Understanding Your Analytical Dashboard

The Orizon Analytics Dashboard serves as the central analytical hub for your portfolio. We have transitioned from a static overview to a Customizable Reporting Framework, allowing you to choose the analytical modules that best support your monitoring and analysis strategy.

1. The Dashboard Framework

The dashboard is structured into four distinct sections designed to provide a comprehensive view of your financial data.

• Greeting Section: A daily summary featuring a Performance Snapshot. The system tracks your Portfolio Day Change, identifying if the market value of your holdings is up, down, or holding steady based on the most recent available data feeds.

• Summary Statistics: This section provides a high-level view of your total wealth, aggregating Stocks, ETFs, and Mutual Funds into a single Portfolio Value. It includes your estimated Unrealized P&L and Connected Accounts status.

  • Status indicators (Green for active; Yellow for action required) assist you in maintaining healthy data synchronization.

• Dynamic Grid Layout: This modular space houses your selected widgets. You can customize this layout to prioritize the specific data points that matter most to your analysis.

• Recent Closed Trades: Located at the bottom of the page, this section maintains a record of your most recently exited positions to provide a view of your realized performance.

2. Personalizing Your View: The Configuration Slide-Out

The Widget Configuration menu allows you to toggle analytical modules on or off in real-time to match your reporting needs.

• Contextual Editing: When the configuration menu is active, the dashboard background is obscured, allowing you to focus on adjusting your layout dynamically.

• Persistence: Your preferred layout is saved to your profile. Whether you log in from a new device or clear your browser cache, your custom configuration remains intact.

3. The Widget Gallery

You can populate your grid with various analytical tools designed for different monitoring styles:

• Portfolio Value: Visualizes long-term wealth accumulation by displaying a combined equity curve of all asset classes from your earliest recorded trade in Orizon.

• Asset Analysis: Uses a Radar (Spiderweb) Chart to highlight structural balance. It compares your allocation across Stocks, ETFs, and Mutual Funds, identifying which asset class currently carries the most weight.

• Top 5 Holdings: Identifies your five largest financial exposures by market value, displaying their specific day change and total value.

• Stock Allocation: A donut chart focusing on Sector Diversification for individual stock holdings, filtering out funds to show concentrations in areas like Technology or Healthcare.

• Fund Distribution: A ranked bar chart providing a comparative view of your ETF and Mutual Fund weightings.

• Trade History: Visualizes trading velocity by comparing opening (Buy/Short) and closing (Sell/Cover) actions over a selected timeline.

• Profit by Month: Displays realized performance in a bar format to visualize the success of closed trades over time.

• Cumulative Profit: Monitors your long-term success through a continuous equity curve of all realized gains and losses.

• Dividend Earnings: Tracks actual payouts over the last four completed months to provide a standardized view of income trends.

• Upcoming Dividends: A forward-looking tracker that ranks your next five approaching Ex-Dividend dates and provides an estimated payout amount.

4. Direct Insights with Echo AI

The dashboard is more than just a visual display; it is a live knowledge base for your Echo AI Assistant. Echo streamlines the data review process by efficiently interpreting your dashboard metrics to help answer your portfolio questions.

• Efficient Clarity: Skip the manual spreadsheets. Ask Echo to identify trends or pinpoint specific values within your top holdings to get data-driven answers in seconds.

• Narrative Overview: Move beyond raw numbers. Echo can contextualize the trends in your portfolio, helping you understand how your dividend income has evolved or how your fund distribution has shifted over time.

• Conversational Interaction: Engage with your data naturally. Whether you’re on the move or conducting a strategic review, you can ask Echo for a summary of your dashboard metrics.:

  • "Echo, give me a breakdown of my top performers today."

  • "Show me how my dividend growth this quarter compares to the last."

  • "What is the current balance between my ETF and Mutual Fund weightings?"

GENERAL DISCLOSURE

This documentation is provided by Orizon Analytics, LLC ("Orizon"), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

1. Nature of the Service: Orizon provides non-discretionary portfolio analytics and investment recommendations. We do not provide financial planning, tax advice, or discretionary management. All investments carry risks, including the potential loss of principal.

2. Hypothetical & Illustrative Data: Any charts, graphs, or Snapshot values shown in help documentation or marketing materials are for illustrative purposes only. Asset names may be blurred or genericized to maintain regulatory compliance and user privacy. Past performance is no guarantee of future results.

3. Echo AI Agent: Echo AI is an analytical tool and does not possess the capacity to consider a client's individual financial situation, risk tolerance, or specific investment objectives. Users should not rely solely on AI-generated outputs or dashboard visualizations for investment decisions.

4. Data Reliability: Information is derived from third-party financial service providers. While Orizon believes this data to be reliable, we cannot guarantee the accuracy, completeness, or timeliness of third-party information.

5. Form ADV/CRS: For full details on our services, fees, and conflicts of interest, please consult our Form ADV Part 2A Brochure and Form CRS available on our website.