DiversiviewLENSELL
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Related Products
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Diversiview:
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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Volaren:
About
Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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Diversiview:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Volaren:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Diversiview:
Audience
Retail investors, Financial advisors, Financial planners, Investment professionals
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Volaren:
Audience
Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
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Diversiview:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Diversiview:
API
Offers API
Supported
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Volaren:
API
Offers API
Not Supported
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Diversiview:
Screenshots and Videos |
Volaren:
Screenshots and VideosNo images available
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Diversiview:
PricingFor individual, non-commercial use: buy and use credit points on demand
For business/commercial use: Subscription White labelling and API integration available.
Free Version
Not Supported
Free Trial
Supported
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Volaren:
Pricing
$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version
Supported
Free Trial
Not Supported
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Diversiview:
Reviews/
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Volaren:
Reviews/
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Diversiview:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Diversiview:
Company InformationLENSELL
Founded: 2020
Australia
diversiview.online
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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Diversiview:
Alternatives |
Volaren:
Alternatives |
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Diversiview:
Categories |
Volaren:
Categories |
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Diversiview:
Stock Portfolio Management Features
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Not Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
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Diversiview:
Integrations
Alpaca
Supported
Fidelity
Supported
Robinhood
Supported
Stake
Supported
eToro
Supported
moomoo
Supported
Binance
Not Supported
CAS 360
Supported
Coinbase
Not Supported
CommSec
Supported
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Volaren:
Integrations
Alpaca
Supported
Fidelity
Supported
Robinhood
Supported
Stake
Supported
eToro
Supported
moomoo
Supported
Binance
Supported
CAS 360
Not Supported
Coinbase
Supported
CommSec
Not Supported
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Diversiview:
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Volaren:
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