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.
For business/commercial use: Subscription
White labelling and API integration available.
Free Trial:
Free Trial available.
Company Information
LENSELL
Founded: 2020
Australia
diversiview.online
Videos and Screen Captures
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?
Diversiview works with these users and organization types: Mid Size Business, Small Business, and Enterprise.
Q: What languages does Diversiview support in their product?
Diversiview supports these languages: English.
Q: What kind of support options does Diversiview offer?
Diversiview offers support via online.
Q: What other applications or services does Diversiview integrate with?
Diversiview integrates with: Alpaca, CAS 360, CommSec, eToro, Fidelity, Interactive Brokers, Stake, moomoo, Robinhood, and Sharesight.
Q: Does Diversiview have an API?
Yes, Diversiview has an API.
Q: What type of training does Diversiview provide?
Diversiview provides training in the form of documentation and webinars.
Q: Does Diversiview offer a free trial?
Yes, Diversiview offers a free trial.
Q: What pricing for support is available for Diversiview?
Diversiview offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for Diversiview?
Diversiview offers training additional fee / premium available.
Diversiview Product Features
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Stock Portfolio Management
For Investment Advisors
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
