AI portfolio tracker

AI insights need more than prices.

Horyzon tracks stocks, ETFs, crypto, commodities, and cash, then lets AI analysis reference the theses you wrote for each position.

See features

Horyzon AI insights screen showing portfolio analysis.

Ask Horyzon

What is driving my portfolio performance this month?

Context-aware answer

Your answer can reference holdings, allocation, recent movement, and the position theses you wrote.

Why context matters

A balance does not explain your reasoning.

Many portfolio trackers can show what went up or down. Horyzon is designed to keep the thesis close, so AI has better context when you ask about risk, allocation, and progress.

Portfolio concentration

Ask which positions or asset classes are driving most of your risk.

Performance attribution

Review what contributed to gains or losses across holdings.

Thesis-aware questions

Ask questions with the context of the reasoning you wrote for each position.

Market events

Look at earnings, press releases, and portfolio context together.

Goal progress

Connect portfolio movement to the Horyzon you are working toward.

Review reminders

Use written theses as a clearer prompt for what deserves attention.

AI context flow

Holdings plus theses become better questions.

The AI layer is most useful when it can look at what you own and the reasoning you wrote. That is the difference between a generic response and a portfolio-specific review.

Holdings

Stocks, ETFs, crypto, commodities, and cash

Theses

Why each position exists and what would change your mind

Question

What is driving my portfolio performance?

AI insight

Performance is concentrated in three holdings.

Your answer can reference allocation, recent movement, and the thesis attached to each position.

AI workflow

Analysis works best with context.

Horyzon brings the AI screen, thesis screen, and portfolio statistics into the same product flow.

Horyzon thesis screen showing holdings with written investment reasoning. — Thesis

Give AI better context

Written theses help the app understand why a position exists, not only how it moved.

Horyzon statistics screen showing portfolio performance data. — Statistics

Review what changed

See performance, gains, losses, and portfolio movement before asking deeper questions.

Privacy and control

AI should answer your request, not own your portfolio.

Request-based AI

AI analysis is used when you ask for it. Horyzon is not a broker and does not trade for you.

Minimum useful context

The goal is to send only the portfolio context needed to answer your request.

No model training claim

Horyzon states that financial data is not used to train public AI models under its provider agreements.

Verify before acting

AI can make mistakes. Treat responses as informational analysis and verify important details yourself.

Important disclaimer

Not a trading signal. Not a financial advisor.

Horyzon is for portfolio tracking and informational analysis. AI insights, health scores, diversification checks, and portfolio summaries do not replace your own research or a licensed financial professional.

What is an AI portfolio tracker?

An AI portfolio tracker combines portfolio data with AI-powered informational analysis. Horyzon can use holdings and user-written investment theses as context for portfolio questions.

Does Horyzon AI give investment advice?

No. Horyzon provides tracking and informational analysis only. AI responses can be wrong and should be independently verified before making any financial decision.

What makes Horyzon different from a normal portfolio tracker?

Horyzon is built around the thesis behind each position. The app tracks the numbers, but also keeps the reasoning close enough for AI insights and future review.

SEO topic cluster

Explore the problems Horyzon is built to solve.

These pages explain Horyzon through specific search intents: writing investment theses, tracking manually, using AI with context, and keeping portfolio decisions reviewable.