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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpaca
BattleFin Ensemble
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

Integrations

Alpaca
BattleFin Ensemble
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

Visible Alpha

Founded

2012

Country

United States

Website

visiblealpha.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

Alternatives

Alternatives

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