Ekpa
Ekpa is a portfolio analytics platform that securely connects to 32 brokerages worldwide, aggregating balances, positions, and account details into a single dashboard. The platform analyzes users' actual holdings to generate personalized stock picks and specific actionable moves, such as trimming overweight positions, with reasoning attached. All connections are read-only, meaning brokerages retain full custody of funds at all times.
- Financial Technology
- Data & Analytics
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Investors with accounts across multiple brokerages must log into each platform separately to view balances and positions, making it difficult to get a complete picture of their portfolio. This fragmentation prevents holistic analysis and obscures actionable insights such as which positions to trim or add to.
Solution
Ekpa connects securely to 32 brokerages worldwide and aggregates balances, positions, and account details into a single, unified dashboard. The platform analyzes the user's actual holdings to surface personalized stock picks and suggests specific moves, such as trimming an overweight position or adding to an undervalued one, with the reasoning attached. Users also see relevant market news alongside their own portfolio, helping them stay informed and act with context. Brokerages retain full custody of funds at all times; Ekpa's connections are strictly read-only and cannot place orders or move money.
Target Audience
Self-directed retail investors who hold accounts with multiple brokerages and want a consolidated, analytical view of their portfolio without giving up custody of their assets.
Features
- Read-only connections to 32 brokerages including Fidelity, Schwab, Robinhood, Vanguard, Interactive Brokers, Coinbase, and Zerodha
- Real-time portfolio view showing total value, per-position market value, and gain/loss across all connected accounts
- Automated analysis that recommends new stock picks and actionable moves like "NVDA Trim
- you hold 30 shares
- suggested 24"
- Personalized suggestions tuned to user preferences such as ride-momentum strategy, using the investor profile questionnaire
- Integrated market news feed filtered to the user's actual holdings, with sources like Reuters and Bloomberg
- Security with salted scrypt password hashes, hashed session tokens, and no storage of brokerage login credentials