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, 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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Summ (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence.
With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries.
Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more.
Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares.
Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders.
Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.
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StockMarketEye
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
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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
Diversiview User Reviews
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