Diversiview Description

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level.

Diversiview is a tool that allows investors to:
- calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio;
View detailed, granular investment diversification;
- view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio);
- and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier.

Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

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Pricing

Pricing Starts At:
$99 AUD / 50 credit points
Free Trial:
Yes

Integrations

View Integrations

Reviews

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Company Details

Company:
LENSELL
Year Founded:
2020
Headquarters:
Australia
Website:
diversiview.online
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Media

Regular Portfolio Optimisation Performs better than Other Strategies

Regular Portfolio Optimisation Performs better than Other Strategies

Regular Portfolio Optimisation Performs better than Other Strategies Compare portfolio indicators in current and optimised asset allocations View Granular Diversification Diagram View Portfolio Universe including the Efficient Frontier and Your Portfolio Risk-Return position
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Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
In Person
Customer Support
Phone Support
Online

Diversiview Features and Options

Investment Management Software

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 Software

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

Diversiview User Reviews

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