# eZorro

> eZorro is an AI research platform for self-directed retail investors. It connects read-only to 50+ brokerages via SnapTrade and answers market, portfolio, and strategy questions in natural language using 114 specialized tools. eZorro is not a registered broker-dealer or investment adviser, does not provide investment advice, and does not manage money on anyone's behalf.

## At a glance

- Category: investment research software (not a brokerage, not a robo-adviser, not an advisory service)
- Website: https://ezorro.app/
- Application: https://platform.ezorro.app
- Documentation: https://docs.ezorro.app
- Contact: support@ezorro.app
- Brokerage access: read-only via SnapTrade. eZorro cannot move funds or read login credentials.
- Language model: Anthropic Claude
- Free trial: 14 days, no credit card required

## Pricing

- **Starter** — $9.99/month introductory (standard $29.99/month). Includes 3M token credits per month and all features.
- **Trader's Choice** — $15.99/month introductory (standard $41.99/month). Includes 5M token credits per month and all features. Also: 2M bonus tokens vs Starter; Early feature access; Priority support.
- Additional tokens: $6.00 per 1M. Purchased tokens roll over to the following month only.
- Cancel anytime from account settings. No contracts, no cancellation fees.

Machine-readable pricing: https://ezorro.app/pricing.json

## The 114 tools

| Category | Tools | Examples | Data 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 |

## Capabilities

- **Strategy Creation** — Design trading strategies with natural language. Example: "Create a momentum strategy for NVDA"
- **Backtesting** — Test any strategy against historical market data. Example: "Backtest this against 10 years of data"
- **Strategy Optimization** — AI explores parameter combinations to help improve strategy performance. Example: "Optimize my NVDA strategy parameters"
- **Portfolio Analysis** — AI-powered allocation insights and risk analysis. Example: "Analyze my current allocation"
- **Alternative Data** — Congressional trades, insider activity, sentiment. Example: "Any insider trading in my holdings?"
- **Export Scripts** — Export to Python, Pine Script, EasyLanguage, ThinkScript, or TypeScript. Example: "Export my strategy as Pine Script"
- **Market Research** — Real-time market data, news, and analysis. Example: "What's moving in tech today?"
- **Price Alerts** — Automated monitoring with instant notifications. Example: "Alert me when AAPL drops below $180"
- **Pulse — Scheduled Briefings** — Portfolio and market analysis delivered to your inbox — daily, weekly, or monthly. Example: "Send me a weekly portfolio summary"

## Reports

eZorro generates 6 AI-written reports from your connected holdings and live market data:

- **Portfolio Analysis** — Holdings, allocation, risk analysis, and insights
- **Market Briefing** — Personalized daily market overview and highlights
- **Trade Journal** — Win rate, P&L, behavioral AI insights
- **Earnings Playbook** — Pre-earnings prep with action plans
- **Insider Tracker** — Congressional and insider trading activity
- **Tax Optimizer** — Tax-loss harvesting and estimated savings

All reports are informational and educational. They are not investment advice and do not constitute a recommendation to buy, sell, or hold any security.

## Strategy export

Strategies built in eZorro export as executable scripts in 5 languages: Python, Pine Script (TradingView), EasyLanguage (TradeStation), ThinkScript (thinkorswim), TypeScript.

## Data providers

- **SnapTrade** — Read-only brokerage connectivity
- **Polygon.io** — Market data, fundamentals and indicators
- **QuiverQuant** — Congressional trades, insider activity, lobbying
- **vectorbt** — Backtest execution
- **Optuna** — Strategy parameter optimization
- **Anthropic Claude** — Language model powering the agent

## Supported brokerages

50+ brokerages through SnapTrade, including: Fidelity, Charles Schwab, Interactive Brokers, Robinhood, E*TRADE, Vanguard, Webull, Alpaca, Tastytrade, Wealthsimple, Questrade, Merrill Edge. If SnapTrade supports your brokerage, eZorro works with it.

## Frequently asked questions

### What is eZorro?

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.

### How does the AI research agent work?

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.

### Is my brokerage account safe?

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.

### What reports can eZorro generate?

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).

### What is Pulse?

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.

### Can I export my strategies to other platforms?

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.

### What does Strategy Optimization do?

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.

### How much does it cost?

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.

### Do I need trading experience?

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.

### What brokerages does eZorro support?

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.

### Can I cancel anytime?

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.

## Important disclosures

eZorro is a research and informational tool for self-directed investors. It is not a registered broker-dealer, investment adviser, or financial planner. Nothing on the eZorro website or within the platform constitutes investment advice, a recommendation, or a solicitation to buy, sell, or hold any security. All content — including AI-generated reports, analyses, and insights — is for informational and educational purposes only. Trading and investing involve risk of loss. Past performance does not guarantee future results. Always consult a qualified financial professional and do your own research before making investment decisions.