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.<h3>Forward-Looking Statements Disclaimer</h3>The 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.

Backlog

Next up

In Progress

In Live Beta

Recently Done

Orizon Analytics: Our Public Roadmap

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.

In Review

Alert and Notification System

Oscar

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.

Dashboard Customization

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.

Planned

Stock Details View

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.

Portfolio Health

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.

Cryptocurrency 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.

Funds Allocation

Completed

Brokerage Data Integration

Multiple Brokerage Sync

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.

Dividend Payment Calendar

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.