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Introduction

Welcome to eZorro – your AI-powered trading and portfolio management platform. eZorro is designed for traders, investors, and financial enthusiasts who want to simplify strategy building, portfolio tracking, and market analysis. By combining AI assistance, market data, automated strategy execution, and portfolio insights, eZorro helps you make more informed, data-driven decisions.

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1.1 What You Can Do with eZorro

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Build AI-Driven Strategies

Create trading strategies in plain language with the help of eZorro’s AI assistant. Backtest them against historical data, iterate based on AI suggestions, and optionally enable automation.

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Track and Manage Portfolios

View linked brokerage accounts in one place. Explore portfolio value, performance trends, holdings, and allocation with interactive charts and analytics.

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Access Market Intelligence

Stay informed with stock and crypto data, heatmaps, news feeds, and calendars of upcoming economic events.

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Automate and Execute

Schedule strategies to run on your chosen frequency and receive alerts for important triggers or market conditions.

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Stay Informed Anywhere

Access eZorro insights directly from the platform or via optional WhatsApp notifications.

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1.2 Why eZorro?

• AI-Powered Simplicity – Turn ideas into actionable trading rules without coding.
• One Unified Dashboard – Stocks, crypto, and portfolios in a single view.
• Flexible Automation – From backtesting to live evaluation, strategies can run on a schedule you choose.
• Tailored Insights – Personalized news and alerts based on your portfolio.
• Scalable for Everyone – From beginners to advanced traders, eZorro adapts to your workflow.

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2. Getting Started

Before exploring eZorro’s features, you need to create an account, link your brokerage, and choose a plan.

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2.1 Signup & Login

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Sign Up

To create a new account:

1. On the login screen, click Sign Up.
2. Enter:
   • Email address
   • Password (minimum 8 characters, must include uppercase, number, and symbol)
   • Confirm password
   • (Optional) Phone number

Alternatively, sign up using:

• Google
• Facebook

3. Click Sign Up to complete registration.
4. You will receive an OTP (One-Time Password) via email/phone. Enter it to verify your account.

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Login

For returning users:

1. Go to the Sign In screen.
2. Enter your email and password, or log in with Google/Facebook.
3. If you select “Remember Me”, your session will stay active on the device.

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Forgot Password

If you forget your password:

1. Click Forgot Password on the login screen.
2. Enter your email address.
3. You’ll receive a verification link or code to reset your password.

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2.2 Account Linking (SnapTrade Integration)

To trade or view portfolio data, link your brokerage accounts. eZorro uses SnapTrade for secure integration.

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Steps to Link Your Account:

1. Click the Settings (⚙️) icon in the top-right corner.
2. Select Link Account.
3. You’ll be redirected to SnapTrade.
4. Log in to your brokerage (e.g., Alpaca, Interactive Brokers).
5. Authorize access.
6. Once confirmed, your account appears under Portfolio in eZorro.

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2.3 Plans & Upgrades

eZorro offers subscription plans for different needs. You can upgrade anytime from Upgrade Plan in the sidebar.

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Starter – $39.99/month

• Up to 5 saved strategies
• Run up to 2 live strategies simultaneously
• Basic backtesting (limited historical data)
• Link 1 brokerage account
• Stock & crypto dashboards
• Email support
• Free Trial: 14 days with Starter features

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Pro – $99/month (Most Popular)

• Up to 50 saved strategies
• Run up to 10 live strategies simultaneously
• Advanced backtesting (broader datasets + scenario analysis)
• Automated execution & scheduling
• Link up to 5 brokerage accounts
• AI-driven insights & analytics
• Downloadable reports (strategies, backtests, runs)
• Priority support (email + chat)

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Enterprise – Contact Us

• Increased strategy and live run limits
• Team accounts with role-based permissions
• Custom integrations (APIs, Webhooks, WhatsApp alerts)
• Dedicated onboarding & support
• Advanced analytics dashboards
• SSO authentication & custom branding
• Free Trial: Demo access on request

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3. Core Features

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3.1 AI Assistant

The AI Assistant is your conversational interface inside eZorro. Ask market questions, create and refine strategies, and surface insights in plain language.

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What You Can Do with the AI Assistant

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1. Start a Conversation

• Open the AI Assistant from the left sidebar.
• Click New Chat to begin.
• Type in your question or strategy idea in plain English.
• The assistant will respond with insights, suggestions, or a draft trading strategy.

Example (illustrative):

• You: “Show today’s notable gainers in tech stocks.”
• AI: “Here are technology tickers with the largest percentage gains today.”

