Why Connect Your Brokerage Account?

Connecting your brokerage account to your Orizon Analytics profile is the best way to get a complete and accurate view of your investments. We use a secure, encrypted process to automatically import your data, giving you access to powerful analytical tools without any manual work.

Automatic and Secure Data Syncing

Automated Import: Once connected, your historical trades and current positions are automatically imported from your brokerage account, allowing for a streamlined review of your portfolio activity.

Read-Only Security Standards: We utilize secure, encrypted processes to handle your data. The connection is read-only, meaning Orizon Analytics cannot execute trades, move funds, or make any changes to your brokerage account. Your data is processed using industry-standard encryption protocols.

Daily Brokerage Sync: Every night at midnight, our system performs a comprehensive sync with your brokerage to capture all changes from the previous trading day, including new trade executions, dividend payments, and cost-basis adjustments.

Regular Market Data Refresh: We sync with market data daily (at market open, every 2 hours during trading hours, and at market close) to provide you with updated portfolio metrics across your connected accounts. This ensures your analysis is based on recent market information.

Analytical Insights

Organized Trade History: By connecting your account, you access a detailed history of your transactions with automated categorization. This provides an organized record to help you review your past trading patterns.

Performance Analytics: With your data consolidated in one interface, you can utilize advanced analytics to monitor your historical performance. Our tools are designed to help you analyze your strategy and identify historical trends in your trading behavior.

Multi-Account Support: Whether you have multiple accounts with the same broker or accounts across different firms, you can connect them to create a unified view of your stock portfolios in one place.

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Connecting your brokerage account is a secure way to access the full suite of Orizon Analytics features. It provides the foundation for an organized and analytical view of your investment history.

If you have any questions or encounter any issues, please contact our support team for assistance at support@orizonanalytics.io

Compliance Disclosure: Orizon Analytics is an SEC-registered investment adviser. These tools are provided for informational and educational purposes and do not constitute personalized investment advice or recommendations. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.