Diversiview 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.
Diversiview Alternatives
Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Dynamo Software
Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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PortfolioMetrics
PortfolioMetrics is an online tool designed to assist users in assessing and enhancing their investment strategies. By entering a few simple parameters, you can project historical portfolio performance, benchmark it against various standards, and conduct comprehensive simulations such as Monte Carlo analyses. This platform serves a diverse audience including individual investors, financial professionals, and content creators, providing essential resources to analyze risk and performance, refine asset allocation, and generate shareable insights. Users can benefit from features such as:
- Backtesting historical data drawn from actual market conditions
- Comparative analysis of different strategies and benchmarks
- Calculation of vital metrics like compound annual growth rate (CAGR), drawdowns, and Sharpe ratio
- Advanced simulation tools, including Monte Carlo methods
- Options for exporting data in formats like PDF and CSV, alongside public sharing capabilities
In essence, PortfolioMetrics empowers its users to make informed investment decisions by leveraging robust analytical tools.
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Finominal
Finominal provides a comprehensive suite of advanced portfolio analysis tools aimed at enhancing transparency and delivering actionable insights for investors in global markets. This platform includes a wide array of features, such as in-depth fund and security analysis, portfolio construction strategies, and effective backtesting capabilities. Notably, the Portfolio Analyzer helps users benchmark their performance, analyze factor exposures, and assess diversification levels. Additionally, the Fund Reviewer and Fee Reducer make it easier to compare various mutual funds or ETFs while identifying more cost-efficient alternatives. For those seeking in-depth analysis, the Alpha Analyzer and Performance Benchmarker scrutinize securities’ performance metrics, while the Diversification Booster and Risk Scorer contribute to optimizing the overall portfolio mix. Furthermore, Finominal’s Index Customizer and Volatility Optimizer support personalized portfolio construction, and the Time Machine tool allows for historical strategy backtesting, providing users with valuable insights into past performance trends. By integrating these sophisticated tools, Finominal empowers investors to make informed decisions and refine their investment strategies.
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Pricing
Pricing Information:
For individual, non-commercial use: buy and use credit points on demand
For business/commercial use: Subscription
White labelling and API integration available.
For business/commercial use: Subscription
White labelling and API integration available.
Free Trial:
Yes
Company Details
Company:
LENSELL
Year Founded:
2020
Headquarters:
Australia
Website:
diversiview.online
Media
Real Optimisation Case Study showing the difference in return
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
Customer Support
Online Support
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
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