Zoe - Investment intelligence built around you | BetaList

Zoe turns research into conviction.

Every strategy is tested against real data, costs, and out-of-sample evidence before it can influence a decision.
Today, Zoe is still waiting for one to earn that right.

Zoe desktop and iPhone preview

Zoe filters the market
before it reaches you.

Zoe scans stocks, ETFs, crypto, and your watchlist, then removes weak or incomplete setups before showing you anything.

Every signal should
be explainable.

You should be able to see why an asset appeared, what changed, which evidence mattered, and why now. You should also be able to ask what would change Zoe's mind. A view that cannot say what would invalidate it is not ready to trust.

Same asset.
Different decision.

Evidence says whether something is interesting. Your portfolio decides whether it belongs. Zoe looks at what you already hold, concentration, exposure, available capital, risk, goals, and horizon. An idea can look fine in the market and still be a bad addition here.

Every decision is recorded,
tested, and reviewed.

Zoe records decision states where the product supports it and reviews outcomes when enough verified data exists. When the record is thin, Zoe says so instead of showing performance marketing.

Ask the decision,
not a generic chatbot.

Ask Zoe sits on the same decision context. It does not invent an edge. It uses the market view, the signal, the portfolio, and the goal to explain the call you are looking at.

The same path, in more detail.

Tap a step to see what it does. Drag and zoom to explore. Wait is allowed.

Research has to earn influence.

A new idea does not become part of Zoe because a backtest looks good. It starts as a hypothesis, becomes a formula, and is tested through experiments. The evidence is checked for data quality, leakage, and whether it holds outside the period that created it. Only then can a method become eligible to influence decisions. Today no validated method influences live customer decisions (live exchange influence is 0). A promising result is the start of testing, not the end.

Hypothesis, formula, experiment, evidence, validation, eligibility

Evidence before influence.

Zoe separates research from what reaches you. New ideas are tested, checked for leakage, and held to frozen criteria before they can affect a decision. Until evidence earns that status, Zoe does not invent an edge.

A good backtest is not enough.

Zoe records experiments that fail as well as ones that look promising. Historical P&L is not treated as scientific proof. Right now research is in validation, and none of it has earned promotion to eligible alpha. That is intentional. Until the evidence is strong enough, Zoe does not pretend otherwise.

What is coming.

Auto Trader (Demo), Experiment Lab, and Priority Support are coming to Pro. Auto Trader is not live-money execution. Demo Autopilot can simulate. Live-money Autopilot is not currently available.

Your portfolio stays under your control.

Connect eToro only to sync holdings, or enter them by hand. Zoe does not store your eToro password, does not custody funds, and does not place trades from a connected user account. Ask Zoe may send symbol weights to Google Gemini. Broker keys are never included.

How Zoe handles your data

Start with Zoe. Go deeper with Pro.

Free is the core decision, including wait. Pro lets you go into that same call: why it appeared, how it fits your portfolio, and what would change the view. New accounts get 7 days of Pro.

Pro

What you get

  • Dashboard hero signal, Zoe Scan, and ranked feed
  • Signal side panel: news, fundamentals, and why-now context
  • Portfolio, watchlist, manual holdings, or optional eToro sync
  • Market Pulse, live ticker tape, and notifications
  • Trigger price alerts when Zoe is waiting on a setup
  • Performance and trust metrics (shown only when enough verified data)
  • Ask Zoe on any signal, holding, or portfolio decision
  • Chat from any signal, holding, or goal view

Coming to Pro

  • Auto Trader (Demo) — live-money Autopilot not available
  • Experiment Lab
  • Priority Support

Free

$0

What you get

  • Dashboard hero signal, Zoe Scan, and ranked feed
  • Signal side panel: news, fundamentals, and why-now context
  • Portfolio, watchlist, manual holdings, or optional eToro sync
  • Market Pulse, live ticker tape, and notifications
  • Trigger price alerts when Zoe is waiting on a setup
  • Performance and trust metrics (shown only when enough verified data)

Informational decision support only. Not investment advice. You remain responsible for every investment decision. Demo Autopilot can simulate execution. Live-money Autopilot is not currently available. Market data may be delayed or incomplete.