How to Add Custom Investments

Here’s a straightforward written guide to adding custom investments into your portfolio and unlocking valuable insights:

1. Access the Portfolio Entry Section:

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.

Create a new portfolio to analyse and optimise in Diversiview

2. Select the ‘Custom Investments’ Tab:

Click on the ‘Custom Investments’ tab in the New Portfolio screen.

Getting started with Diversiview. How to add custom investments.

3. Select the ‘Create New Investment’ Option:

In the ‘Investment Selection’ drop-down menu, select the ‘Create new Investment’ option.
Any custom investments previously created can also be selected from the drop-down menu for easy addition to your portfolio.

Create a new custom investment to add to your portfolio in Diversiview.

4. Create Custom Investment:

After selecting ‘Create new Investment’ from the drop-down menu, a form with new input fields will appear.
Complete each input field with the necessary details for your custom investment. If you are adding an unlisted investment fund, or a superannuation fund as your custom investment, please contact the fund manager to request the relevant information (expected return, risk/volatility of returns).
The ‘Correlation Coefficient’ field is pre-set to 0.00, but you can modify this value if required. It should indicate the correlation value that you expect between the new custom investment and all the other holdings in your portfolio.
You can further name your portfolio and, if you are a professional, select a client for this portfolio. To learn more about how to gain access to the Client Management feature, contact our Help Team.

Add details of your custom investment in Diversiview. — _{^{Disclaimer: The example data provided is the Vanguard Growth Index ETF (VAN0110AU)}}, _{^{copyright Morningstar. These values are for illustrative purposes only and should not be construed as financial advice.}}

5. Add Custom Investment to Portfolio:

After you’ve finished entering all the details for your custom investment, click the ‘Add to Portfolio’ button. Your newly created investment will then be displayed on the right-hand side.
You can continue to add further custom investments, or select other securities from the ‘Listed Securities and Unlisted Products’ tab to build your complete portfolio to analyse in Diversiview.

For instructions on how to remove previously created custom investments from your profile, click here.

Ready to add custom investments into your portfolio to analyse in Diversiview? Log in or sign up to your account today and start analysing and optimising your investments.