Orizon Analytics: Our Public Roadmap

Security Documentation & Certification Updates

We’re continuing to invest in the security behind your data. Updated documentation and certifications reflect the ongoing work to keep your information safe. Expected January 2027.

Email Notification System

You’ll receive timely email alerts on the account and portfolio events that matter most to you, such as significant price movements, dividend announcements, or earnings reports. This way you’re never left wondering what’s happening with your investments.

Support for Fixed Income Asset Types

Stock Details View

We're currently building a more detailed Stock Details View to help you dive deeper into your individual stock holdings. This feature will go beyond a simple price chart, allowing you to see your complete transaction history for that stock—including all your buys, sells, and dividends. We aim to provide a full, historical breakdown of your actions on a single security, making it easier to analyze past decisions.

Portfolio Health

Portfolio Health feature will give you a clear, data-driven view of your portfolio's well-being. This will analyze your holdings and provide essential metrics like a Risk Score and Diversification Score. Our goal is to help you understand how balanced your investments are, where potential risks lie, and how well your portfolio is positioned for the long term.

Alert and Notification For Important Portfolio Events

Implement a notification system to alert users of important events, such as significant price movements, dividend announcements, or earnings reports. Allow users to customize notification preferences.

Goal Reminders via Mobile Push

Get a nudge on your progress. Push notifications keep you updated on your goals, no need to log in to check.

Goal Setting & Target Tracking

Set your own targets and let Orizon track your progress toward them automatically. Think of it as a planning companion that gives you a clear view of how you’re tracking toward what matters to you.

Orizon Analytics Phone App (Android)

We’re coming to your pocket! We are currently developing the Orizon Analytics Phone App for Android to bring Intelligent Portfolio Monitoring & Analytics to your mobile device. This native experience is being designed to help simplify your data on the go, offering a streamlined interface to track trades and monitor portfolio health. Included in this release will be our Dividend Tracker & Calendar, designed to help you stay informed on upcoming distributions and ex-dividend dates. Our goal is to provide deep analytical tools so you can stay connected to your investment data on the go.

Orizon Analytics Phone App (iOS)

We’re coming to your pocket! We are currently developing the Orizon Analytics Phone App for iOS to bring Intelligent Portfolio Monitoring & Analytics to your mobile device. This native experience is being designed to help simplify your data on the go, offering a streamlined interface to track trades and monitor portfolio health. Included in this release will be our Dividend Tracker & Calendar, designed to help you stay informed on upcoming distributions and ex-dividend dates. Our goal is to provide deep analytical tools so you can stay connected to your investment data on the go

Dashboard Customization

We are considering adding Dashboard Customization to a future update. This feature would allow you to personalize your Orizon Analytics dashboard by choosing which widgets to display and how they're arranged. You could prioritize the metrics most important to you—like your dividend income, top-performing sectors, or risk score—and build a dashboard that perfectly matches your investment goals.

Brokerage Data Integration

Brokerage Data Integration

Echo AI: Pop-out Assistant

Echo AI travels with you now. Pop it open from any page on the platform so you can ask a question without losing your place. Expected September 2026.

Echo AI: Visual Overhaul

Echo AI’s answers are getting a visual upgrade. Expect more charts and tables so you can see the numbers behind the insights, not just read about them. Expected September 2026.

Echo AI: Upgraded Engine

Echo AI just got smarter. With an upgrade to Sonnet 5, you’ll notice faster, more accurate answers when you ask about your portfolio, trends, or market data. Expected September 2026.

Account Lifecycle Emails

We’re rolling out emails that keep you in the loop at every stage of your account journey, from getting started to the key milestones along the way. Expected September 2026.

Expanding Institutional Support & Connectivity

To further our mission of Intelligent Portfolio Monitoring & Analytics, we are actively expanding our connectivity framework to include a wider range of major US financial institutions. We are developing integrations intended to support top-tier brokerages and banks; such as Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Chase, Empower, Public, Bank of America and many more.* By expanding our network, we aim to simplify data from your preferred sources, helping you consolidate your investment financial overview into one intelligent, unified view. *All third-party trademarks (including logos and names) remain the property of their respective owners. Use of them does not imply any affiliation with or endorsement by them.

Cryptocurrency Allocation

We are exploring the addition of Cryptocurrency Allocation to our feature set to give you greater clarity on your crypto investments. This would provide a deeper look into your digital assets, allowing you to connect your crypto wallets and exchanges. Our goal is to give you a complete picture of your net worth and help you analyze the true diversification of your entire portfolio, in a all-in-one consolidated view.

Dividend Payment Calendar

We're currently building an interactive Dividend Payment Calendar to give you a clear, visual overview of your passive income. This feature will display all your dividend payments—past, announced, and forecasted—in a simple, easy-to-read calendar format. You'll be able to click on any day to see a detailed breakdown of which stocks paid you and how much you earned, making it effortless to track your income schedule.

Orizon Echo AI

We are currently building and testing a generative AI tool designed to assist with portfolio management and reporting. The primary goal is to leverage generative AI to provide users with in-depth, personalized analytics.

Dividend Income Analysis