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2. Ask Market Questions

Request market context such as:

• Stock or crypto prices
• Technical indicators (e.g., “What’s the RSI of AAPL?”)
• Economic calendar events
• Recent headlines about a ticker

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3. Generate Trading Strategies

Describe your trading idea, and the AI will build a structured strategy. Example: “Create a strategy to buy Apple when RSI < 30 and sell when RSI > 70.” The AI can:

• Parse your request
• Propose a rule-based strategy
• Explain in simple terms
• Save it under your Strategies panel

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4. Refine and Save Strategies

• Adjust conditions, assets, or risk parameters in chat.
• Once finalized, the strategy appears in Artifacts & Strategies (right panel).
• From there, you can:
  • Save
  • Run / Pause
  • Backtest
  • Schedule evaluation

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Proactive Assistant Features

• The AI can highlight potential improvements or note when conditions match your saved rules.
• Example: “Your Tesla strategy conditions have been met — run it now?“

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3.2 Strategies Page

The Strategies Page is where all your AI-generated and manually created strategies are managed. From here, you can create, edit, run, backtest, and download reports for your trading strategies.

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Creating a Strategy

• Strategies originate via the AI Assistant (see Section 3.1).
• Saved strategies appear in the list with columns:
  • Name – strategy title
  • Status – active/inactive
  • Asset – linked stock or crypto tickers
  • Frequency – evaluation interval
  • Last Evaluated – most recent run time

Example: “RSI-Based Strategy for AAPL and MSFT”

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Running, Pausing, and Stopping Strategies

• Run ▶️: Starts scheduled evaluation against market data
• Pause ⏸️: Temporarily suspends evaluation
• Stop ⏹️: Ends evaluation until restarted

When running, strategies monitor market data from integrated providers (e.g., Polygon, Alpaca).

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Frequency Settings

1. Click Add Frequency next to a strategy.
2. In the Scheduling popup:
   • Choose interval (e.g., 5 minutes, 1 hour, daily).
   • Select Start time (Now or specific time).
   • Define End time (Never or specific time).
3. Save to activate scheduling.

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Backtesting a Strategy

Backtesting simulates past behavior using historical data.

1. Select a strategy.
2. Click Run Backtest.
3. Historical data is retrieved from providers (e.g., Polygon, Alpaca).
4. Results may include:
   • Return metrics
   • Sharpe Ratio, Drawdowns, Win Rate
   • Trade history (entries, exits, triggers)
   • Performance visualizations

Illustrative Note: Backtest outputs are hypothetical and based on past data/assumptions.

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Downloading Reports

Generate PDF reports for strategies, backtests, or runs.

1. Select a strategy and click Download Report.
2. Reports can include:
   • Strategy rules and parameters
   • Backtest metrics (e.g., Sharpe Ratio, drawdowns)
   • Charts (portfolio value, trade signals)
   • Run history summaries

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3.3 Portfolio Page

The Portfolio Page gives you a complete overview of your investments across all linked brokerage accounts. It consolidates stocks, crypto, cash balances, and performance analytics into one intuitive dashboard.

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Viewing All Linked Accounts

• After connecting via SnapTrade, accounts appear automatically.
• Default shows a combined portfolio view.
• Toggle between All Accounts and specific brokers (e.g., Alpaca, Interactive Brokers).

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Portfolio Overview (Header Section)

• Total Portfolio Value
• Daily Change %
• Quick Actions – link/unlink accounts, refresh balances

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Performance Analytics

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1. Portfolio Trend Chart

• Portfolio value over time
• Time ranges: 1W | 1M | 3M | 1Y | All
• Filter by All Accounts or a specific broker

Illustrative Example: “Portfolio change over last 30 days: +4.5%.“

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2. Key Metrics (Cards)

• Buying Power
• Cash Balance (or Margin Balance if applicable)
• Total Assets
• P&L Summary (daily or monthly snapshot)

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3. Asset Allocation (Pie or Bar Chart)

• Distribution across categories such as Stocks, Crypto, Cash, Others

Illustrative Example: “Allocation — Stocks 72%, Crypto 18%, Cash 10%.“

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4. Holdings Breakdown (Table)

Each holding is displayed in a clear table with sortable columns:

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Additional Features

• Refresh Data
• Export holdings as CSV/PDF
• Custom Views by sector, asset type, or account

Narrative flow:

1. Total Value & Trends
2. Key Metrics & Allocation
3. Holdings Breakdown

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3.4 Stock Features

The Stock Section provides comprehensive insights into the equity markets, including real-time prices, indices, company fundamentals, upcoming events, and tailored news. This is your hub for researching stocks and identifying trading opportunities.

