Orizon Analytics - Intelligent Portfolio Analytics Platform

Orizon Analytics is a multi-tenant Software-as-a-Service (SaaS) portfolio analytics platform for individual investors, delivered as a web and mobile application by subscription. The service is hosted entirely on Amazon Web Services (AWS).

Users create an account and connect their brokerage and bank accounts through third-party data aggregators using read-only access, or enter holdings and trades manually. The platform syncs positions, transactions and dividends and turns them into a consolidated portfolio view, with performance tracking, asset allocation, dividend income analysis, historical charts and AI-assisted portfolio insights (Echo AI). Orizon does not execute trades, move money or hold customer assets.