Oscar

Details of  your conversational partner for portfolio analysis

Echo AI

Meet Echo AI: Your Portfolio Analysis Assistant

Search for any helpful articles from our team to find answers to your questions.

Important Disclosure:
This material is for informational and educational purposes only and should not be considered investment advice or a recommendation to engage in any particular investment strategy. Investing involves risks, including the potential loss of principal. Please see our Form ADV Part 2A for full details on our advisory services, fees, and conflicts of interest.

Getting Started

Welcome to Orizon Analytics: Getting Started

FAQs

Provides key metrics and performance indicators of stocks owned

Dashboard

Filtering Data by Date Range

Understanding Your Cumulative Profit Graph

Understanding Your Profit by Month Graph

Recent Closed Trades Table

Understanding Your Analytical Dashboard

Trades

How to Track a Trade (Opening a Trade)

Current Positions: At-a-Glance Guide to Market Exposure

Opened Trades: Extended Details on Opening Positions

Editing an Open Trade

Closing a Trade

Closing Long Positions

Closing Short Positions

Closed Trades: Complete History of Realized Performance

This article explains how to delete a trade from your Orizon Analytics account and outlines the key benefits of doing so.

Deleting a Trade: Understanding the Benefits and Process

Complete guide to understanding and optimizing your investment diversification

Portfolio: Allocation

Stocks Allocation: Analyze Individual Equity Holdings

Understanding Your Portfolio Sector Allocation

Understanding Your Portfolio Allocation Treemap: Sectors and Industry Groups

Understanding Your Portfolio Allocation Detailed Holdings Distribution

Funds Allocation: Isolate and Analyze ETFs & Mutual Funds

Learn how we help you analyze both historical and future dividend earnings from your investments

Portfolio: Dividends Income

Total Earned Dividend Income Graph

Trailing Twelve Months (TTM) Dividend Growth Rate

Total Estimated Income

Announced Income

Forecast Income

Estimated Income Date Range Selector

Estimated Future Monthly Income

Detailed Dividend Schedule Table

Understanding Your Interactive Dividend Payment Calendar

Manage your connected brokerage accounts and connect to new brokers

Connections

How to Connect Your Brokerage Account

Why We Use SnapTrade for Your Brokerage Connection

Why Connect Your Brokerage Account?

Accessing and managing your profile and account settings

Profile

This article guides you through accessing and managing your profile and account settings.

Navigating My Account and Profile

How can we help you?

Help Center

Improved

Fixed

orizonanalytics

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Live Beta

This roadmap is our commitment to building the best portfolio analytics platform for you. We're constantly working to make Orizon Analytics more powerful and intuitive, and always keeping users at the heart of everything we build.Check back often to see what’s next as we shape the future of Orizon Analytics together.Forward-Looking Statements DisclaimerThe information on this product roadmap is for illustrative purposes only and constitutes forward-looking statements. These statements, including all projected features, timelines, and product names, reflect our current expectations and internal planning. They are not a promise, guarantee, or commitment regarding future product delivery, timing, or functionality.Actual results, product features, and delivery schedules may differ materially from those projected. Changes may occur due to market conditions, regulatory requirements, technical limitations, or other factors outside our control. You should not rely on this roadmap for making investment decisions or commitments.Orizon Analytics, LLC has no obligation to publicly update or revise this roadmap to reflect events or circumstances that occur after the date of its publication.