Changing Your Password
You can easily change your password and enable two-factor authentication (2FA) in Diversiview in a few quick steps. 1. Locate the […]
Manage Your Account
How To View Your Client List
Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you
Tracking Your Points Usage in Diversiview
You can easily track your points usage in Diversiview in a few quick steps. 1. Locate the Settings: 2. Select
How To Refer A Friend
Refer a friend using the unique referral link from your profile settings and get 10 credit points (1 free analysis)
Updating Your Name
You can easily change your name in Diversiview in a few quick steps. 1. Locate the Settings: 2. Update Your
Selecting Your Preferred Market Benchmark
Your preferred market benchmark will be used when Diversiview calculates your market dependent portfolio indicators. For example, Portfolio Alpha, Portfolio
How To Remove Custom Investments From Your Profile
You can easily remove any previously created custom investments from your profile in a few quick steps in Diversiview. 1.
Selecting Your Preferred Calculation Method For Expected Return
Your preferred calculation method for expected return will be used when Diversiview calculates your portfolio’s performance. Changing the calculation method
Adjusting Your Settings
You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of
Your Risk Tolerance Level
Easily view your risk tolerance score in the top right corner of your Diversiview dashboard. This score provides valuable insight
Importing a Portfolio From a Broker
1. Access the Portfolio Entry Section: Or 2. Select your Broker: 3. Connect your Broker: 4. Import Your Portfolio: 5.
How To Register Your Professional Registration Number
Contact our Help Team if you are a registered professional to get access to more options in Diversiview, like our