Stake Integrations

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.

Volaren is an innovative online platform for personal investing that consolidates brokerage accounts, allowing investors to examine their holdings, monitor portfolio changes, and explore various stocks and assets. The platform features an AI copilot that clarifies portfolio fluctuations, addresses research inquiries, and translates investment ideas into suggested portfolios. Users have the capability to develop AI agents for routine strategies such as portfolio rebalancing, tax-loss harvesting, or tracking disclosures from public investors and funds. These agents can operate with simulated funds or execute orders through integrated brokerage connections, maintaining customizable budgets and trading parameters. Investors can either review and approve trades or activate automated actions within their specified limits. Additionally, Volaren offers a wealth of resources, including market data, news updates, regulatory filings, portfolio analytics, backtesting capabilities, daily summaries, and text-based communication options, ensuring a comprehensive investing experience. With such diverse features, Volaren aims to empower individual investors in making informed decisions.

Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.