Loading a portfolio from a CSV file

Here’s a straightforward written guide to loading a portfolio from a csv and unlocking valuable insights:

1. Access the Portfolio Entry Section:

  • From your Diversiview dashboard, locate and click the blue “+ New Analysis” button on the top right-hand corner of the webpage. This will take you to the New Analysis page.
Getting started with Diversiview loading a portfolio from a csv

2. Select your File Type:

  • Select the “Upload from File” tab and choose your file type (Basic, CommSec holdings file, or Navexa holdings file).
Getting started upload from file
Getting started with Diversiview select file type and upload

3. Upload Your File:

  • After choosing the preferred file type, click the green “Upload” button and select the relevant file you wish to upload.
Getting started with Diversiview upload csv and analyse portfolio

4. Analyse Your Portfolio:

  • After uploading your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.

5. View Your Analysis Report:

  • Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard.
Getting started with Diversiview upload csv and review portfolio analysis report

This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.

To learn more about your Diversiview portfolio analysis click here.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.

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