Support for ETFs and Mutual Funds

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.

New: Dedicated Funds Analysis Page

What: We have launched a dedicated Funds page 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.

Enhanced: Stocks Allocation Summary

What: We have updated the Stocks page 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.

Improvements 🛠

Refined Dashboard & Navigation

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.

General Disclosures for Product Updates

This 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.

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. 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.

2. 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 website.