Want to dive deeper into specific stocks, ETFs or Indian mutual funds? Diversiview offers several ways to explore individual securities. Here are the three primary methods:
Option 1: Quick Search (No Account Required)
- Hover over the Resources Tab in the navigation bar on any page in Diversiview. A drop-down menu will appear with a field to type in the security that you wish to explore.
- Type the name of the security you want to explore in the search bar and select the desired security from the search results.
Option 2: New Portfolio Page (Account Required)
- From your Diversiview dashboard, locate and click on the
button on the top right-hand corner of the webpage. This will take you to the New Portfolio page.
- Type in the name of the security you wish to add to your portfolio, and select the desired security from the search results.
- Add your desired security by clicking
. This will add the security to the right-hand column.
- Once added, click on the security in the right-hand column you wish to explore further.
Option 3: Analysis Report Page (Account Required)
- After completing an analysis, from your Dashboard, click “View Analysis” on the portfolio that contains the individual security you wish to explore further. For in-depth guides on how to analyse your investment portfolio, click here.
Or, in your historical portfolio analyses:
- In your portfolio Analysis Report page, in the Expected Performance (Holdings) section, click on the security you wish to explore further. If the security you wish to explore is not one of the top 6 securities with the highest asset allocation, click “See All”.
Ready to learn more about your portfolio’s individual securities? Log in or sign up to your account today to start analysing and optimising your investment portfolio.