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.
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
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio.
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StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors.
With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions.
* Get started quickly by importing your accounts directly from brokerages.
* View prices, performance, allocations and much more.
* Chart the value of your investment portfolios over time.
* Keep watchlists of securities that are on your purchase list.
* Analyze historical price charts.
* Companion apps for iOS and Android.
* And much more...
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MarketRisk
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.
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PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution.
Modules Include:
General Ledger
Partnership Accounting
Portfolio Accounting
Client/Investor Reporting
Client/Investor Portal
Performance Measurement
Risk Management
Data Aggregation
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Product Details
Platforms Supported
SaaS
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