Finance Free

Ekpa

Read-only portfolio aggregation with holdings-based research and alerts

Visit official website
PricingFree
Starting price$0
Free planYes
Free trialYes
APIUnknown
Open sourceNo
DeploymentCloud
Last verifiedJuly 30, 2026
Overview

Tool overview

Ekpa is listed under Finance AI tools.

Summary

What is Ekpa?

Ekpa connects brokerage accounts through SnapTrade with read-only access and presents balances, accounts, positions, news, alerts, and research in one portfolio view. Position analysis starts from actual holdings and explains suggested share counts using allocation, recent news, analyst ratings, and filings.

Best fit

Best for

Individual investors consolidating read-only accounts and holdings-based research

Audience

Who is it for?

Self-directed investorsMulti-brokerage usersLong-term portfolio trackersInvestors who want position-aware alerts
Recommendation

Decision note

Confirm supported brokerages, refresh frequency, position-analysis limits, data providers, alerts, privacy, account deletion, future paid tiers, support, and geographic availability.

Capabilities

Key features

Read-only brokerage connectivity through SnapTrade

Unified accounts, balances, and position ledger

Holdings-based research and suggested share counts

News, analyst ratings, and SEC filing context

Custom stock price alerts by email

Support for major US brokerages

Workflows

Use cases

Viewing multiple brokerage accounts together

Monitoring portfolio allocation

Researching owned positions

Receiving position-aware price alerts

Strengths

Pros

  • Free account access
  • Brokerage credentials stay with the broker
  • Connection cannot trade or move funds
Considerations

Cons

  • Research is not personalized fiduciary advice
  • Broker support depends on SnapTrade
  • Suggestions require investor judgment
Considerations

Limitations

Ekpa can show stale brokerage data, interpret research incorrectly, or suggest an unsuitable position size. Investors must verify holdings, prices, sources, taxes, risk, objectives, and every transaction with their broker or qualified adviser.

Cost

Pricing details

Pricing modelFree
Starting price$0
Free planYes
Free trialYes
Pricing context

Billing options

Free account

Pricing context

Pricing note

Ekpa currently invites users to create a free account. No paid subscription price, ongoing paid tier, or formal product trial was published on the reviewed official page.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

SnapTrade

Robinhood

Charles Schwab

Fidelity

E*TRADE

Specs

Technical details

PlatformsWeb
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyEkpa
Models / versionsPortfolio Dashboard Position Research Price Alerts
Editions / plansFree, Basic, Professional, Organization, and Custom plans
Data confidenceHigh
Last verifiedJuly 30, 2026
Documentation → Release notes → Data source →
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Answers

Frequently asked questions

Ekpa connects brokerage accounts through SnapTrade with read-only access and presents balances, accounts, positions, news, alerts, and research in one portfolio view. Position analysis starts from actual holdings and explains suggested share counts using allocation, recent news, analyst ratings, and filings.
Individual investors consolidating read-only accounts and holdings-based research
The listed pricing model for Ekpa is free. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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