The AI portfolio management roadmap

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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.

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

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