetch real-time data, run analyses, and surface relevant information. It's powered by Claude, one of the most capable AI models available. All output is for informational purposes — not investment advice.
Yes. eZorro connects in read-only mode through SnapTrade's bank-level encryption. We cannot execute trades, transfer funds, or access your login credentials. Your money never leaves your brokerage. SnapTrade is used by major fintech companies and supports 50+ brokerages with institutional-grade security.
eZorro generates 6 AI-powered reports: Portfolio Analysis (comprehensive holdings review), Daily Market Briefing (personalized market overview), Trade Journal (AI analysis of your trades), Earnings Playbook (pre-earnings preparation), Insider & Congress Tracker (political and insider trading in your holdings), and Tax Optimization (tax-loss harvesting opportunities and savings estimates).
Pulse is eZorro's scheduled briefing feature. You can receive AI-generated portfolio and market analysis delivered straight to your inbox — daily, weekly, or monthly, depending on your preference. It's designed for self-directed investors who want to stay informed without logging in every day.
Yes. eZorro lets you export any strategy you create as an executable script in five languages: Python, Pine Script (TradingView), EasyLanguage (TradeStation), ThinkScript (thinkorswim), and TypeScript. This lets you take your research to whichever platform you already use.
Strategy Optimization uses AI-powered parameter tuning to explore different combinations of inputs for a strategy you've built. It surfaces parameter sets that historically performed well against your backtest criteria. Past performance does not guarantee future results — optimization results are for research only.
eZorro starts with a 14-day free trial — no credit card required. Introductory pricing is $9.99/month for Starter (3M token credits) and $15.99/month for Trader's Choice (5M token credits), against standard prices of $29.99 and $41.99. Both plans include all features, and you can buy additional tokens at $6 per million.
Not at all. eZorro's AI understands natural language — just ask questions the way you'd ask a knowledgeable friend. Whether you're a beginner exploring investing or an experienced trader researching strategies, eZorro adapts to your level.
eZorro supports 50+ brokerages through SnapTrade, including Fidelity, Charles Schwab, Interactive Brokers, Robinhood, E*TRADE, Vanguard, Webull, Alpaca, Tastytrade, Wealthsimple, and Questrade. If your brokerage is supported by SnapTrade, it works with eZorro.
Yes. Cancel your subscription at any time from your account settings — no contracts, no cancellation fees, no questions asked. Your data remains accessible through the end of your billing period.
Your first portfolio report takes 3 minutes
Connect your brokerage read-only and ask your first question. AI portfolio analysis, market research, and strategy backtesting — all in one place.
Start free — no credit card- 14-day free trial
- No credit card
- Cancel anytime