Dividend Tools & Account Sync Performance

We've deployed significant updates to enhance your dividend analysis tools and ensure your portfolio data is accurate from the moment you record a new trade.

New Interactive Dividend Calendar

What: We've introduced a powerful Interactive Dividend Payment Calendar in the Portfolio section (under the Dividend Income tab). This calendar displays a comprehensive historical and estimated schedule of your dividend income.

• Visualization: It clearly marks the amount with Earned, Announced, and Forecast dividends.

• Detailed View: Clicking any specific date opens a modal showing a detailed, sorted list of all dividend events for that day, including the total amount.

• Navigation: You can easily navigate month-to-month or jump to a specific month/year, restricted dynamically from your earliest earned dividend up to December of the next year.

Why: This feature provides the easiest way to visually track your daily dividend income schedule, giving you an immediate and accurate overview for cash flow planning.

Bug Fix🐞

Sync Update on Trades Data

What: We've implemented an update on the API price fetching process when any new trade is recorded (both manual and brokerage-synced).

Why: Previously, new trades sometimes displayed inaccurate initial profit/loss because they relied on the previous day's market sync price. Now, when a trade is added, the system pulls the most current price (or uses the executed trade price for brokerage transactions) to calculate the Current Value and Unrealized Gain. This ensures the data in your Current Positions table is accurate from when the trade is initiated.

General Disclosures for Product Updates

This Release Updates page is an advertisement of Orizon Analytics, LLC (Orizon), an SEC-registered investment adviser.

1. Nature of the Service: Orizon provides non-discretionary portfolio analytics and investment recommendations. We do not provide financial planning, tax advice, or discretionary management. All investments carry risks, including the potential loss of principal.

2. Beta Limitations: The Early Access Beta version of the platform and any related features discussed here are under development and may contain bugs, errors, or significant limitations. Features listed on this page are subject to change, delay, or cancellation without notice. You should not rely on the performance or availability of any Beta feature when making investment decisions.

3. General Disclaimer: The information provided here is not intended to be personalized investment advice. Any discussion of potential benefits from using our features must be weighed against the material risks of investing in securities. For full details on our services, fees, and conflicts of interest, please consult our Form ADV Part 2A Brochure and Form CRS available on our website.