Audience
Retail investors, Financial advisors, Financial planners, Investment professionals
About Diversiview
Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level.
With Diversiview, investors can:
- calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio;
- view detailed, granular diversification at investment level;
- view granular allocation including ETF break up (where ETFs are part of the portfolio);
- last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier.
With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.
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Pricing
Starting Price:
$99 AUD / 50 credit points
Free Trial:
Free Trial available.
Integrations
Company Information
LENSELL
Founded: 2020
Australia
diversiview.online
Videos and Screen Captures
Regular Portfolio Optimisation Performs better than Other Strategies
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Support
Phone Support
Online
Diversiview Frequently Asked Questions
Diversiview Product Features
Investment Management
Benchmarking
Bonds / Stocks
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Accounting Management
Client Management
Commodities
Compliance Reporting
Data Import / Export
Fund Management
Payroll & Commissions
Stock Portfolio Management
For Investment Advisors
Portfolio Rebalancing
Risk Management
Billing & Invoicing
Client Management
Data Warehousing
For Traders
Order Management
Portfolio Accounting
Tax Management
Technical Analysis
Wash Sale Detection