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Market Overview

• Snapshot of major indices, notable movers, sector performance
• Heatmap for sector activity

Illustrative Example: “Tech sector up +2.1% today.”

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Market Data (Indices & Stocks)

• Live updates for major indices (S&P 500, NASDAQ, Dow)
• Stock details:
  • Price & % change
  • Market cap
  • Volume & 52-week range
• Optional highlight: “Magnificent 7” snapshot

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Market Calendar

Track events that may affect markets:

• Earnings reports
• Dividends & splits
• Economic indicators (e.g., CPI, rate announcements)

Filter by Date and Category.

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Market News

• General News
• Company-Specific News
• Portfolio-Linked News

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Stock Screener

Filter stocks by:

• Market Cap
• Price Range
• Technical Indicators (RSI, Moving Averages, MACD)
• Analyst Ratings
• Sector & Industry

Sort by:

• Daily % Change
• Volume
• P/E
• Dividend Yield

Example Query: “Large-cap tech stocks with RSI < 30.”

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How to Use Stock Features

1. Overview for trends
2. Calendar for events
3. Screener for filters
4. News for updates

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3.5 Crypto Features

The Crypto Section provides real-time insights into the cryptocurrency markets, including prices, market caps, trading volumes, upcoming events, and tailored news. Like the Stock section, this is your hub for researching digital assets and building strategies around them.

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Market Overview

• Global market cap, trading volume, BTC/ETH dominance
• Top gainers/losers and trending coins
• Heatmap view

Illustrative Example: “BTC dominance at 52%.”

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Market Data (Coins & Tokens)

Each asset shows:

• Price & daily % change
• Market cap
• 24h trading volume
• Supply (where available)

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Market Calendar

Crypto-specific events:

• Token unlocks & vesting
• Protocol upgrades/hard forks
• Regulatory updates or listings

Filters:

• Date
• Event Type

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Market News

• Global News (market, regulation, adoption)
• Coin-Specific News
• Portfolio-Linked News

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Crypto Screener

Filters:

• Market Cap
• Price Range
• 24h Volume
• Technicals (RSI, MACD, MAs)
• Category (L1, DeFi, Metaverse, Stablecoins)

Sort by:

• % Change (1h/24h/7d)
• Volume
• Market Cap
• Volatility

Example Query: “Small-cap coins with high volume and RSI < 30.”

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How to Use Crypto Features

1. Overview for market snapshot
2. Calendar for upcoming events
3. Screener for discovery
4. News for updates

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3.6 News

The News Section keeps you up to date with financial market developments, tailored to your portfolio and trading interests. It combines global financial headlines, company- or coin-specific news, and AI-curated insights.

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Overview

• Aggregates news from multiple sources
• Personalized to your linked accounts and holdings
• Updated continuously

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Types of News

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1. General Market News

Broad market movements, economic updates, and industry trends. Illustrative Example: “Dow rises after inflation report.”

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2. Portfolio-Linked News

Stories tied to assets you hold.

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3. Asset-Specific News (Stocks & Crypto)

Filter by ticker or coin.

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4. AI-Curated Insights

The AI can:

• Highlight relevant stories
• Suggest potential context for your portfolio
• Provide summaries of lengthy reports

Illustrative Example: “This Nvidia update may be relevant if you hold semiconductor stocks.”

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How to Use the News Page

1. Open News
2. Browse Headlines
3. Filter by Portfolio or Assets
4. Open a story for details
5. Ask the AI to summarize or discuss potential context

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Key Benefits

• Stay Updated in one place
• Save Time with portfolio-linked feeds
• Contextual Insights via AI summaries

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4. Automation & Scheduling

Automation in eZorro allows you to set strategies on autopilot. Instead of manually running checks, you can define how often a strategy should be evaluated, and eZorro will execute it at the specified intervals.

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Setting Frequency

1. Go to Strategies.
2. Select a strategy.
3. Click Add Frequency / Schedule.
4. In the popup:
   • Repeat Interval: 1, 5, 15, 30, 60 minutes, or Daily
   • Start Time: Now or specific time
   • End Time: Never or a specific time
   • Date Range (optional)
5. Click Save Schedule.

Illustrative Example: “Run Tesla RSI strategy every 15 minutes between 9:00 AM and 4:00 PM, weekdays.”

