Institutional-grade data and analysis. In plain English.

eZorro is an AI-powered research platform for self-directed investors. It works on its own or with an optional read-only connection to your 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.

No. eZorro works as a standalone research and backtesting platform. You can scan markets, analyze individual stocks, backtest strategies, and monitor alternative data such as layoff notices and federal contracts without linking anything. Connecting is optional and adds portfolio monitoring and alerts.

Connections are read-only through a broker-approved API. eZorro can view balances and positions but cannot place trades, transfer funds, or make withdrawals. You log in through your broker's own page, so eZorro never handles your credentials. eZorro does not store your positions; it retrieves them only when you request an analysis or when monitoring you enabled runs. You can disconnect at any time from your account settings.

No. eZorro is an information and analytics tool, not a registered investment adviser or broker-dealer. Its flags and ideas are informational and are meant to support your own decisions.

eZorro generates 6 AI-powered reports: Portfolio Analysis (comprehensive holdings review), Market Briefing (personalized market overview), Trade Journal (AI analysis of your trades), Earnings Playbook (pre-earnings research and scenarios), Insider Tracker (political and insider trading in your holdings), and Tax Optimizer (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.

Introductory pricing is $19.99/month for Starter (3M token credits) and $29.99/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+ brokers and crypto exchanges through a broker-approved, read-only API, including Fidelity, Charles Schwab, Interactive Brokers, Robinhood, E*TRADE, Vanguard, Webull, Alpaca, Tastytrade, Wealthsimple, Questrade, Coinbase, and Kraken. Connecting is optional.

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.