Stake Integrations

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

Easily link all of your equities, crypto, and forex investment accounts in one place to view, manage, and automate. Easily find & evaluate pre-built investment strategies with genuine track records. We handle all the hard parts and let you focus on building, testing, & monetizing your ideas. Test your strategy across any timeframe, prebuilt, or custom scenario to see how it would have performed and view powerful insights & areas for optimization. Rebalancing & tax loss harvesting are handled for you in the background.