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The AI investing layer of the EZPZ ecosystem

The AI investing platform for long term investors

EZPZ Investing brings EZPZ data and AI analysts together for people who invest for years. Score nearly 8,000 US stocks every day, research any of them with AI, and follow along as we build AI portfolios, sector rotation and copy trading.

Explore the ecosystemSee the roadmap
Illustrative data

Each point is an example stock, grouped by sector and coloured by its Investing Regime zone. No real tickers or scores are shown.

  • Elite 80+
  • Watchlist 65+
  • Neutral 50+
  • Avoid below 50

Part of the EZPZ ecosystem

How it fits together

Research today. Portfolios and automation next.

EZPZ Investing is the layer that connects research you can use now to the portfolio and automation tools we are building.

Live

Research

Score and screen the market

The Investing Regime scores nearly 8,000 US stocks every day. Screeners, fundamentals, macro data and AI analysts sit next to it, and all of it runs in production on EZPZ Trading today.

BetaRoadmap

Build

Turn scores into a portfolio

EZPZ Investing will draft a portfolio from high scoring stocks at the risk level you choose, check it for concentration and flag drift. Portfolio tracking is in internal testing now.

WaitlistRoadmap

Automate

Follow a plan without the busywork

EZPZ Trader turns signals into broker orders in about 380 ms and is open by waitlist. Copy trading will build on it, offered only where regulations allow.

From market to portfolio

Scored today, built into portfolios next

The Investing Regime score rates nearly 8,000 US stocks every day and is live on EZPZ Trading. The AI portfolio builder is on our roadmap: it will turn those scores into a portfolio sized to your risk level.

  • LiveInvesting Regime score
  • RoadmapAI portfolio builder
Illustrative data

  1. 01 Market

    Nearly 8,000 US stocks, scored every day

    Every stock gets an Investing Regime score from 0 to 100, rescored daily. Here each point is an illustrative stock, grouped with its sector and coloured by zone.

    • Elite 80+
    • Watchlist 65+
    • Neutral 50+
    • Avoid below 50

  2. 02 One stock

    One score, seven categories behind it

    Open any stock and the score breaks down into quality, valuation, financial health, growth, investment efficiency, momentum and revisions, and options and sentiment. You see what is strong and what is weak, not just the total.

  3. 03 Portfolio

    Roadmap

    A portfolio sized to your risk level

    The AI portfolio builder will draft a portfolio from Elite and Watchlist stocks, sized so no single name or sector dominates. Pick a risk level to see how an example mix could shift.

    Example mixIllustrative data
    Risk level
    • Technology22%
    • Health Care15%
    • Financials14%
    • Industrials13%
    • Consumer Staples11%
    • Communication Services10%
    • Cash15%
    Holdings
    22
    Average score
    81
    Largest sector
    22%

    A preview of a planned feature. Weights are examples, not a recommendation.

1.0 Research and score

Live

Score nearly 8,000 US stocks, then ask AI what the score means

The Investing Regime rates each stock from 0 to 100 across seven categories built from 47 metrics, including the Piotroski F Score and Altman Z Score. EZRA and AiPe turn those numbers into research you can read in plain English.

  • 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.

  • Entry engine

    Live

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

  • 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.

  • 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.

Try EZRA free, five questions a day
Ask EZRAScripted exampleIllustrative data

EZRA · investing mode

Example read. The Investing Regime score is 84, which puts it in the Elite zone. Quality and financial health are the strongest categories, and valuation is fair rather than cheap. The entry engine shows Ready after a pullback toward the 200 day average. This is research to support your own decision, not advice.

2.0 AI portfolio and diversification

Roadmap

From a list of scores to a portfolio you understand

EZPZ Investing will draft a portfolio from Elite and Watchlist stocks for the risk level you pick, show where it is concentrated and tell you when it drifts. Portfolio tracking is in internal testing today. The builder is on the roadmap.

  • Portfolio tracking

    Beta

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

  • 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.

