All-in-One Portfolio Analytics

Tired of juggling different apps to see how your portfolio is performing?

Orizon provides a consolidated view of all your investments, so you can analyze every trade, see detailed sector distribution, and monitor passive income with ease.

💳 No credit card required

Integrate with leading Brokerages

Integrate with leading brokerages to connect your investment accounts and get a unified view of your entire portfolio.

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Unlock Key Insights

Get a clear, actionable view of your portfolio performance, helping you make informed decisions with confidence.

Instantly Understand Health

Instantly understand your portfolio’s health using our investment insight tool, focusing on key metrics.

Customize Your Data

Customize data to pinpoint trends and opportunities relevant to your strategy.

Monitor Performance

Monitor investment performance across various time-frames for detailed analysis.

Comprehensive View

Get a comprehensive view of your entire portfolio's performance and health.

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.

  • Access granular details to truly understand each trade’s impact.
  • Review past performance to refine your future trading strategies.
  • Maintain a comprehensive record of all your investment activity.

Uncover Sector & Industry Opportunities

Discover a powerful breakdown of your investments.

  • Analyze performance across different sectors and industries to uncover new opportunities.
  • Maintain a comprehensive understanding of your diversified stock investments, exactly how you want them.

Track Your Dividends for Consistent Income

Gain a complete picture of your passive income with detailed dividend insights.

  • See earned dividends that have already been paid to you.
  • Stay informed about announced dividends that are coming soon.
  • View forecast dividend earnings to plan for the future.

See Orizon Analytics in Action

See how Orizon simplifies your portfolio analysis and helps you make smarter investment decisions.

Stock Portfolio Management Overview

Empowering Every Investor

— From Beginner to Pro

At Orizon Analytics, we believe financial growth should be accessible to everyone. Whether you’re a seasoned investor or just starting out, our mission is to simplify stock market success by delivering powerful portfolio management software, data-driven insights, and an intuitive experience. We go beyond listing stocks — we provide the knowledge and analytics you need to navigate market complexities with confidence, transforming your financial goals into actionable insights.

Ready to Transform How You Manage Your Investments?

Take the guesswork out of investing. Orizon Analytics brings clarity, control, and confidence to your portfolio management.

Frequently Asked Questions

Orizon Analytics is a powerful investment insight tool designed to provide you with insightful data analysis of your stock portfolio holdings. We help you go beyond simply seeing your investments by uncovering key trends, risks, and opportunities within your portfolio, enabling you to make more informed decisions.

Orizon Analytics is designed for investors at all levels, from beginners to experts seeking advanced stock analysis software. Our intuitive interface and clear visualizations make complex portfolio data easy to understand and act upon.

No, you can start your 30-day free trial of Orizon Analytics without providing any payment information. We want you to experience the power of our platform firsthand before making any commitment.

While brokerage statements offer a snapshot of your holdings and transactions, Orizon Analytics delivers deeper insights with advanced portfolio performance tracker and investment insight tool features. We go beyond basic reporting to provide visualizations, trend analysis, and comparative data, helping you understand the factors driving your portfolio’s performance and plan future strategies effectively.

We don’t directly incorporate wash sale rules into our analytics. Instead, we concentrate on the granular details of each individual trade. This approach allows us to provide a distinct layer of analysis, while users can readily utilize the wash sale data already provided by their brokerage accounts for tax purposes.

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Orizon Analytics

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Disclaimer

Orizon Analytics provides data analytics and reporting tools for informational purposes only. We do not offer investment advice, financial advice, tax advice, or legal advice. We also do not facilitate any investment transactions (e.g., buying or selling securities).

All content, tools, data, charts, and insights on this platform, including features such as “Total Estimated Income” and “Forecast Income” related to dividends, are designed to help you better understand and visualize your existing investment portfolio through data analysis. They are not intended as, and should not be construed as, recommendations, endorsements, or offers to buy or sell any security or investment.

Specific to “Total Estimated Income” and “Forecast Income” for Dividends: These figures are estimates based on historical dividend data, announced dividend schedules, and the current holdings within your portfolio. They are not guarantees of future income or dividend payments. Dividend payments are subject to change, suspension, or elimination by the issuing company at any time, and can be influenced by various market, economic, and company-specific factors.

Past performance is not indicative of future results. Investment involves risks, and you should always consult with a qualified financial professional before making any investment decisions.