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AI investment research tools, all in one catalogue

See scores for nearly 8,000 US stocks, run screeners, check the macro backdrop and ask an AI analyst. Every capability across the EZPZ ecosystem is listed here with an honest Live, Beta or Roadmap label.

1.0 Catalogue

Every capability, with an honest status

13 capabilities are live today, 1 is in beta and 9 are on the roadmap. Filter by status or area. Planned items are written in the future tense and mapped out on the roadmap.

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Showing 23 of 23 capabilities

Research and scoring

9
  • Investing Regime score

    Live

    A 0 to 100 score for nearly 8,000 US stocks across seven categories: quality, valuation, financial health, growth, investment efficiency, momentum and revisions, and options and sentiment. Rescored daily.

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  • Entry engine

    Live

    Four layers check quality, trend and pullback before a stock is marked Ready, Wait or Pass, with a suggested position size.

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  • Fundamental and momentum screeners

    Live

    Peter Lynch, RS Ranking, Weighted Alpha, Seasonal Returns, Stocks Outperforming and Retail Trend Navigator, each with a plain English guide.

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  • Company fundamentals

    Live

    Financial statements, earnings estimates, dividends, price targets, analyst upgrades and downgrades, and historical market cap for each company.

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  • Macro dashboard

    Live

    Ten US indicators including real GDP, CPI, the fed funds rate, treasury yields, retail sales, payrolls and unemployment, charted over time.

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  • Sector metrics

    Live

    See how a company's numbers compare with the median for its sector.

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  • Congressional trading

    Live

    Stock trades disclosed by members of Congress, by politician and by ticker, with the 45 day reporting lag noted on every view.

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  • News and sentiment

    Live

    Company news, market news and social sentiment scored by AI, plus earnings, IPO and FDA calendars.

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  • Options flow and dark pool data

    Live

    The full OPRA options feed and dark pool prints, scored for premium, sentiment and Greeks and rolled up every 60 seconds.

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AI analysts

4
  • EZRA investing mode

    Live

    EZRA starts every investing question from the Regime score, then adds trend, sentiment and options context before it writes a research brief.

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  • AiPe on every page

    Live

    Ask about the chart or table in front of you. AiPe reads the live page data on more than 100 EZPZ pages.

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  • Finn in TradingView

    Live

    Finn pulls the Investing Regime leaderboard and other EZPZ data into TradingView Desktop and marks up the chart for you.

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  • Research out loud with Vox

    Live

    Ask a question by voice and hear the answer, built from live EZPZ data, in Mentor or Trading Desk mode.

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AI portfolio

4
  • Portfolio tracking

    Beta

    A portfolio app connected to your EZPZ login, in internal testing today and being folded into EZPZ Investing.

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  • AI portfolio builder

    Roadmap

    Choose a risk level and a goal. The builder will draft a portfolio from Elite and Watchlist stocks, sized so no single name or sector dominates.

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  • AI diversification check

    Roadmap

    Bring your holdings and see concentration by sector, factor and correlation, with clear ideas for spreading risk.

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  • Rebalancing alerts

    Roadmap

    You will be told when a holding drifts from its target weight or leaves the Elite and Watchlist zones.

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Sector rotation and macro

2
  • Sector rotation map

    Roadmap

    Track the 11 market sectors by relative strength and momentum and see which are leading, weakening, lagging or improving.

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  • Macro regime read

    Roadmap

    The macro indicators will be combined into a simple read of the economic backdrop, alongside how each sector has behaved in similar conditions.

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Strategies and copy trading

3
  • Investing strategy library

    Roadmap

    Rules based strategies such as quality at a fair price, dividend growth and momentum, each with its logic written out and its history shown.

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  • Copy trading

    Roadmap

    Follow a published strategy and mirror its trades in your own brokerage account, built on the way EZPZ Trader already sends one signal to many accounts. Offered only where regulations allow.

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  • Strategy creator hub

    Roadmap

    Creators will publish strategies with transparent records, guardrails and fee splits, with ZPZ Coin used for access and rewards.

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Investing terminal

1
  • Investing terminal

    Roadmap

    One keyboard driven workspace for screens, charts, fundamentals, macro and AI research, in the spirit of professional terminals, at a retail price.

