Connect your accounts, analyze performance, track dividends,
and monitor growth; no spreadsheets, no guesswork.
Over 3000 supported institutions across stocks, ETFs, mutual funds, and crypto.
Stocks & Equities
ETFs
Mutual funds
Cryptocurrencies
Stocks & equities
ETFs
Mutual fund
Cryptocurrencies
Orizon provides a powerful suite of features that give you a complete view of all your investments.
Current holdings, entry and exit history tracked across all your connected accounts.
Concentration across sectors, asset classes, and individual holdings – mapped automatically.
Earned, announced, and forecasted payouts across every holding – in one schedule.
Echo AI analyzes your actual portfolio data, positions, trades, allocation, dividends, and performance, so you can explore what you hold with greater clarity.
Your tech exposure sits at 15.8% of your portfolio
your 3rd largest sector.
Orizon turns your imported holdings into a full set of interactive analytics – each one tracking a different part of your portfolio: Portfolio value over time · Cross-asset diversification · Top holdings · Sector allocation · Fund distribution · Trade history · Monthly P&L · Cumulative gains · Dividend calendar · Portfolio summary
Orizon turns your imported holdings into a full set of interactive analytics – each one tracking a different part of your portfolio:
We follow security best practices to ensure the confidentiality and integrity of your data at all times.
Our data handling follows industry-standard security and privacy practices used across the U.S. fintech industry.
All user data is encrypted both at rest (AES-256) and in transit (TLS 1.2+). We use secure infrastructure to host all Orizon services.
We utilize read-only tokens for brokerage integration. Our system is architected so that Orizon does not have the technical capability to execute trades or move assets on your behalf.
We maintain stringent internal processes, including least-privilege access, regular vulnerability scanning, and mandatory security training for all personnel.
“ I love all of the data that is available at your fingertips. It really is an all-in-one platform... It's really easy to navigate most of the menus too, which makes it very user-friendly. ”
NO CREDIT CARD REQUIRED
