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

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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
See Integrations

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

Real Optimisation Case Study showing the difference in return View Portfolio Universe including the Efficient Frontier and Your Portfolio Risk-Return position View Granular Diversification Matrix Interactive Correlations Network
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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
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