CPZAI
Systematic Trading OS
Free · Designed for iPad. Not verified for macOS.
AI native Systematic trading and investing OS. Real-time portfolio management, multi-broker trading, and institutional-grade analytics.
CPZAI is an AI-powered quantitative trading platform that puts institutional-grade tools in your hands. Connect your brokerage account and let Simons, your personal AI quant partner, help you analyze markets, manage risk, and execute trades.
KEY FEATURES:
- AI Quant Partner (Simons) — Chat with an AI assistant that understands your portfolio, analyzes market conditions, and suggests strategies in real-time.
- Multi-Broker Trading — Connect Alpaca for stocks and crypto trading. Support for Interactive Brokers and 10+ brokerages via SnapTrade.
- Advanced Order Types — Market, limit, stop, stop-limit, trailing stop, and bracket orders with fractional share support.
- Real-Time Portfolio Management — Live positions, P&L tracking, portfolio charts, and instant order execution with slide-to-confirm.
- Risk Analytics — Sharpe ratio, Sortino ratio, max drawdown, VaR, and more. Real-time risk monitoring with configurable alerts.
- Strategy Library — Browse, deploy, and monitor quantitative trading strategies with full performance attribution.
- Breaking News Alerts — AI-powered detection of market-moving events with instant analysis of portfolio impact.
- Simons Notes — Daily AI-generated market insights personalized to your portfolio and trading style.
- Watchlists — Real-time streaming quotes with WebSocket connectivity and sentiment indicators.
- Security — Face ID / Touch ID authentication, Keychain-encrypted credentials, jailbreak detection, and screen recording protection.
SUPPORTED BROKERS:
- Alpaca (stocks, crypto, paper trading)
- Interactive Brokers
- SnapTrade (Questrade, Schwab, Fidelity, TD Ameritrade, and more)
Note: A CPZAI account is required. Create your account at ai.cpz-lab.com
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Bug Fixes & Improvements
- Fixed character encoding issue where Simons AI displayed garbled characters (â) instead of proper em dashes and special characters in chat responses
- Fixed strategy creation failing silently — the app now properly awaits the save operation and displays error messages if creation fails
- Reduced swipe gesture sensitivity on strategy and position cards to prevent accidental triggers while scrolling
- Fixed exit strategy orders for short positions (now correctly sends "buy to cover" instead of always "sell"), added price validation, and prevented API calls in demo mode
- Wired up real speech-to-text dictation in the strategy creation sheet (was previously a non-functional stub)
- Fixed push notifications not registering — device tokens are now retried after login if the initial registration fires before authentication completes
- Fixed Simons Notes displaying raw markdown links like [NVDA](https://data-lab?...) — symbols now render as clean bold text
- Fixed notification categorization where Simons Notes received in the background were incorrectly filed under Strategy Alerts
- Fixed exit strategy sheet using a fresh API service instance instead of the shared one, which could send orders to the wrong account
- Fixed Simons AI only passing the first strategy type when creating a strategy from chat suggestions
- Corrected tip text that told users to "swipe left" for exit strategies when the actual gesture is swipe right
- Removed unused code and dead UI state for improved stability
The developer, CPZ CAPITAL LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Size
- 9 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Age Rating
4+
- 4+
- Provider
CPZ CAPITAL LTD
- CPZ CAPITAL LTD has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
231796620 - Address
165A Upper Street
LONDON
N/A
N1 1US
United Kingdom - Phone Number
+44 7379191915 - Email
info@cpz-lab.com
- Copyright
- © 2026 CPZ Capital LTD
