Pinned
Completed
Dashboard Customization
We are considering adding Dashboard Customization to a future update. This feature would allow you to personalize your Orizon Analytics dashboard by choosing which widgets to display and how they're arranged. You could prioritize the metrics most important to you—like your dividend income, top-performing sectors, or risk score—and build a dashboard that perfectly matches your investment goals.
Oscar 8 months ago
New Feature
Pinned
Completed
Dashboard Customization
We are considering adding Dashboard Customization to a future update. This feature would allow you to personalize your Orizon Analytics dashboard by choosing which widgets to display and how they're arranged. You could prioritize the metrics most important to you—like your dividend income, top-performing sectors, or risk score—and build a dashboard that perfectly matches your investment goals.
Oscar 8 months ago
New Feature
Planned
Orizon Analytics Phone App (iOS & Android)
We are currently developing the Orizon Analytics Phone App for both iOS and Android to bring Intelligent Portfolio Monitoring & Analytics to your mobile device. This native experience is being designed to help simplify your data on the go, offering a streamlined interface to track trades and monitor portfolio health. Included in this release will be our Dividend Tracker & Calendar, designed to help you stay informed on upcoming distributions and ex-dividend dates. Our goal is to provide deep analytical tools so you can stay connected to your investment data on the go.
Oscar 5 days ago
High Priority
New Feature
Planned
Orizon Analytics Phone App (iOS & Android)
We are currently developing the Orizon Analytics Phone App for both iOS and Android to bring Intelligent Portfolio Monitoring & Analytics to your mobile device. This native experience is being designed to help simplify your data on the go, offering a streamlined interface to track trades and monitor portfolio health. Included in this release will be our Dividend Tracker & Calendar, designed to help you stay informed on upcoming distributions and ex-dividend dates. Our goal is to provide deep analytical tools so you can stay connected to your investment data on the go.
Oscar 5 days ago
High Priority
New Feature
In Progress
Expanding Institutional Support & Connectivity
To further our mission of Intelligent Portfolio Monitoring & Analytics, we are actively expanding our connectivity framework to include a wider range of major US financial institutions. We are developing integrations intended to support top-tier brokerages and banks; such as Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Chase, Empower, Public, Bank of America and many more.* By expanding our network, we aim to simplify data from your preferred sources, helping you consolidate your investment financial overview into one intelligent, unified view. *All third-party trademarks (including logos and names) remain the property of their respective owners. Use of them does not imply any affiliation with or endorsement by them.
Oscar 5 days ago
High Priority
New Feature
In Progress
Expanding Institutional Support & Connectivity
To further our mission of Intelligent Portfolio Monitoring & Analytics, we are actively expanding our connectivity framework to include a wider range of major US financial institutions. We are developing integrations intended to support top-tier brokerages and banks; such as Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Chase, Empower, Public, Bank of America and many more.* By expanding our network, we aim to simplify data from your preferred sources, helping you consolidate your investment financial overview into one intelligent, unified view. *All third-party trademarks (including logos and names) remain the property of their respective owners. Use of them does not imply any affiliation with or endorsement by them.
Oscar 5 days ago
High Priority
New Feature
Planned
Cryptocurrency Allocation
We are exploring the addition of Cryptocurrency Allocation to our feature set to give you greater clarity on your crypto investments. This would provide a deeper look into your digital assets, allowing you to connect your crypto wallets and exchanges. Our goal is to give you a complete picture of your net worth and help you analyze the true diversification of your entire portfolio, in a all-in-one consolidated view.
Oscar 8 months ago
New Feature
Planned
Cryptocurrency Allocation
We are exploring the addition of Cryptocurrency Allocation to our feature set to give you greater clarity on your crypto investments. This would provide a deeper look into your digital assets, allowing you to connect your crypto wallets and exchanges. Our goal is to give you a complete picture of your net worth and help you analyze the true diversification of your entire portfolio, in a all-in-one consolidated view.
