Frequently Asked Questions

EPIG Guided is a Done-With-You portfolio implementation service. You receive real-time trade alerts via Discord based on the EPIG Investment Design, execute them in your own brokerage account, and track aggregated alert performance on a transparent dashboard. You maintain full control of your capital at all times.

No. EPIG Guided is for informational and educational purposes only. Nothing provided constitutes investment advice, a solicitation, or an offer to buy or sell securities. You are solely responsible for your own trading decisions. Always consult a licensed financial advisor before making investment decisions.

EPIG Guided is designed for self-directed investors who want a systematic, transparent approach to portfolio management. Ideal participants value capital protection, understand risk management concepts, and are comfortable executing trades in their own brokerage accounts.

When a trade opportunity is identified, you receive a real-time alert via Discord with the instrument, direction (buy/sell), entry price, stop-loss level, and target. You then decide whether to execute the trade in your own brokerage account.

Trade alerts are delivered via Discord. You'll receive access to a private Discord channel upon subscribing to EPIG Guided.

Most alerts are designed around liquid instruments (SPY, major equities, options) where you have reasonable time to execute. Exact timing depends on the instrument and market conditions. The alerts include entry zones rather than exact prices to account for execution flexibility.

Missing an alert is perfectly fine. Not every alert needs to be taken. The dashboard tracks the performance of all alerts regardless of whether you personally executed them. Over time, consistent participation yields the best results.

The Stock Portfolio is the core allocation (85-99% of capital). It includes SPY-anchored positions and selective stock picks designed to protect and grow the majority of your capital with a systematic approach. Target return: ~4-6% annually.

The Options Portfolio is the episodic pivot layer (5-25% position sizing). It focuses on asymmetric options plays during market dislocations — defined risk with unlimited upside. This is the antifragile layer. Target return: ~4-8% annually.

The minimum recommended capital is $100,000 for the Stock Portfolio and $10,000 for the Options Portfolio, totaling $110,000 for full participation in both. You can participate in just one portfolio if preferred.

Yes. Performance data reflects actual alert outcomes uploaded from trade records. The dashboard shows aggregated results of all trade alerts — not simulated or backtested data.

Performance is calculated using realized P&L from closed trades. We compute cumulative return, max drawdown, win rate, profit factor, Sharpe ratio, and other metrics from actual alert outcomes. Open positions are shown separately and not included in return calculations.

The dashboard is updated after each batch of trade data is uploaded. You'll see the 'Last Updated' timestamp on the dashboard header. Updates typically occur after trade closures are recorded.

Where available, fees and commissions are included in the P&L calculations. The dashboard shows net results.

The Research Portal (research.ekantikcapital.com) is an AI-powered intelligence platform that provides market analysis, watchlists, trend tracking, and trade journaling tools. It's included with your EPIG Guided subscription.

The Research Portal includes: Intelligence Feed (AI-powered market analysis), Watchlist (ticker tracking), Magnificent 7 Scorecard, AOMG Growth Tracker, Portfolio Heat mapping, Market Observations, and Trade Journal.

Once logged in to EPIG Guided, click the 'Research Portal' button in the navigation bar. This will seamlessly redirect you to the Research Portal with your authenticated session.