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 […]
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How To Explore Individual Securities
Want to dive deeper into specific stocks, ETFs or Indian mutual funds? Diversiview offers several ways to explore individual securities.
How To Create An Account in Diversiview
Creating a free Diversiview account is easy and takes just a few minutes.Here’s how: 1. Navigate to the Diversiview website:
Validating Your Email Address
Once you sign up with your email address, we’ll send a quick verification email to your inbox. 1. Check your
Supported Markets
With Diversiview, you can analyse and optimise portfolios containing securities listed on the: Diversiview also covers over 7000 Mutual Funds
Supported Brokers and Platforms
You can import your portfolio from a variety of brokers and platforms into Diversiview. We support a wide range of
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
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.
How Is CAPM Calculated?
For each investment, the expected return Capital Asset Pricing Model (CAPM) is calculated using the established Capital Asset Pricing Model
What Are Historical Expected Returns?
For each investment, the historical expected return is calculated as the annualised geometric (compound) average of its daily returns over
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
Credit Point Balance
Your credit point balance and expiration date are conveniently displayed in the top left corner of your Diversiview dashboard. Any
Enter Holdings Manually
Here’s a straightforward written guide to manually entering your portfolio and unlocking valuable insights: 1. Access the Portfolio Entry Section: