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.
Unlock Key Insights
Get a clear, actionable view of your portfolio performance, helping you make informed decisions with analytical clarity.
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.
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 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 14-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.
