Ekpa
Product
Ekpa connects read-only to brokerage accounts and analyzes holdings, news, and SEC filings with AI agents for individual traders.
- Currently Offered
Ekpa connects read-only to brokerage accounts and analyzes holdings, news, and SEC filings with AI agents for individual traders.
Ekpa is a web application that connects read-only to a user's brokerage account through SnapTrade and consolidates accounts, positions, news, and SEC filings into one dashboard. Its AI research agents generate analysis with visible reasoning, and the product adds alerts, a chat interface over an information file, Strategy Lab for backtesting trading rules, and Portfolio Lab for modeling expenses and market moves against a real portfolio.
The company reports that the platform supports 32 brokerages across the United States, the United Kingdom, Europe, Canada, India, and Australia, and has run analyses on more than $7 million in connected assets. Ekpa holds no client funds, cannot place orders, and is positioned as a research and education product rather than a broker-dealer or investment adviser.
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