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2.0 Investing Regime

How the Investing Regime score works

One number from 0 to 100 for every stock in a universe of nearly 8,000, so you can see quality, value and momentum side by side before you read a single filing.

Seven categories, one score

Every day the Investing Regime rescores nearly 8,000 US stocks from 0 to 100. The score blends 47 underlying metrics into seven categories, using data from Intrinio, Finnhub and FRED.

  • Quality
  • Valuation
  • Financial health
  • Growth
  • Investment efficiency
  • Momentum and revisions
  • Options and sentiment

Well known models feed the categories, including Piotroski F Score, Altman Z Score, Beneish M Score, Peter Lynch Score, RS Rank and Weighted Alpha.

Four zones

The score places each stock in a zone, so you can sort a long list into a short one before you start reading.

  • Elite

    80+

    The highest overall scores.

  • Watchlist

    65+

    Strong scores worth a closer look.

  • Neutral

    50+

    The middle of the range.

  • Avoid

    Below 50

    Low overall scores that call for extra caution.

Entry engine

From score to Ready, Wait or Pass

A high score is a starting point, not a trade. The entry engine runs four layers on top of the score: a quality gate, trend filters, entry triggers and position size. Each stock comes out as Ready, Wait or Pass. The Investing Regime is part of the Premium plan on EZPZ Trading. It is research to help you decide what to study, not advice on what to buy. Read the disclaimer

3.0 Screeners

Stock screeners and a macro dashboard

Eight screeners on the EZPZ Trading Pro plan cover fundamentals, momentum, seasonality and short interest, each with a plain English guide. They run on the same data that powers the rest of the EZPZ ecosystem.

  • Peter Lynch

    Stocks that pass six cutoffs in the spirit of Peter Lynch.

  • RS Ranking

    Relative strength against SPY over 1, 3, 6 and 12 months.

  • Weighted Alpha

    Current and historical weighted alpha for each stock.

  • Seasonal Returns

    A monthly heatmap of past returns for each stock.

  • Stocks Outperforming

    Stocks ahead of SPY, shown with their Sharpe ratio.

  • Market Trend Signals

    Trend signals for the broad market in one view.

  • Retail Trend Navigator

    Moving average crossovers on three timeframes.

  • Short Interest

    Short interest as a share of float, borrow rate and fails to deliver.

The macro dashboard

Ten US indicators charted over time, so you can read the economic backdrop next to your stock research.

  • Real GDP
  • Real GDP per capita
  • Treasury yield
  • Federal funds rate
  • CPI
  • Inflation
  • Retail sales
  • Durable goods orders
  • Unemployment rate
  • Nonfarm payroll

4.0 Questions

Questions about the platform

What are the EZPZ AI investment research tools?

They are the scores, screeners, company data and AI analysts that already run across the EZPZ ecosystem, such as the Investing Regime score, EZRA and AiPe. They help you research stocks. They do not give personal investment advice.

Is the Investing Regime score a buy or sell signal?

No. It is a research score from 0 to 100, built from seven categories and 47 underlying metrics and rescored daily. Zones such as Elite and Avoid help you decide what to study next, not what to trade.

Which features can I use today?

Anything marked Live runs in production today on EZPZ Trading or one of the EZPZ AI analysts. Portfolio tracking is in Beta. Features marked Roadmap, such as the AI portfolio builder and copy trading, are planned and not yet available.

Where does the data come from?

The Investing Regime draws on Intrinio, Finnhub and FRED. Options flow comes from the full OPRA feed, and the macro dashboard charts ten US indicators from Alpha Vantage.

Can I try any of it for free?

Yes. EZRA has a free demo with five questions a day, and Finn is a free desktop app for TradingView. The screeners are part of the Pro plan on EZPZ Trading and the Investing Regime is part of Premium.

5.0 Keep reading

  • What comes next

    AI portfolio building, diversification checks, sector rotation and copy trading, in the order we plan to build them.

    See the roadmap
  • The products behind it

    How EZPZ Trading, EZRA, AiPe, Finn, Vox, EZPZ Trader and ZPZ Coin fit together.

    Explore the ecosystem
  • How we describe risk

    Research and education, not investment advice. Read how we label planned features and illustrative data.

    Read the disclaimer

Built on a live ecosystem. Growing into investing.

Want to talk about EZPZ Investing, a partnership or the roadmap? Our team reads every email.