Orizon Analytics is an investment analysis platform designed to provide data-driven insights regarding your stock portfolio holdings.

Our tools are designed to help you analyze your investment data by identifying trends, risk metrics, and diversification characteristics within your portfolio, assisting you in your own decision-making process.

Orizon Analytics is designed for investors at all levels, from individuals beginning their investment journey to those seeking advanced analytical software.

Our interface and visualizations are built to help make complex portfolio data more accessible for individual review.

No, you can start your 14-day free trial of Orizon Analytics without providing any payment information. We want you to explore the analytical features of our platform firsthand before making a subscription commitment.

While brokerage statements provide essential records of holdings and transactions, Orizon Analytics offers a consolidated analytical interface.

We provide visualizations, historical trend analysis, and comparative metrics to help you review the factors affecting your portfolio’s historical performance and assist you in evaluating your investment strategy.

Orizon Analytics does not currently incorporate wash sale rules into its performance metrics. Our analysis focuses on the specific details of each individual trade to provide a distinct layer of historical data review. Users should refer to the official tax documents and wash sale data provided by their respective brokerage firms for tax reporting purposes.

Orizon utilizes a dual-engine approach designed for analytical consistency. Rather than relying solely on general-purpose AI, which may be subject to hallucinations and/or calculation logic errors, our platform combines traditional quantitative engineering with conversational AI.

We believe this structure provides a more balanced environment for portfolio analysis:

1. Quantitative Algorithms: The core of your portfolio analysis, performance metrics, and risk outputs is powered by proprietary quantitative algorithms. These are non-AI engines designed specifically to process financial data according to standard mathematical formulas. This core engine is intended to provide consistent and verifiable data outputs, which are subject to internal technical and compliance reviews at least quarterly.

2. Echo AI Agent: To help you interact with these complex datasets, we utilize Echo AI (powered by the Anthropic Claude Sonnet model). Echo AI acts as a conversational interface that retrieves and summarizes the data generated by our core algorithms.

This approach allows you to benefit from the analytical depth of traditional financial modeling while using the intuitive interface of an AI assistant. By following this approach, we aim to provide information that is both accessible and grounded in your actual historical performance data.

Note: While our dual-engine approach includes internal controls, no system can eliminate market risk or the potential for technical errors.

No. Your security is a fundamental part of our design. We utilize a proprietary intermediary server that acts as a secure digital checkpoint.

• Anonymized Context: We only share anonymized, non-personal context with the Claude Sonnet model to generate responses.

• No Direct Access: The LLM never has direct access to our secure databases or your personal identity.

• Read-Only: The system is strictly read-only; Echo AI can analyze data but cannot execute trades or move funds.

Echo AI is designed for high reliability by tethering the AI's brain to our proprietary data feeds. However, like all Large Language Models, there is an inherent risk of hallucinations or logical errors. To ensure accuracy, we:

• Perform quarterly testing of the model’s output for consistency with our fiduciary duty.

• Encourage all users to verify AI-generated summaries against the primary tables and charts within the Orizon platform.

No. Echo AI is a descriptive and analytical tool, not a predictive one. While it can help you understand the "what" and "how" of your current and historical performance, it is programmed to avoid market speculation. It does not provide predictions or guarantees of future investment success.

Echo AI’s interpretation risk is tied to the clarity of your questions. The quality of the response depends on the detail provided in your prompt. Additionally, the AI primarily focuses on your recent interactions to maintain a relevant conversation. If you are looking for specific analysis, we recommend being as detailed as possible regarding the date ranges, symbols, or metrics you wish to explore..

Our pricing is designed to be simple and transparent. All subscription tiers (Monthly, Quarterly, and Annual) provide the same full access to the platform’s analytical features.

The primary difference is the billing cycle and the discounted rate offered for longer-term commitments. There are no hidden fees or additional paywalls for specific analytical tools.

Yes, you can cancel your subscription at any time directly through your account settings. Your access to the platform’s features will continue through the end of your current billing period, and you will not be charged for the subsequent cycle.

No, you can start your 14-day free trial of Orizon Analytics without providing any payment information. This allows you to explore the analytical capabilities of our platform before deciding on a subscription plan.

We utilize robust industry-standard security protocols to help protect your information. This includes encryption for data in transit (TLS/SSL) and encryption for data at rest using AES-256 standards.

To enhance financial security, all payments are processed through Stripe, a global payment processor. Your sensitive payment information is handled directly by Stripe and is not stored on Orizon Analytics’ servers.

Our application is hosted in secure data centers that maintain ISO/IEC 27001 compliance. We implement internal access control policies and perform regular security assessments to monitor system integrity.