  • AI diversification check

    Roadmap

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

  • Rebalancing alerts

    Roadmap

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

AI portfolio builderRoadmapIllustrative data

A preview of a planned feature. Sector weights are examples, not a recommendation.

Balanced
Balancedexample mix
  • Technology22%
  • Health Care15%
  • Financials14%
  • Industrials13%
  • Consumer Staples11%
  • Communication Services10%
  • Cash15%
Holdings
22
Average score
81
Largest sector
22%

3.0 Sector rotation and macro

Roadmap

See which sectors are gaining strength and which are fading

A rotation map will track all 11 market sectors by relative strength and momentum. A macro regime read will put them in context, built on the ten US indicators EZPZ Trading already charts.

  • Sector rotation map

    Roadmap

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

  • 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.

  • Macro dashboard

    Live

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

DecemberIllustrative data

Each dot is a sector. Further right means it is stronger than the broad market (RS Ratio above 100). Higher up means that strength is growing (RS Momentum above 100).

Tails trace the last four months and reach back in depth, so you can see the path each sector took. Sectors tend to rotate clockwise: Improving, Leading, Weakening, Lagging. Drag to turn the view.

Sectors in December

4.0 Strategies and copy trading

Roadmap

Follow a strategy you can read, rule by rule

Rules based strategies will come with their logic written out and their history shown. Copy trading will build on the way EZPZ Trader already sends one signal to many accounts, and will be offered only where regulations allow.

  • 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.

  • 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.

  • Strategy creator hub

    Roadmap

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

Research toolkit

Professional grade research at a retail price

Screeners, fundamentals, macro data, options flow and AI agents in one place. Most of it runs in production across EZPZ today, on Free, Pro, Premium and Elite plans. Research, not advice.

Live

Fundamental and momentum screeners

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

Live

Company fundamentals

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

Live

Macro dashboard

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

Live

Sector metrics

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

Live

Options flow and dark pool data

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

Live

Congressional trading

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

Live

News and sentiment

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

Live

Finn in TradingView

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

Roadmap

Investing terminal

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

See every capability

By the numbers

The data layer already runs every day

Every figure below describes the EZPZ products as they are today, not a projection.

US stocks scored every day by the Investing Regime
~8,000
score categories built from 47 underlying metrics
7
US macro indicators tracked over time
10
TradingView tools inside Finn
100+
brokers and venues reachable through EZPZ Trader
27+
active traders across the EZPZ ecosystem
2,000+

Roadmap

What runs now, and what we are building next

Phases describe order, not dates. Every item keeps an honest status, so you always know what you can use today.

Now

Research you can use today

The research and AI layer already runs across the ecosystem. Scores, screeners, fundamentals, macro data and four AI analysts.

  • Investing Regime score
  • Entry engine
  • Fundamental and momentum screeners
  • Company fundamentals
  • and 9 more

Next

From research to a portfolio

EZPZ Investing turns scores into portfolios. An AI builder, a diversification check, tracking, rebalancing alerts and a sector rotation map.

  • Portfolio tracking
  • AI portfolio builder
  • AI diversification check
  • Rebalancing alerts
  • and 1 more

Later

Strategies, copy trading and a terminal

Published strategies you can follow, copy trading on EZPZ Trader routing where regulations allow, a creator hub and one workspace for everything.

  • Macro regime read
  • Investing strategy library
  • Copy trading
  • Strategy creator hub
  • and 1 more
See the full roadmap

Ecosystem

One data core and the products built around it

EZPZ Trading supplies the data. EZRA, AiPe, Finn and Vox read it. EZPZ Trader works alongside them for execution, and ZPZ Coin is planned for access and rewards.

Select a product to fly to it and see what it does. Solid planets are live today; open wireframes are on the waitlist, launching or on the roadmap. Drag to turn the view.

See how the ecosystem connects

Built on a live ecosystem. Growing into investing.

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

Contact usExplore the ecosystem