Average Ratings 0 Ratings
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
Venn, developed by Two Sigma, empowers investors to adopt a contemporary, data-driven methodology for managing multi-asset portfolio risks and making informed investment choices. Enhance your investment assessment workflow while fostering collaboration among your team members. Venn features a user-friendly interface and an intuitive factor-based risk framework designed to assist investors in identifying potential risks within their portfolios and adjusting their strategies to align with future goals. By comparing managers against your specific objectives, you can utilize conventional risk metrics alongside factor analysis, requiring only a set of returns to begin. Gain deeper insights into the risk factors influencing your portfolio through the Two Sigma Factor Lens™️, and perform optimization analyses tailored to your organization's unique constraints and objectives. Venn not only enables you to proactively mitigate undesired or unremunerated risks but also provides clarity on how variations in your strategic asset allocation can impact anticipated performance and allows for the optimization of your current investment positions. Ultimately, Venn serves as a crucial tool in refining your investment strategy and enhancing overall portfolio performance.
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
No price information available.
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
Two Sigma
Founded
2019
Country
United States
Website
www.venn.twosigma.com
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
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