How to set up expected performance alerts
If you want to stay up to date with the expected performance of your investments (and avoid the need to […]
Help
How to Optimise The Asset Allocation in Diversiview
Once you have created or imported your portfolio, you can optimise the asset allocation directly from the dashboard. Two types
How to Create Your Own Benchmark in Diversiview
There are many scenarios when investors want or need to compare their portfolio strategies to customised benchmarks, that are more
Using the Stock Screener to Search Securities
This guide will help you utilise Diversiview’s stock screener filter to conduct more targeted searches when adding securities to your
Finding the Maximum Drawdown of Your Portfolio in Diversiview
A maximum drawdown (MDD) measures the maximum fall in the value of the investment, as given by the difference between
Finding Maximum Drawdown for a Security in Diversiview
A maximum drawdown (MDD) measures the maximum fall in the value of the investment, as given by the difference between
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
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
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.
Supported Markets
With Diversiview, you can analyse and optimise portfolios containing securities listed on the: Exchange Market Code in Diversiview ASX (Australian
Supported Brokers and Platforms
Easily import your portfolio into Diversiview from a wide range of brokers and platforms. To learn how to import from
How To Import Your Sharesight Portfolio
You can easily import your Sharesight portfolio into Diversiview. From your dashboard, select the Sharesight logo in the “Import From
How To Import Your BGL Portfolio
Before you can get started, 2FA must be enabled to import your BGL portfolio. To learn how to enable 2FA,
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