Diversiview is a unique investment analysis and optimisation software, that enables retail investors and professional investment advisors to take their investment portfolios to the next performance level.

Users can analyse their mixed investment portfolios, and calculate critical portfolio indicators including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta, and portfolio Sharpe ratio. Furthermore, they can visualise their portfolio’s risk-return position compared with thousands of other potential positions and gain insights on whether the current portfolio composition helps them achieve their financial goals. Last but not least, users can visualise the granular diversification of their, at an investment level.

From there, users have the option to use credit points to optimise their portfolios in several ways:

• by calculating the weightings that can produce a portfolio position with minimum total risk (volatility),
• by calculating the weightings that can produce a portfolio position with maximum expected return (coming soon),
• by calculating the weightings that can produce the optimal portfolio position (that maximises the total expected return while minimising the total risk/volatility), or
• by finding the weightings that give efficient portfolio positions (that maximise the portfolio expected return for a given level of portfolio risk) – that is, positions on the Efficient Frontier for that set of investments.

This way, the user has complete control of how their portfolio is constructed and can fine tune the composition using a personalised allocation approach towards the own goal.

With ability to analyse and optimise mixed portfolios (US, AUS and Indian listed stocks, unlisted investment funds and other asset types) of up to 40 investments, this is a unique application in the wealth management space.

The first portfolio analysis in Diversiview is free, for up to 25 investments from any supported markets.

Diversiview is designed for a diverse range of investors and investment professionals seeking to enhance their investment strategies and optimise portfolio performance. Whether you're an active self-directed investor looking to make informed decisions, a small advisory firm seeking efficient portfolio planning tools, or a large advisory firm aiming for high-frequency analyses, Diversiview has a plan tailored to your needs.

Our platform empowers active investors and investment professionals to analyse and optimise mixed portfolios of listed and unlisted securities, cash, and other asset classes, using professional-grade algorithms and models previously inaccessible to the public.

With Diversiview, you can calculate critical portfolio indicators, assess risk-return profiles, optimise asset allocation, explore alternative investments, and backtest strategies with ease.

Diversiview was developed in 2020 by Dr. Laura Rusu, the CEO and founder of LENSELL. Dr. Rusu is an experienced innovator with a background in software engineering, academia, and research. LENSELL’s mission is to democratise access to investment insights through a fintech platform that utilises cutting-edge data science and analytics technologies.

Our vision is to create a world where corporate performance and investment insights are transparent and accessible, empowering investors to make informed decisions confidently. The company values equality of chances through education, thirst for knowledge, and passion for data democratisation.

Diversiview is a global application. It is currently working with all ASX listed securities, all US listed securities (NASDAQ and NYSE), all Indian listed securities (BSE and NSE) and over 7000 Indian mutual fund schemes. More markets coming soon.

We use a licensed ASX, NASDAQ, NYSE, BSE and NSE reseller for all listed securities. Data is adjusted for dividends, stock splits and other major events.

We use publicly available data for unlisted products.

For non-financial performance data, we use open government data and other public institutional data, in Australia and overseas.

Diversiview offers a free first analysis of your investment portfolio when you sign up for an account.

Subsequent analyses and optimisations beyond the first one will require the use of credit points, which can be purchased on an ad-hoc basis or as a subscription.

You can sign in to your account dashboard and can click on ‘New Analysis’ and follow the steps to enter your portfolio holdings and analyse it.

Sign up today for your first free Diversiview Portfolio Analysis. To explore pricing in detail, visit our pricing page.

For professionals Diversiview offers flexible pricing plans to suit the needs of firms of any size, ensuring equality of access to our advanced investment planning technology. Our pricing is transparent and designed to provide fair and affordable access to our platform's features.

You can analyze portfolios of up to 40 investments.

For a in-depth cost breakdown visit our pricing page.

Diversiview allows you to analyse and optimise unlimited portfolios.

Here are several ways to learn more about Diversiview and how it can empower your investment journey:

• Subscribe to our YouTube channel for in-depth tutorials and explainer videos on using Diversiview to analyse and optimise your portfolio.
• Stay up-to-date with the latest investment trends and strategies with insightful articles and guides on our blog.
• Subscribe to our newsletter and get valuable insights and exclusive content delivered straight to your inbox.
• Follow us on social media to join the conversation and connect with our community on LinkedIn and Twitter.

