OUR PRIVACY POLICY
Your Privacy Matters To Us
This Privacy Policy explains how we collect, use, and protect your personal data when
you use our platform.
Last Updated: June 27, 2025
1. OUR INTRODUCTION
1.1. Introduction
This Privacy Policy explains how Orizon Analytics LLC (“Orizon,” “Orizon Analytics,” “we,” “us,” or “our”) collects, uses, stores, protects, and shares your personal information when you access or use our website, software platform, and related services (collectively, the “Platform”). Our goal is to ensure transparency and give you confidence in how we handle your data while also helping you understand your rights and choices under applicable privacy laws.
1.2. About Orizon Analytics
Orizon Analytics LLC is a U.S.-based software company that provides portfolio analysis and investment data insights through a cloud-based SaaS platform. Our services are designed for individual users seeking to better understand and visualize their investment holdings using personalized data analytics tools. Our principal place of business is 30 N Gould St #49846, Sheridan, WY 82801, USA.
1.2. Scope of This Policy
This Privacy Policy applies to all users of the Orizon Analytics Platform and to all personal information we collect, whether directly from you or through third-party integrations. It covers data provided during registration, when you use the Platform, when you interact with support channels, or when you connect financial accounts. It also applies to optional services and future features disclosed herein.
This policy does not apply to third-party websites, services, or platforms that we do not own or control, even if they are accessible through our Platform (e.g., third-party APIs like Stripe, or Featurebase). Please refer to the respective third-party policies for more information about how they handle your data.
1.3. Third-Party Services
This Privacy Policy applies to all users of the Orizon Analytics Platform and to all personal information we collect, whether directly from you or through third-party integrations. It covers data provided during registration, when you use the Platform, when you interact with support channels, or when you connect financial accounts. It also applies to optional services and future features disclosed herein.
1.4. Scope of This Policy
This policy does not apply to third-party websites, services, or platforms that we do not own or control, even if they are accessible through our Platform (e.g., third-party APIs like Stripe, or Featurebase). Please refer to the respective third-party policies for more information about how they handle your data.
1.5. Acceptance of This Policy
By accessing or using the Orizon Analytics Platform, you agree to the terms of this Privacy Policy. If you do not agree with any part of this policy, you should not use the Platform. Your continued use of the Platform following the posting of changes to this Privacy Policy will be deemed as your acceptance of those changes.
2. INFORMATION WE COLLECT
We collect various types of information to provide and improve the Orizon Analytics Platform, personalize your experience, and fulfill our legal and contractual obligations. The types of data we collect include information you provide directly and data collected automatically when interacting with our services.
2.1. Personal Information You Provide
When you register for an account, subscribe to a plan, or interact with the Platform, you may voluntarily provide us with the following personal information:
- First Name and Last Name – Required for account identification and communication.
- Email Address – Used for login, support, account-related communications, and notifications.
- Profile Picture (Optional)—You may choose to personalize your account by uploading a profile image.
- Time Zone – Automatically set during account setup and can be adjusted later in your account settings to support accurate portfolio reporting.
- Billing Information – When you subscribe to a paid plan, your payment details are processed securely by our third-party payment processor, Stripe. We do not store your full payment information on our servers.
2.2. Portfolio Data
To generate customized investment analytics, you may provide or import data related to your investment holdings. This may include asset names, ticker symbols, quantities, cost basis, and related financial metrics. Portfolio data may be entered manually or synced through CSV or brokerage integrations (see below).
2.3. Connected Brokerage Accounts (Future Feature - Optional)
In a future release, you may have the option to connect your brokerage or financial accounts using a third-party aggregation service. This integration, when available, will allow you to securely import your investment data directly into the Platform.
Please note that this feature will be entirely optional and not required for using our core analytics tools. Any such connections will be read-only and used solely for data visualization and reporting. We will not have access to or store your brokerage login credentials.
Please note that the availability and functionality of future features are subject to change at our discretion.
2.4. Information Collected Automatically
When you access or use the Orizon Analytics Platform, we may automatically collect certain technical information and usage data through necessary cookies, system logs, and backend analytics processes. This information is essential for ensuring the platform’s stability, security, and performance and is collected regardless of whether you have an account.
The types of automatically collected information may include:
- Device Information: We may collect data about the device you use to access the Platform, including the hardware model, browser type and version, operating system, screen resolution, and language preferences.
