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 mixed investment portfolios for free, and calculate critical portfolio indicators including portfolio 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 figure out whether the current portfolio composition helps them achieve their financial goals. Last but not least, users can freely visualise the granular diversification, at 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 the optimal portfolio position (that maximises the total expected return while maximising 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 (AUS and US listed stocks, unlisted investment funds and other asset types) of up to 40 investments, this is a unique application in the wealth management space.