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Pricing & Plans

Simple & Transparent Advisory Fees

Our transparent fee model provides full access to the Platform’s analytical features with no hidden costs.

As a registered investment adviser, our fees are structured as a flat subscription for access to our automated analytical tools.

Monthly

$9.50 /mo

Billed monthly

Quarterly

$8.55 /mo

Billed quarterly as $25.65

BEST VALUE

Annually

$7.60 /mo

Billed annually as $91.20

Free Trial Offer

Start your 14-day free trial

Experience full access to Orizon Analytics. No credit card required to begin.
Trial access is subject to our standard Terms of Service and Privacy Policy.

Platform & Feature Details

Every plan includes full access to our foundational and advanced analytical suites. Experience professional-grade analytics designed for the individual investor.

All-in-One Portfolio Analytics

Consolidated view of your stock investments across multiple Brokerages.

Connect to unlimited supported brokerage accounts

Review Portfolio metrics

Extract analytical data from historical records

Comprehensive view of historical performance across various time-frames

Deep Dive: Trades & Performance

In-depth trades analysis to assist in reviewing your short and long-term strategy.

Granular trades P&L details

Review past performance & strategies

Comprehensive historical investment activity record

Identify sector and industry diversification opportunities

Passive Income & Dividends

Comprehensive picture of your passive income received from Dividends.

Track earned dividends (Paid)

Monitor announced dividends (Upcoming)

Review estimated dividend forecasts

Detailed historical dividend performance over time

Orizon Echo AI: Your Portfolio Analysis Assistant

Get conversational, data-driven answers to your portfolio-specific questions using our high-reasoning LLM interface.

Generate custom analytical reports based on your portfolio data

Conversational Q&A on historical and current portfolio statistics

Analysis of current positions (Subject to 2-hour data delay)

Platform Fundamentals & Trusted Security

Built on a foundation of security-first engineering and U.S. financial data standards.

Unlimited Read-Only Brokerage Syncs

SEC-Aligned Data Standards

Industry-Standard Encryption

Encrypted, Hardened AWS Infrastructure

Strict Access Control & User Isolation

Secure Token-Based Authentication

Pricing FAQs

Our pricing is designed to be simple and transparent. All subscription tiers (Monthly, Quarterly, and Annual) provide the same full access to the platform’s analytical features.

 

The primary difference is the billing cycle and the discounted rate offered for longer-term commitments. There are no hidden fees or additional paywalls for specific analytical tools.

Yes, you can cancel your subscription at any time directly through your account settings. Your access to the platform’s features will continue through the end of your current billing period, and you will not be charged for the subsequent cycle.

No, you can start your 14-day free trial of Orizon Analytics without providing any payment information. This allows you to explore the analytical capabilities of our platform before deciding on a subscription plan.

We utilize robust industry-standard security protocols to help protect your information. This includes encryption for data in transit (TLS/SSL) and encryption for data at rest using AES-256 standards. 

 

To enhance financial security, all payments are processed through Stripe, a global payment processor. Your sensitive payment information is handled directly by Stripe and is not stored on Orizon Analytics’ servers.

 

Our application is hosted in secure data centers that maintain ISO/IEC 27001 compliance. We implement internal access control policies and perform regular security assessments to monitor system integrity.

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