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Echo AI

Meet Echo AI: Your Portfolio Analysis Assistant

Search our knowledge base for quick answers.

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

FAQs

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

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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.