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Start / Stop Strategies

• Start ▶️ – Activates evaluation on schedule
• Pause ⏸️ – Temporarily suspends
• Stop ⏹️ – Ends until restarted

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Cron Job-Based Execution (Technical Workflow)

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How it Works

1. Cron Job Runs on a fixed cadence
2. Check Schedules in the database
3. Filter Active Strategies by interval/time/range
4. Trigger Evaluation
5. Save Results and any alerts

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Advantages

• Efficient – evaluates only active schedules
• Scalable – supports many strategies
• Flexible – works across intervals and conditions

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Use Cases for Automation

• Short-Term: Momentum checks every 1–5 minutes
• Swing: Hourly or daily runs
• Event-Based: Market hours or specific dates

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5. Reports & Analytics

The Reports & Analytics section allows you to track, validate, and optimize your strategies. eZorro provides three types of reports: Backtest Reports, Run Reports, and Strategy Reports. Each report includes performance metrics, visualizations, and actionable insights.

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5.1 Backtest Reports

Backtest Reports show how a strategy would have performed using historical market data. This helps you test ideas before committing real capital.

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Generate a Backtest Report

1. Open Strategies
2. Select a strategy
3. Click Run Backtest
4. When complete, click Download Backtest Report

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What’s Included

Key Metrics:

• Returns (period-based)
• Sharpe Ratio
• Max Drawdown
• Win Rate (%)
• Total Trades

Visualizations:

• Portfolio value over the test period
• Buy/Sell markers on price chart
• Benchmark comparison

Insights:

• Risk/return context
• Potential refinements (e.g., stops, timeframe)

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5.2 Run Reports

Run Reports are generated each time a strategy executes during live or scheduled trading. They allow you to track real-world performance over time.

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View a Run Report

1. Open Strategies
2. Select a strategy → View Runs
3. Choose a run → Download Run Report

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What’s Included

• Run Overview: Execution time, market context at run
• Metrics: Returns for the run, win rate, trade count, profit factor
• Trade Analysis: Entries, exits, sizes, triggers
• Visualizations: Portfolio trend, trade markers

Illustrative Note: Live performance depends on market conditions and execution.

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5.3 Strategy Reports

Strategy Reports provide a comprehensive summary of an entire strategy, combining both backtest and run data into one document.

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Download a Strategy Report

1. Go to Strategies
2. Select a strategy
3. Click Download Strategy Report

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What’s Included

Strategy Rules & Parameters

• Assets, conditions, triggers, risk settings

Backtest Summary

• Returns, Sharpe Ratio, drawdowns, benchmarks
• Simulated trades

Run History

• Aggregated performance across runs
• Time-based charts

Visualizations

• Portfolio value curve
• Normalized prices vs. strategy
• Alerts & execution points

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Why Reports Matter

• Backtest Reports → Evaluate ideas before live use
• Run Reports → Track observed results over time
• Strategy Reports → One consolidated view

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6. Technical Overview (For Developers & Advanced Users)

The Technical Overview provides insight into the data models, database design, and external services that power eZorro.

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6.1 Strategy Data Models

eZorro uses several internal models to store, execute, and report on strategies:

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Strategy Model

Holds all information about a user’s trading strategy — including title, rules, summary, structured details, and linked backtest or report results.

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Schedule Model

Defines how often a strategy should run (for example, every 5 minutes, hourly, or daily) along with start/end times or optional date ranges.

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Run Model

Stores the results of each live execution of a strategy. It records when the run occurred, the outcomes, and performance data.

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Report Model

Links strategies to their reports, storing references to performance documents and results that can be downloaded by users.

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Backtest Result Model

Contains the outcomes of simulations run on historical market data, including return percentages, drawdowns, Sharpe Ratio, win rate, and performance charts.

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6.2 Database Relationships

• A User can have multiple Strategies
• Each Strategy can have multiple Schedules, Runs, and Reports
• Backtest Results link directly to a Strategy
• Reports may reference both backtests and runs

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6.3 Service Integrations

• Polygon.io – Market and fundamentals
• QuiverQuant – Alternative datasets
• Alpaca – Brokerage integration for execution
• SnapTrade – Secure account linking/sync
• Firebase – Chat sessions, logs
• TimescaleDB – Time-series storage
• Render – Hosting and cron-based schedulers

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6.4 Execution Workflow (High-Level)

1. User creates/refines a strategy via the AI Assistant
2. Strategy saved with structured parameters
3. If automation is enabled, a scheduler checks and triggers active strategies
4. During each run:
   • Market data is fetched (e.g., Polygon, QuiverQuant)
   • If linked, trades may be routed via Alpaca or SnapTrade
   • Results are recorded and attached to reports
5. Backtests follow similar logic but use historical data instead of live feeds

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_{⚠️ Trading and investing involve risk, including the possible loss of capital. Backtested results are hypothetical and based on historical data/assumptions; they do not guarantee future performance. eZorro does not guarantee profits or eliminate the risk of trading losses. Features and integrations are subject to availability and change.}