Oscar 8 months ago
New Feature
Completed
Dividend Payment Calendar
We're currently building an interactive Dividend Payment Calendar to give you a clear, visual overview of your passive income. This feature will display all your dividend payments—past, announced, and forecasted—in a simple, easy-to-read calendar format. You'll be able to click on any day to see a detailed breakdown of which stocks paid you and how much you earned, making it effortless to track your income schedule.
Oscar 8 months ago
New Feature
Completed
Dividend Payment Calendar
We're currently building an interactive Dividend Payment Calendar to give you a clear, visual overview of your passive income. This feature will display all your dividend payments—past, announced, and forecasted—in a simple, easy-to-read calendar format. You'll be able to click on any day to see a detailed breakdown of which stocks paid you and how much you earned, making it effortless to track your income schedule.
Oscar 8 months ago
New Feature
Stock Details View
We're currently building a more detailed Stock Details View to help you dive deeper into your individual stock holdings. This feature will go beyond a simple price chart, allowing you to see your complete transaction history for that stock—including all your buys, sells, and dividends. We aim to provide a full, historical breakdown of your actions on a single security, making it easier to analyze past decisions.
Oscar 8 months ago
New Feature
Stock Details View
We're currently building a more detailed Stock Details View to help you dive deeper into your individual stock holdings. This feature will go beyond a simple price chart, allowing you to see your complete transaction history for that stock—including all your buys, sells, and dividends. We aim to provide a full, historical breakdown of your actions on a single security, making it easier to analyze past decisions.
Oscar 8 months ago
New Feature
Completed
Funds Allocation
We are developing a Funds Allocation feature to give you greater clarity on your ETF and mutual fund investments. This will provide a deeper look into your pooled investments, showing you exactly where your money is allocated across various sectors, asset classes, and geographies. Our aim is to help you understand the true diversification of your portfolio by revealing what's inside your funds, all in one consolidated view.
Oscar 8 months ago
New Feature
Completed
Funds Allocation
We are developing a Funds Allocation feature to give you greater clarity on your ETF and mutual fund investments. This will provide a deeper look into your pooled investments, showing you exactly where your money is allocated across various sectors, asset classes, and geographies. Our aim is to help you understand the true diversification of your portfolio by revealing what's inside your funds, all in one consolidated view.
Oscar 8 months ago
New Feature
Portfolio Health
Portfolio Health feature will give you a clear, data-driven view of your portfolio's well-being. This will analyze your holdings and provide essential metrics like a Risk Score and Diversification Score. Our goal is to help you understand how balanced your investments are, where potential risks lie, and how well your portfolio is positioned for the long term.
Oscar 8 months ago
New Feature
Portfolio Health
Portfolio Health feature will give you a clear, data-driven view of your portfolio's well-being. This will analyze your holdings and provide essential metrics like a Risk Score and Diversification Score. Our goal is to help you understand how balanced your investments are, where potential risks lie, and how well your portfolio is positioned for the long term.
Oscar 8 months ago
New Feature
Completed
Orizon Echo AI
We are currently building and testing a generative AI tool designed to assist with portfolio management and reporting. The primary goal is to leverage generative AI to provide users with in-depth, personalized analytics.
Oscar 8 months ago
New Feature
Completed
Orizon Echo AI
We are currently building and testing a generative AI tool designed to assist with portfolio management and reporting. The primary goal is to leverage generative AI to provide users with in-depth, personalized analytics.
Oscar 8 months ago
New Feature
Alert and Notification For Important Portfolio Events
Implement a notification system to alert users of important events, such as significant price movements, dividend announcements, or earnings reports. Allow users to customize notification preferences.
Oscar over 1 year ago
New Feature
Alert and Notification For Important Portfolio Events
Implement a notification system to alert users of important events, such as significant price movements, dividend announcements, or earnings reports. Allow users to customize notification preferences.
Oscar over 1 year ago
New Feature