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<h3>Support for ETFs and Mutual Funds</h3>We are pleased to share our latest update, which introduces expanded tracking capabilities for ETFs and Mutual Funds, providing additional ways to categorize and analyze your portfolio.With this update, we have introduced dedicated spaces for Stocks, ETFs, and Mutual Funds, allowing for a more organized view of your total holdings.Alongside these, we’ve also refreshed the analytical view for your Individual Stocks.<div data-type="horizontalRule"><hr></div><h3>New: Dedicated Funds Analysis Page</h3>What: We have launched a dedicated <a target="" rel="noopener noreferrer nofollow" class="link" href="https://helpcenter.orizonanalytics.io/articles/8745707-funds-allocation-isolate-and-analyze-etfs-and-mutual-funds">Funds page</a> to isolate and analyze your ETF and Mutual Fund holdings. This includes a new Funds Selector Slider to toggle between asset classes, interactive Performance Graphs, and a Portfolio Fund Composition Treemap.Why: Previously, Orizon focused primarily on individual equities. By providing a dedicated space for ETFs and Mutual Funds, you can now analyze the diversified portion of your portfolio independently. This allows you to monitor fund-specific growth and allocation metrics without the volatility of individual stock data.<div data-type="horizontalRule"><hr></div><h3>Enhanced: Stocks Allocation Summary</h3>What: We have updated the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://helpcenter.orizonanalytics.io/articles/4176725-stocks-allocation-analyze-individual-equity-holdings">Stocks page</a> with a new suite of Stocks Summary Cards. These cards provide a snapshot of your total equity market value, unique ticker count, and estimated unrealized gains.Why: To ensure analytical consistency across the platform, the Stocks and Funds page summary cards and are now aligned on the type of data shown. The new Portfolio Percentage metric is designed to show you what percentage of your total Orizon portfolio is held in individual stocks compared to your entire Orizon Analytics tracked holdings.<div data-type="horizontalRule"><hr></div><h2 style="text-align: start">Improvements 🛠</h2><h3>Refined Dashboard &amp; Navigation</h3>What: We’ve streamlined the primary dashboard data presentation and refined the onboarding experience.Why: These UI updates are intended to provide a cleaner, more intuitive experience when navigating between your different analytical pages. Additionally, this update is in a series of planned enhancements to make your landing experience more intuitive and your data easier to interpret.<div data-type="horizontalRule"><hr></div>General Disclosures for Product UpdatesThis Release Updates page is an advertisement of Orizon Analytics, LLC ("Orizon"), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.<ol><li>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. The Echo AI Agent is an analytical tool and does not possess the capacity to consider a client's individual financial situation or risk tolerance; users should not rely solely on AI-generated outputs for investment decisions.</li><li>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. Past performance is not a guarantee of future results. 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 <a target="" rel="noopener noreferrer nofollow" class="link" href="https://orizonanalytics.io/">website</a>.</li></ol>

Release 2026.03.26

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In Review

Planned

In Progress

Completed

Rejected

Completed & Archived

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Live Beta

This roadmap is our commitment to building the best portfolio analytics platform for you. We're constantly working to make Orizon Analytics more powerful and intuitive, and always keeping users at the heart of everything we build.Check back often to see what’s next as we shape the future of Orizon Analytics together.Forward-Looking Statements DisclaimerThe information on this product roadmap is for illustrative purposes only and constitutes forward-looking statements. These statements, including all projected features, timelines, and product names, reflect our current expectations and internal planning. They are not a promise, guarantee, or commitment regarding future product delivery, timing, or functionality.Actual results, product features, and delivery schedules may differ materially from those projected. Changes may occur due to market conditions, regulatory requirements, technical limitations, or other factors outside our control. You should not rely on this roadmap for making investment decisions or commitments.Orizon Analytics, LLC has no obligation to publicly update or revise this roadmap to reflect events or circumstances that occur after the date of its publication.