<h1 id="syb2cwec7p0" data-toc-id="syb2cwec7p0">Platform Onboarding</h1><details class="details"><summary>What exactly is Orizon Analytics, and how can it help me with my stock portfolio?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Who is Orizon Analytics designed for? Is it for beginners or experienced investors?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Do I need to provide payment information to begin the free trial?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>What makes Orizon Analytics different from just looking at my brokerage account statements?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Are wash sales factored into our analysis?</summary><div data-type="detailsContent">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.</div></details><h1 id="4174zx6oex0" data-toc-id="4174zx6oex0">Echo AI Agent</h1><details class="details"><summary>Is Orizon Analytics AI-Powered?</summary><div data-type="detailsContent">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:<ol><li>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.</li><li>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.</li></ol>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.</div></details><details class="details"><summary>Is my personal data shared with the AI provider (Anthropic)?</summary><div data-type="detailsContent">No. Your security is a fundamental part of our design. We utilize a proprietary intermediary server that acts as a secure digital checkpoint.<ul><li>Anonymized Context: We only share anonymized, non-personal context with the Claude Sonnet model to generate responses.</li><li>No Direct Access: The LLM never has direct access to our secure databases or your personal identity.</li><li>Read-Only: The system is strictly read-only; Echo AI can analyze data but cannot execute trades or move funds.</li></ul></div></details><details class="details"><summary>How accurate are the insights provided by Echo AI?</summary><div data-type="detailsContent">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:<ul><li>Perform quarterly testing of the model’s output for consistency with our fiduciary duty.</li><li>Encourage all users to verify AI-generated summaries against the primary tables and charts within the Orizon platform.</li></ul></div></details><details class="details"><summary>Can Echo AI predict future stock prices or market movements?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Why does the AI sometimes ask for more "context" or clarity?</summary><div data-type="detailsContent">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..</div></details><h1 id="k51oli1pt00" data-toc-id="k51oli1pt00">Pricing Details</h1><details class="details"><summary>What is the difference between the plans?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Can I cancel my subscription at any time?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>Do I need to provide payment information to begin the free trial?</summary><div data-type="detailsContent">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.</div></details><details class="details"><summary>What security measures do you have in place to protect my data and payment information?</summary><div data-type="detailsContent">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.</div></details><h1 id="rrkfe056aqt" data-toc-id="rrkfe056aqt"></h1>

FAQs

Search our knowledge base for quick answers.

Oscar

Everything you need to set up and navigate Orizon Analytics

Getting Started

Welcome to Orizon Analytics: Getting Started

Managing your account settings and personal preferences

Profile

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

Navigating My Account and Profile

Details of  your conversational partner for portfolio analysis

Echo AI

Meet Echo AI: Your Portfolio Analysis Assistant

Understanding How Echo AI Analyzes Your Portfolio Data

Provides key metrics and performance indicators of stocks owned

Dashboard

Understanding Your Analytical Dashboard

Understanding Your Profit by Month Graph

Understanding Your Cumulative Profit Graph

Recent Closed Trades Table

How your positions and balances are displayed and calculated

Holdings

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

The Entry History page serves as a comprehensive, transaction-level ledger designed to track every opening and add-on purchase across both your current and historical portfolio positions. Unlike aggregate position summaries, this view provides an unfiltered look at how and when your portfolio data was recorded in the system.

Entry History: Granular Tracking for Opening and Add-On Transactions

The Exit History page serves as your central analytical ledger designed to organize trade history filtered to full and partial closing transactions across current and historical positions. Rather than looking at aggregate portfolio totals, this page isolates your exits to give you a complete, transaction-level audit trail of your calculated gains, losses, and capital allocation over time.

Exit History: Granular Tracking for Full and Partial Closing Transactions

At Orizon Analytics, tracking your investments accurately is essential for gaining deep insights into your portfolio performance. While automated brokerage syncing handles your linked accounts, our Manual Trades feature gives you full control to log, edit, close, and manage independent or simulated positions directly.

This guide walks you through every step of managing manual trades within your account.

Managing Manual Trades: A Comprehensive Guide

Complete guide to understanding your investment diversification across Stocks, ETFs, Mutual Funds and Crypto

Allocation

Stocks 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

Funds Allocation: Isolate and Analyze ETFs & Mutual Funds

Cryptocurrency Allocation

The Crypto Allocation page provides a dedicated space designed to help you isolate, monitor, and analyze your cryptocurrency and digital asset holdings. Because cryptocurrency markets operate 24/7 on different dynamics than traditional equities or funds, this page gives you specialized software tools to track your crypto valuations, capitalization weightings, risk metrics, and token holdings.

Crypto Allocation: Isolate and Analyze Digital Assets

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

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

Linking, managing, and troubleshooting your brokerage connections

Connections

Managing Your Financial Connections: The Connections Hub

Why We Use Plaid for Your Brokerage Connection

Why We Use SnapTrade for Your Brokerage Connection

Why Connect Your Brokerage Account?

How Orizon protects your data, accounts, and privacy

Security & Trust

Security & Privacy at Orizon Analytics

How We Safeguard Your Connected Financial Accounts

Service Availability & Real-Time Monitoring

Securing Your Account with Multi-Factor Authentication (MFA)

Understanding Market Data and Sync Schedules

Have a question?

Help Center

Improved

Fixed

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In Review

Planned

In Progress

Completed

Rejected

Completed & Archived

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.