- IP Address and Location Data: Your IP address may be collected and used to estimate your general geographic location (e.g., city or region). This helps us manage session activity and enforce security protections such as fraud prevention or rate limiting.
- Timestamps and Session Activity: We record the time and date of your logins, logouts, and key interactions with the Platform. This includes session duration and actions such as adding, importing, editing, or deleting portfolio data, accessing reports, or changing settings..
- Platform Navigation: We may collect anonymized information on how users navigate the Platform, including which pages or features are accessed, in what order, and for how long. This helps us optimize the user experience and identify performance issues or popular features.
3. SENSITIVE FINANCIAL INFORMATION
Orizon Analytics may facilitate access to sensitive financial data solely to deliver personalized investment analytics. We take extensive measures to ensure that such data is handled securely and in accordance with applicable laws and industry standards.
3.1. Third-Party Data Aggregation
To enable users to import investment data directly from their financial institutions, Orizon Analytics plans to integrate with third-party financial data aggregation services. This service will provide an API that allows users to sync their brokerage or investment account information into our Platform for analysis. Integration with the service is optional and user-initiated. We will not enable or support any trading activity or account control—data aggregation is strictly read-only.
3.2. Read-Only Brokerage Sync (Future Feature)
To enable users to import investment data directly from their financial institutions, Orizon Analytics plans to integrate with third-party financial data aggregation services. This service will provide an API that allows users to sync their brokerage or investment account information into our PlIn a future release, when you connect your brokerage account through a supported third-party service, the connection will be read-only. This will mean Orizon Analytics will be able to access select investment data (e.g., holdings, balances, positions) for the purpose of visualizing and analyzing your portfolio data within your Orizon account. Please note that at no point will we be able to execute trades, transfer funds, or alter your financial account in any way through this integration.
Crucially, at no point will Orizon Analytics have access to or store your brokerage account login credentials. Authentication and authorization will be handled entirely by the third-party aggregation service, using encrypted and secure communication protocols. Your financial credentials will never be transmitted to or retained by our servers.
Please note that the availability and functionality of future features are subject to change at our discretion.
atform for analysis. Integration with the service is optional and user-initiated. We will not enable or support any trading activity or account control—data aggregation is strictly read-only.
3.3. Stripe Payment Processing and Security
All payment processing for Orizon Analytics subscription plans is handled by Stripe, a PCI-compliant payment processor that securely collects and processes your complete payment details. At the same time, Orizon Analytics does not store your complete credit card number or CVV, and Stripe may retain billing information to manage recurring payments and subscriptions. We encourage users to review Stripe’s Privacy Policy for more information on how your payment information is processed and protected.
4. HOW WE USE YOUR INFORMATION
We use the personal and financial data we collect to operate, enhance, and support the Orizon Analytics Platform in a secure, lawful, and user-centric manner. The information you provide or sync is used for the following purposes:
4.1. To Provide and Maintain the Platform
We use your information to enable the platform’s core functionality, including account registration, login authentication, data processing, and API access. This ensures a stable and secure experience for all users.
4.2. To Personalize Your Experience:
We use your preferences (such as timezone, profile information, and usage behavior) to tailor your experience within the Platform. This may include customizing dashboard views, data formatting, and user settings to match your profile.
4.3. To Deliver Portfolio Insights and Analytics
Your manually entered or synced investment data generates performance metrics, risk assessments, asset allocation visualizations, and other financial insights. These analytics are provided solely for your use and are not shared with other users or third parties without your explicit consent.
4.4. For Billing and Subscription Management
We use your name, email address, and billing-related information to manage your subscription plan, send invoices or receipts, and handle billing-related communications. Payment processing is handled via Stripe (see Section 3.4), but we retain limited billing metadata to facilitate plan management and customer service.
4.5. For Customer Support and Feedback
If you contact us for assistance or submit feedback through the Platform or our support provider (Featurebase), we may use your name, email, and related data to respond to inquiries, resolve issues, and improve our service. This also allows us to track and implement feature suggestions or bug reports users submit.
4.6. For CFor Compliance and Legal Obligationsdback
We may use your information to comply with applicable laws, regulations, legal processes, and contractual obligations. This includes responding to lawful requests from regulatory authorities or law enforcement, enforcing our Terms of Service, or protecting the rights, safety, and security of Orizon Analytics, our users, and third parties.
