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Average Ratings 0 Ratings
Description
Diversiview by LENSELL is a cloud-based portfolio analysis and optimisation platform that empowers both retail investors and investment professionals to enhance the performance and robustness of their portfolios.
Using Diversiview, investors can:
- Compute comprehensive portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time.
- Assess diversification in detail at the individual holding level.
- Explore projected performance for the current allocation and compare it with thousands of alternative portfolio scenarios.
- Identify efficient allocations along the Efficient Frontier — such as the Minimum Risk and Optimal Portfolios — using our proprietary Dual-Objective Optimisation Approach (DOOA).
- Backtest allocation strategies to evaluate how they might have performed historically.
For advisers, Diversiview also offers the ability to store unlimited portfolios, link them to clients, set benchmarks, build and maintain model portfolios, and easily rebalance or re-optimise them when needed.
Description
Collaborating with fellow investors who share the same stock interests enhances reliability in investment decisions. Engage in conversations with verified shareholders to obtain valuable insights on your investments! I can easily view all my investment assets, ranging from stocks to cryptocurrencies, along with the anticipated monthly dividends and asset analysis in one comprehensive overview. Take advantage of the backtesting engine offered by The Rich to simulate past data before committing your funds. Additionally, with a single click, you can evaluate the backtesting results of your portfolio against the S&P 500 market index, allowing for informed comparisons and strategic planning. This streamlined approach not only simplifies investing but also empowers you to make data-driven decisions.
API Access
Has API
API Access
Has API
Integrations
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo
Integrations
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
LENSELL
Founded
2020
Country
Australia
Website
diversiview.online
Vendor Details
Company Name
TheRich Billionaires
Website
www.therich.io
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection