{"id":205,"date":"2023-07-01T07:26:27","date_gmt":"2023-07-01T07:26:27","guid":{"rendered":"https:\/\/diversiview.online\/blog\/?p=205"},"modified":"2024-11-26T08:00:25","modified_gmt":"2024-11-25T22:00:25","slug":"portfolio-return-calculator-in-diversiview","status":"publish","type":"post","link":"https:\/\/diversiview.online\/blog\/portfolio-return-calculator-in-diversiview\/","title":{"rendered":"Portfolio Return Calculator in Diversiview"},"content":{"rendered":"\n<p>Calculating expected portfolio returns manually, especially for a diversified portfolio, can be complex and time-consuming. Fortunately, tools like Diversiview can simplify the process significantly. With its robust expected portfolio return calculator feature, investors can calculate their portfolio&#8217;s expected returns effortlessly, in seconds.<\/p>\n\n\n\n<p>You can calculate the expected return of your portfolio very easy, in <strong>3 simple steps:<\/strong><\/p>\n\n\n\n<p class=\"has-luminous-vivid-orange-color has-text-color has-large-font-size\">STEP 1<\/p>\n\n\n\n<p>Login to <a rel=\"noreferrer noopener\" href=\"https:\/\/diversiview.online\/login\" data-type=\"URL\" data-id=\"https:\/\/diversiview.online\/login\" target=\"_blank\">your dashboard<\/a> (create a <strong>free<\/strong> account if you don&#8217;t already have one), and click on &#8220;New analysis&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-1024x576.png\" alt=\"Diversiview home page \" class=\"wp-image-207\" width=\"545\" height=\"306\" srcset=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-1024x576.png 1024w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-300x169.png 300w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-768x432.png 768w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-1536x864.png 1536w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-home-page-2048x1152.png 2048w\" sizes=\"auto, (max-width: 545px) 100vw, 545px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-1024x576.png\" alt=\"Diversiview dashboard\n\" class=\"wp-image-210\" width=\"554\" height=\"311\" srcset=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-1024x576.png 1024w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-300x169.png 300w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-768x432.png 768w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-1536x864.png 1536w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Diversiview-dashboard-2048x1152.png 2048w\" sizes=\"auto, (max-width: 554px) 100vw, 554px\" \/><\/figure>\n\n\n\n<p class=\"has-luminous-vivid-orange-color has-text-color has-large-font-size\">STEP 2<\/p>\n\n\n\n<p>Input your securities (manually one by one if you have only a few, or upload from CSV for large portfolios).<\/p>\n\n\n\n<p>Click on &#8220;See results&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--1024x576.png\" alt=\"Diversiview order page\" class=\"wp-image-208\" width=\"559\" height=\"314\" srcset=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--1024x576.png 1024w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--300x169.png 300w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--768x432.png 768w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--1536x864.png 1536w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Portfolio-Builder--2048x1152.png 2048w\" sizes=\"auto, (max-width: 559px) 100vw, 559px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-luminous-vivid-orange-color has-text-color has-large-font-size\">STEP 3<\/p>\n\n\n\n<p>Open the portfolio analysis page and find your portfolio expected return value under the &#8220;Performance and Benchmark&#8221; section. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--1024x576.png\" alt=\"Diversiview portfolio indicators table\" class=\"wp-image-209\" width=\"543\" height=\"305\" srcset=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--1024x576.png 1024w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--300x169.png 300w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--768x432.png 768w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--1536x864.png 1536w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/07\/Performance-indicators--2048x1152.png 2048w\" sizes=\"auto, (max-width: 543px) 100vw, 543px\" \/><\/figure>\n\n\n\n<p>You will see two figures: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the first column shows the expected portfolio return for the current allocation (that you entered), and <\/li>\n\n\n\n<li>the second column shows the expected portfolio return for an optimised allocation*. <\/li>\n<\/ul>\n\n\n\n<p>*an optimised allocation is one that maximises the total expected portfolio return while also minimising the total portfolio risk (volatility).<\/p>\n\n\n\n<p>In 3 simple steps, that only take a few seconds, you can calculate expected portfolio returns for portfolios up to 40 investments. <\/p>\n\n\n\n<p>If you want to calculate portfolio return for portfolios of more than 40 investments please contact our team at hello@diversiview.online and we will be happy to help.<\/p>\n\n\n\n<p class=\"has-text-align-center\">***<\/p>\n\n\n\n<p>Diversiview offers a detailed analysis of the risk-return trade-off, enabling investors to make better-informed decisions. Visualizing your expected returns versus the portfolio risk provides valuable insights into the portfolio&#8217;s efficiency. Using this information, you can adjust your portfolio to better align with your financial goals and risk tolerance.<\/p>\n\n\n\n<p class=\"has-text-align-center has-custom-0132-ca-color has-text-color\"><strong><a rel=\"noreferrer noopener\" href=\"https:\/\/diversiview.online\" target=\"_blank\">Start your analysis now<\/a><\/strong><\/p>\n\n\n\n<p class=\"has-custom-0132-ca-color has-text-color\"><strong>Questions?<\/strong><\/p>\n\n\n\n<p>Please contact the team at hello@diversiview.online and we will be happy to help.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"HTTPS:\/\/DIVERSIVIEW.ONLINE\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-1024x171.png\" alt=\"Try Diversiview today. Do better, get more from your investment portfolio.\" class=\"wp-image-42\" width=\"768\" height=\"128\" srcset=\"https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-1024x171.png 1024w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-300x50.png 300w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-768x128.png 768w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-1536x256.png 1536w, https:\/\/diversiview.online\/blog\/wp-content\/uploads\/2023\/06\/Blog-banner-post-bottom-2048x342.png 2048w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Calculating expected portfolio returns manually, especially for a diversified portfolio, can be complex and time-consuming. Fortunately, tools like Diversiview can [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"Portfolio Return Calculator in Diversiview","_seopress_titles_desc":"Step by step instructions about how to calculate the expected portfolio returns in Diversiview, for small or medium portfolios.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[43,1],"tags":[],"class_list":["post-205","post","type-post","status-publish","format-standard","hentry","category-product-news","category-uncategorised"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/posts\/205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/comments?post=205"}],"version-history":[{"count":9,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/posts\/205\/revisions"}],"predecessor-version":[{"id":218,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/posts\/205\/revisions\/218"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/media?parent=205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/categories?post=205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/blog\/wp-json\/wp\/v2\/tags?post=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}