5. THIRD-PARTY SERVICES AND DATA SHARING
Orizon Analytics uses select third-party services to operate key parts of the Platform. We only share your data with these service providers as necessary to deliver our services, and we ensure that all partners uphold strong privacy and security standards.
5.1. Stripe (Payments)
We use Stripe to process subscription payments securely and manage billing. When you subscribe to a paid plan, your payment information is transmitted directly to Stripe. Orizon Analytics does not store your full payment card details. We may receive and retain limited billing metadata—such as your subscription status, billing address, or transaction history—to manage your account and provide customer support. Stripe’s privacy policy can be found at stripe.com/privacy.
5.2. Featurebase (Support & Feedback)
We integrate with Featurebase to provide help documentation, live support, and a feedback system for user-submitted suggestions or issues. We may share your name and email address with Featurebase to enable these features. This is done strictly to personalize support, allow communication, and track feedback over time. Featurebase’s privacy policy can be found at featurebase.app/privacy-policy.
5.3. Brokerage Sync (Future Feature - Optional)
In a future release, we will utilize a third-party aggregation provider to allow you to sync your brokerage or financial accounts with the Platform. This integration, when available, will be completely optional and user-controlled. It will be used solely to read investment data for portfolio analysis and is designed to never expose your login credentials to Orizon Analytics. The provider will handle all authentication and tokenization processes securely.
Please note that the availability and functionality of future features are subject to change at our discretion.
5.4. No Sale or Sharing of Data for Advertising
We do not sell, rent, or share your personal information with advertisers or marketing platforms. Your data is never shared with third parties for behavioral targeting, advertising campaigns, or social media profiling.
5.5. Conditions for Legal Disclosure
We may disclose your personal information if required to do so by law or in the good faith belief that such action is necessary to comply with a legal obligation or regulatory requirement, respond to lawful requests from public authorities, investigate potential violations of our Terms of Service, or protect the rights, safety, or property of Orizon Analytics, our users, or the public.
Such disclosures will be limited to the minimum information necessary and will be handled in accordance with applicable laws and our internal data handling procedures.
6. COOKIES AND TRACKING TECHNOLOGIES
Orizon Analytics employs cookies and similar technologies to ensure the secure and efficient operation of our Platform and to gain insights into how our users interact with its features. We are committed to transparency in our use of these tools
6.1. Types of Cookies Used
We utilize strictly necessary cookies, which are essential for core Platform functionalities such as secure login, session management, and navigation. These cookies do not collect personal data for marketing purposes or track browsing activity across other websites.
Additionally, we use analytics cookies to gather information about user interactions, including visited pages, time spent on the Platform, and feature engagement. This data is aggregated and anonymized, allowing us to understand user behavior, enhance the Platform’s design and functionality, and inform our product development priorities. The insights gained from analytics cookies are solely used to improve the user experience and are not employed for marketing or advertising.
6.2. No Advertising or Behavioral Tracking
Importantly, Orizon Analytics does not utilize advertising cookies, behavioral trackers, or third-party marketing pixels, ensuring that user behavior on the Platform is not monitored, collected, or shared for advertising or marketing purposes.
We are committed to providing a focused, privacy-respecting experience free from ad-targeting technologies.
6.3. Managing Your Cookie Preferences
By using our Platform, you consent to the use of both strictly necessary and analytics cookies as described herein. You have the ability to manage cookie preferences through your browser settings. Modern browsers allow you to view cookies stored on your device, delete existing cookies, block new cookies, and set preferences for specific websites.
Please note that disabling strictly necessary cookies may impair the Platform’s functionality and prevent you from accessing certain features.
We are committed to complying with all applicable privacy regulations, including GDPR and CCPA, regarding the use of cookies and user consent.
7. HOW WE STORE AND PROTECT YOUR DATA
Orizon Analytics takes the privacy and security of your data seriously. We use industry-standard technologies and best practices to ensure that your personal and portfolio information is stored securely, accessed only by authorized parties, and protected against loss, misuse, or unauthorized disclosure.
7.1. Use of AWS Infrastructure (Cognito, S3, PostgreSQL)
Our platform is built entirely on Amazon Web Services (AWS) infrastructure, utilizing secure and scalable cloud-based services, including AWS Cognito, which is used for identity management, providing secure authentication and user session control. Amazon S3 stores user-uploaded content, such as optional profile pictures, in private buckets accessible only to the respective user. PostgreSQL (hosted in a serverless environment) securely stores structured user and portfolio data. AWS services are highly reliable and compliant with significant security and privacy certifications (e.g., SOC 2, ISO 27001, GDPR-ready hosting).