Absolutely! Diversiview prioritises user data security and employs robust measures to safeguard your information. Click here to see more about our security protocols:

Secure Email Verification:

• Upon registering, you'll receive a verification email to confirm your account ownership. This ensures only authorised users access the platform.

Strong Password Encryption:

• We prioritise password security by utilising the Bcrypt hashing algorithm. This method encrypts your password, rendering it unreadable and inaccessible even if someone breaches our database.
• Each time you log in, the system compares your entered password with the encrypted version stored in our database, ensuring a secure authentication process.

What is Two-Factor Authentication (2FA):

• Diversiview offers an optional 2FA layer for enhanced login security. When enabled in your profile (in the settings section) a unique 6-digit verification code will be sent to your registered email upon login attempts.
• This code acts as an extra layer of protection, requiring both your password and the temporary code for successful login.

Where does Diversiview store my data?

• Diversiview leverages Amazon's secure RDS (Relational Database Service) to store sensitive user data like account information and orders.
• AWS RDS employs robust security measures, including restricting access to the database solely from the Diversiview application itself.

Stripe Security: Stripe Payments

• We utilise Stripe, a leading payment processing platform, for any transactions occurring within Diversiview.
• Stripe adheres to stringent security standards as outlined in their security documentation.

Yes, your data is secure when importing from a broker with Diversiview.

Diversiview uses SnapTrade, a secure third-party API, to connect to your broker. This ensures your login credentials are securely transmitted to allow for reliable, real-time connectivity.

Diversiview and SnapTrade do not store your broker username and password. Instead, the connection is routed to your broker for validation. The final validation of your credentials happens directly on your broker's secure platform. This adds an extra layer of security.

Diversiview collects your name and email address when you sign-up. We also passively track data such as the date and time of access, the referring website address (if applicable), the type of device you're using, and your general navigation patterns on our website. This helps us understand how users interact with our platform and improve the overall user experience. We do not store your credit card details, all payments are processed by Stripe.

For more details, please see our full Privacy Policy.

The team at LENSELL comprises skilled professionals dedicated to innovation and excellence. From software engineers to AI & ML scientists, the team collaborates to ensure Diversiview remains a cutting-edge solution for investors and advisory firms.

Founded on the principles of Modern Portfolio Theory, Diversiview utilises sophisticated mathematical algorithms and AI to empower investors to plan diversified portfolios, mitigate risks, and improve expected returns. Users can access critical portfolio indicators and optimise asset allocation quickly, easily, and confidently.

Each Portfolio Universe has an Efficient Frontier. That is, the set of portfolio positions that are efficient (i.e. they give the maximum expected return for a given level of risk).

Diversiview gives you the opportunity to travel along that frontier for your portfolio and pick the position that suits you best.

Click on the ‘Find Efficient Frontier Positions’ button in the ‘Your Portfolio Optimisation’ section. Select the level of risk you are comfortable with and the maximum return for that level will be shown.

Once you are happy with the position, a new analysis will be run and the allocation for the selected efficient position will be shown.

The new analysis page will show that this particular asset allocation (portfolio composition) has the maximum return for that level of risk - within the specified constraints, if any.

Portfolio Alpha indicates the difference between the portfolio’s expected return and the expected return of the entire market*. That is, a positive Alpha shows how much more the portfolio is expected to earn compared with the entire market

Alpha is calculated using Jensen’s measure (see formula here), and is always considered in conjunction with Portfolio Beta. Investors generally aim to get a good portfolio performance (i.e. a positive Alpha) for the level of portfolio volatility indicated by Beta.

*For the purpose of Alpha calculations using Jensen’s method, Diversiview uses a relevent index for each market. Users can change the preferred benchmark in their account settings area.

You can find the Portfolio Alpha value on the Diversiview analysis page, under the ‘Performance & Benchmark’ section.

Portfolio Beta indicates portfolio’s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the portfolio is more volatile than the entire market, while a Beta lower than 1 indicates that the portfolio is less volatile than the entire market.

Beta is a measure of the systematic risk where the portion of total portfolio risk that is due to external factors that affect almost all investments (e.g. wars, recessions, pandemics or even Government's monetary and economic policies).

Systematic risk cannot be reduced through diversification, as opposed to the unsystematic risk that is investment-specific (business risk) and can be reduced through diversification. Read more here.

