Audience

Retail investors, Financial advisors, Financial planners, Investment professionals

About Diversiview

Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance.

With Diversiview, users can:
-Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more.
-Examine diversification in detail at the individual investment level.
-Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations.
-Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA).
- Run backtests to assess portfolio strategy performance over time.

Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio

Pricing

Pricing Details:
For individual, non-commercial use: buy and use credit points on demand

For business/commercial use: Subscription

White labelling and API integration available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Diversiview offers API access

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

LENSELL
Founded: 2020
Australia
diversiview.online

Videos and Screen Captures

Real Optimisation Case Study showing the difference in return

Real Optimisation Case Study showing the difference in return

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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Support
Online

Diversiview Frequently Asked Questions

Q: What kinds of users and organization types does Diversiview work with?
Q: What languages does Diversiview support in their product?
Q: What kind of support options does Diversiview offer?
Q: What other applications or services does Diversiview integrate with?
Q: Does Diversiview have an API?
Q: What type of training does Diversiview provide?
Q: Does Diversiview offer a free trial?
Q: What pricing for support is available for Diversiview?
Q: What pricing for training is available for Diversiview?

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