7.2. Encryption in Transit and at Rest
All user data is protected using strong encryption. Data in transit is secured through HTTPS (TLS) to prevent interception between your device and our servers, and data at rest, including database records and file storage, is encrypted using AES-256 or equivalent industry-standard encryption protocols.
7.3. Secure Token-Based Authentication
We use token-based authentication, managed by AWS Cognito, to verify users and control access to the Platform’s APIs and features. These tokens are securely issued upon login, expire after a set duration, and are invalidated immediately upon logout or session expiration. This ensures that modern security standards protect access to sensitive features.
7.4. Access Controls and User Isolation
Our system is designed with strict access controls and user-level data isolation, ensuring that each user’s data is logically separated and accessible only through their authenticated session, internal access to production systems is restricted to authorized personnel based on role-based permissions, and all access logs and activity are monitored for anomalies and potential threats, in accordance with the principle of least privilege to minimize unnecessary internal data exposure.
7.5. Data Retention and Deletion Policies
We retain your data for as long as your account is active or as needed to provide services to you, comply with legal obligations, enforce our Terms of Service, and resolve disputes. If you choose to delete your account, your data will be permanently removed from our production systems within a reasonable period, subject to any legal or regulatory retention requirements. You may also request the deletion of your data by contacting our support team.
8. YOUR DATA RIGHTS AND CHOICES
We believe in giving you control over your personal information. Depending on your location and applicable privacy laws, you may have the following rights regarding your data and how it is used. We are committed to honoring these rights in a transparent and user-centric manner.
8.1. Access, Correction, and Deletion
You have the right to access the personal information we hold about you, request corrections to inaccurate or incomplete information, and request deletion of your data, subject to legal or contractual obligations. You can view and update most of your account information directly within your settings. For additional requests, please get in touch with us using the details provided in the “Contact Information” section of this Privacy Policy.
8.2. Right to Withdraw Consent
We rely on your consent to process personal data (e.g., optional features like brokerage sync or feedback tools), and you can withdraw that consent at any time. Withdrawal will not affect the lawfulness of processing based on consent before its withdrawal, but it may limit your access to certain features. You may update your preferences in your account settings or contact support for assistance.
8.3. Data Portability
Where applicable, you may request a copy of your data in a structured, commonly used, and machine-readable format (e.g., CSV or JSON). We will provide this data to you within a reasonable timeframe and, where technically feasible, may transfer it directly to another service upon your request. This right applies only to data that you have provided to us and that we process based on your consent or for the performance of a contract.
8.4. Account Deletion Request
You may delete your account at any time through your account settings. Deleting your account will permanently remove access to the Platform, delete all associated personal and portfolio data from our production systems (subject to backup retention schedules and legal obligations), and cancel any active subscriptions. If you require assistance with account deletion or have concerns about residual data, please get in touch with us at support@orizonanalytics.io.
8.5. Opting Out of Optional Features
Certain features of the Platform, such as brokerage account integrations, submitting feedback through Featurebase, and participating in beta testing or surveys, are optional. Users who do not wish to use these features can simply choose not to engage with them; no action is required. Your core access to portfolio analytics and other essential services will remain unaffected regardless of whether you use these optional features.
9. INTERNATIONAL USERS & PRIVACY LAW COMPLIANCE
Orizon Analytics is committed to protecting user privacy in accordance with global data protection laws. If you access the Platform from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States or other countries where our infrastructure or service providers are located. We comply with applicable legal frameworks for international data transfers and strive to meet the privacy expectations of users around the world.
9.1. GDPR Compliance (EU Users)
If you are located in the European Union (EU) or European Economic Area (EEA), the General Data Protection Regulation (GDPR) grants you specific rights regarding your data. These include the rights to access and correct your data, request erasure (“right to be forgotten”), restrict or object to data processing, withdraw consent at any time, and request data portability.
We rely on one or more of the following legal bases for processing your data under GDPR: your consent (for example, when enabling optional features or communications), contractual necessity (to provide and maintain access to the Platform’s services), legitimate interests (such as improving performance or detecting abuse), and legal obligations (including compliance with applicable regulations). For GDPR-related requests, you may contact us at privacy@orizonanalytics.io.
9.2. CCPA Compliance (California Residents)
If you are a resident of California, you are entitled to certain rights regarding your personal information under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). These laws grant you transparency and control over data collection, use, and sharing.