You can find portfolio Beta on the Diversiview analysis page, Under the 'Performance and Benchmark' section.

Sharpe ratio is a widely used method for calculating the risk-adjusted return and a measurement of the portfolio’s performance per unit of portfolio’s volatility.

A portfolio that is well diversified will have a Sharpe ratio higher than a non-diversified portfolio, and investors generally look for a Sharpe ratio around or above 1.

You can find the Sharpe Ratio for your portfolio on the Diversiview analysis page, under the ‘Performance & Benchmark’ section.

Portfolio Risk, also known as Portfolio Volatility, shows the potential fluctuation of the expected returns. Your Portfolio Risk can be found in the Portfolio Analysis Report in the 'Expected Performance (Portfolio)' section.

A high portfolio risk means that the returns are expected to be volatile and unstable, so you might suffer losses in bear markets.

For a personalised portfolio, you need to match the portfolio risk with your own risk tolerance. Click here for a free portfolio risk quiz.

Portfolio risk is calculated based on the risk (volatility) of the individual investments, their weights in your portfolio and the granular correlations between pairs of individual investments. See the formula Portfolio Standard Deviation and check out our explanatory videos.

You can upload your portfolio composition from a CSV file. Once you click on ‘New Analysis’ in your dashboard and get to the Order page click on the second tab ('Upload from .csv') and you will be able to upload your portfolio from a CSV file.

Diversiview offers seamless integration with Sharesight, a leading portfolio tracking and reporting platform. Importing your portfolio from Sharesight is easy. Simply log in to your Diversiview account, navigate to your dashboard, and click on the 'Import from Sharesight' logo.

Once logged in to your Sharesight account, select the portfolio you wish to import. The portfolio will be imported into Diversiview, and a new analysis will be created for you in the dashboard. Please note that only securities available for analysis in Diversiview will be imported. Securities from non-supported sources will be displayed as 'OTHER'.

Alternatively, you can import holdings from brokers such as Zerodha, Vanguard, and CommSec through the 'Import from a Broker' tab within the 'New Analysis' section. Visit our blog for a comprehensive list of compatible brokerages and a step-by-step guide on how to import your holdings from these platforms.

For more detailed instructions and helpful tips, check out our explanatory videos on Diversiview’s YouTube channel. If you have any further questions or need assistance, don't hesitate to reach out to our support team.

Yes! We understand that seeing a sample report can be helpful in understanding what information you'll receive. You can find a sample Diversiview Analysis Report here. This sample report will give you an idea of the layout and insights included in a Diversiview analysis.

Minimum Variance Portfolio (MVP), also known as Minimum Risk Portfolio is the portfolio position with the lowest total portfolio risk.

You can calculate the MVP from the Diversiview analysis page. Scroll down to the ‘Your Portfolio Optimisation’ section and click on the ‘Calculate the Minimum Risk Portfolio’ button.

On the Portfolio Universe® diagram MVP is the leftmost point (see the 'Your Portfolio Universe' section on the optimised analysis report).

Note 1: If you use the default weighting values, the position with the absolute lowest possible risk will be given. If you change the minimum / maximum weighting values, the portfolio position with lowest risk within those constraints will be given.

Note 2: While the results of the balancing algorithm are rigorously scientific and thoroughly tested from a mathematical perspective, we do not claim at any stage that the calculated weights are the best for your personal circumstances. You should not take any action regarding changing the portfolio composition without doing further research and/or discussing with a finance professional. We accept no responsibility for any claim, loss, or damage as a result of using these results.

Optimal Portfolio is the portfolio position (i.e., the combination of securities’ weights in your portfolio) that minimises the total portfolio risk and maximises the total portfolio return at the same time.

You can calculate the Optimal Portfolio from the Diversiview analysis page. Scroll down to the ‘Your Portfolio Optimisation’ section and click on the ‘Calculate the Optimal Portfolio’ button.

Note 1: If you use the default weighting values, the absolute optimal portfolio position will be given. If you change the minimum / maximum weighting values, the optimal portfolio position within those constraints will be given.

Note 2: While the results of the balancing algorithm are rigorously scientific and thoroughly tested from a mathematical perspective, we do not claim at any stage that the calculated weights are the best for your personal circumstances. You should not take any action regarding changing the portfolio composition without doing further research and/or discussing with a finance professional. We accept no responsibility for any claim, loss, or damage as a result of using these results.