Meet Echo AI: Your Portfolio Analysis Assistant

Written By Oscar

Last updated 13 days ago

We’re excited to introduce Orizon Echo AI Agent, your new conversational partner for portfolio analysis. Instead of strictly navigating through deep menus, charts, and tables, you can now "talk with your data." Echo AI pulls information directly from your consolidated investments within the Orizon platform, allowing you to ask natural language questions and generate data-driven responses based on your holdings.

The Power of Both: AI & Visual Analytics

At Orizon Analytics, we believe the best decisions are made when you have multiple ways to view your financial picture. Echo AI is designed to complement our robust visualization and reporting tools:

  • Charts & Tables for In-Depth Analysis: Use these for a full, unfiltered view of your data. They are essential for spotting long-term trends, comparing metrics visually, and performing high-precision deep dives with the highest level of data granularity.

  • Echo AI for Rapid Insight Retrieval: Use Echo AI to bridge the gap between complex datasets and quick information retrieval. Simply ask a question to generate a summary or to help you identify the specific parameters needed to generate a formal custom report for your holdings within the Orizon platform.

This dual approach allows you to seamlessly switch between high-level conversation and the detailed visual verification necessary for sound investment analysis.

Real Data, Real Results

Echo AI is built on the foundation of our fiduciary commitment to provide objective, data-driven tools for.

  • Actual Portfolio Data: Echo AI interprets your current holdings and historical performance data within the Orizon platform.

  • No "Crystal Balls": Echo AI is programmed to be a descriptive tool, not a predictive one. It does not provide stock price predictions, speculate on future market movements, or guarantee investment success.

  • Fact-Based Decision Making: It provides the "what" and the "how" of your current performance so you can make informed decisions.

What Echo AI Can Do For You

Echo AI has direct access to your trading data within the Orizon platform through secure, read-only authentication. Here is a snapshot of how it can assist you:

  • Dashboard & Statistics: Ask for a summary of your total investments.

  • Portfolio Management: Get sector and industry breakdowns or monitor your current positions with unrealized P&L calculations.

  • Trade Analysis: Review open or closed trades with detailed profit/loss analysis. You can filter by symbol, date range, or asset type.

  • Dividend Income: Check the dividends you’ve earned and view future income projections based on your current holdings.

Try asking:

  • "What was my top-performing sector this quarter?"

  • "How much dividend income did I receive last year?"

  • "How many days have I held my position in AAPL?"

Safety and Security

Your security is our paramount concern. Echo AI accesses your Orizon Analytics data via secure, read-only authentication.

  • Privacy: You never provide login credentials or sensitive brokerage passwords to the AI itself.

  • Data Integrity: The AI cannot execute trades or move funds; it is strictly an analytical assistant.

⚠️ IMPORTANT REGULATORY DISCLOSURE

Echo AI Agent and Recommendations: As described in Section B of our Firm Brochure (Form ADV Part 2A), Orizon Analytics provides investment recommendations and insights through the Echo AI Agent. This conversational interface is powered by the Anthropic Claude Sonnet Large Language Model (LLM). While Echo AI leverages our proprietary intermediary server to access your real-time investment data, please be advised that the generation of these recommendations involves third-party technology.

Inherent Risks of LLM Technology: The use of AI in financial advisory services carries specific risks. Despite our technical safeguards, LLMs can occasionally produce "hallucinations," logical errors, or inaccuracies. To ensure the highest level of accuracy for your financial planning:

  • Provide Context: Ensure your prompts are detailed and specific to your current financial goals.

  • Verification: You are encouraged to double-check AI-generated insights against your primary Orizon charts, tables, and official account statements.

Fiduciary Oversight: Orizon Analytics maintains oversight of the tools and data provided via Echo AI. However, AI-driven insights should be considered within the broader context of your overall investment strategy.

No Legal or Tax Advice: While Echo AI provides investment recommendations, it does not provide legal, tax, or accounting advice. Nothing in this disclosure is intended to waive Orizon Analytics LLC’s fiduciary duties or any rights you may have under federal or state securities laws.