As a California resident, your rights include:
- The Right to Know: You have the right to request information about the categories of personal information we collect, the sources from which we collect it, the business or commercial purposes for collecting or sharing it, and the categories of third parties with whom we may share that information.
- The Right to Access and Delete: You may request a copy of the specific personal information we hold about you and, subject to certain legal exceptions, request that we delete that information from our systems.
- The Right to Opt-Out of the Sale or Sharing of Personal Information: While we do not sell or share your personal information for advertising or marketing purposes, you have the right to opt out of any such activity should our practices change. We will notify users in advance and provide an opt-out mechanism if this ever becomes relevant.
- The Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights. This means we will not deny you services, charge you different prices, or provide you with lower quality service simply because you exercised your privacy rights.
9.3. Exercising Your Rights and Response Time
To exercise any of your rights under the CCPA or CPRA, please email us at privacy@orizonanalytics.io. To protect the security of your data, we may need to verify your identity before processing your request. Verification may include confirming account-related information or requesting additional details.
We will respond to all verified requests within the timeframes required by California law, typically within 45 days of receiving the request. If we require additional time, we will notify you in writing of the reason and the extension period.
9.4. International Data Transfers and Safeguards
If you are located outside the United States, please be aware that the personal information you provide to Orizon Analytics may be transferred to, processed, and stored in the United States or other countries where we or our third-party service providers operate. These countries may not provide the same level of data protection as your home jurisdiction, particularly if you reside in the European Economic Area (EEA), the United Kingdom, or other regions with comprehensive data protection laws.
To ensure that your data remains protected during such cross-border transfers, we implement appropriate safeguards in accordance with applicable data privacy regulations, including:
- Hosting on secure, industry-compliant platforms: All user data is stored using cloud infrastructure provided by Amazon Web Services (AWS), which offers GDPR-ready hosting solutions, advanced security controls, encryption, and compliance with international standards such as ISO 27001, SOC 2, and CSA STAR.
- Standard Contractual Clauses (SCCs): Where required by law, particularly for data transfers from the EEA, Switzerland, or the United Kingdom, we rely on Standard Contractual Clauses (approved by the European Commission or UK regulators) to ensure that your data receives an adequate level of protection.
- Data Protection Agreements with Third Parties: We require all third-party service providers that process personal information on our behalf to enter into data processing agreements or equivalent contracts that require them to handle your information in a manner consistent with this Privacy Policy and applicable privacy laws.
By using the Orizon Analytics Platform and submitting your data, you expressly consent to transferring, storing, and processing your data in the United States and other jurisdictions where our systems, support teams, or partners are located. We will continue to monitor and update our international data transfer practices to comply with evolving global regulations.
10. CHILDREN’S PRIVACY
- Orizon Analytics protects children’s privacy and complies with COPPA and related child data protection laws. The Platform is not for children under 13, and we do not knowingly collect their personal information. Orizon Analytics is designed for users who are 18 years of age or older. Users under 18 are not permitted to use the Platform, create an account, or submit any personal data to us.
- By using the Platform, you affirm that you are at least 18 years old or the age of legal majority in your jurisdiction. If you are not, you must not use the Platform or submit any information to us. Orizon Analytics complies with COPPA and does not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal data from a child under 13 without verified parental consent, we will immediately delete the child’s information from our records, take steps to prevent any future collection from that user, and comply with all applicable legal obligations.
Although Orizon Analytics does not target or serve children, if a parent or legal guardian believes that their child under 13 has submitted personal information to us, we encourage them to contact us immediately at privacy@orizonanalytics.io. We will swiftly investigate the matter, confirm whether any data was collected, and delete it in accordance with COPPA requirements.
11. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy occasionally to reflect changes in our practices, technology, legal requirements, or other operational reasons. When we make changes, we will revise the “Last Updated” date at the top of the policy.
If the changes are material, we will provide additional notice by emailing the address associated with your account and posting a prominent notice on the Platform’s webpage. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
Your continued use of the Platform after any changes to this Privacy Policy have been posted constitutes your acceptance of those changes. If you do not agree to the revised policy, you must stop using the Platform and may delete your account anytime.
12. CONTACT INFORMATION
Orizon Analytics LLC
30 N Gould St #49846
Sheridan, WY 82801
Email: privacy@orizonanalytics.io
© 2025 Orizon Analytics. All rights reserved.
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.