DiversiviewLENSELL
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Related Products
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About
AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface.
What sets AllInvestView apart from its competitors?
AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our user
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About
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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors
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Audience
Retail investors, Financial advisors, Financial planners, Investment professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$5.99
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAllInvestView
Founded: 2023
Spain
www.allinvestview.com
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Company InformationLENSELL
Founded: 2020
Australia
diversiview.online
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
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
Investment Management Features
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
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Integrations
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo
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Integrations
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo
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