All-in-One Portfolio Analytics
Tired of juggling different apps to see how your portfolio is performing?
Orizon provides a consolidated view of your investments, so you can analyze every trade, see detailed sector distribution, and monitor passive income with ease.
Bank-Level Security
Read-only access. Your credentials are never stored.
See Orizon Analytics in Action
See how Orizon simplifies your portfolio analysis and helps you make informed investment decisions.
Access Analytical Perspectives
Review a clear, data-driven perspective of your portfolio performance to assist in your decision-making with analytical clarity.
Review Portfolio Metrics
Analyze your portfolio's core metrics using our investment insight tools to better understand your historical and current positioning.
Customize Your Data
Customize your data views to identify trends and potential diversification opportunities relevant to your strategy.
Monitor Performance
Monitor historical investment performance across various time-frames for detailed analytical review.
Comprehensive View
Gain a comprehensive view of your entire portfolio's historical performance and key composition metrics.
Bring Your Whole Portfolio Together
Orizon provides a powerful suite of features that lets you unlock deep insights across all your investments.
Gather in-depth trades analysis
Unlock specific insights from your current and historical data.
Granular Details
Access granular details to truly understand each trade’s position and data.
Performance Optimization
Review past performance to better understand your historical trading patterns.
Activity Ledger
Maintain a comprehensive record of all your investment activity.
Uncover Sector & Industry Diversification Opportunities
Discover a powerful breakdown of your investments.
Cross-Sector Analysis
Analyze performance across different sectors and industries to uncover potential rebalancing opportunities.
Diversified Insights
Maintain a comprehensive understanding of your diversified stock investments.
Track Your Dividends and Passive Income
Gain a complete picture of your passive income with detailed dividend insights.
Earned Dividends
See earned dividends that have already been paid to you.
Announced Dividends
Stay informed about announced dividends that are coming soon.
Estimated Forecasts
View forecast dividend earnings to plan for the future.
Empowering Every Investor
— From Beginner to Pro
At Orizon Analytics, we believe that sophisticated portfolio tools should be available to every investor. Whether you are an experienced market participant or just starting out, our mission is to support your investment journey by delivering robust portfolio management software, data-driven analytics, and an intuitive user experience. We go beyond listing data; we provide the analytical framework you need to navigate market complexities, transforming your portfolio data into actionable analytics.
Ready to Enhance How You Manage Your Investments?
Take a data-driven approach to investing. Orizon Analytics brings clarity, control, and analytical perspective to your portfolio management.
Frequently Asked Questions
Orizon Analytics is an investment analysis platform designed to provide data-driven insights regarding your stock portfolio holdings.
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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.
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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.
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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.
