How To Use The AI Voice Portfolio Summary
Diversiview’s AI Voice Portfolio Summary is a groundbreaking feature designed to make your investment journey more accessible and convenient. This […]
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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
Importance of Getting The Asset Allocation Right
Asset allocation is an integral part of your investment portfolio strategy. It refers to the process of dividing your investment
Minimum Risk (Minimum Volatility) Portfolio
The Minimum Risk Portfolio is the portfolio position with the minimum total portfolio volatility (risk of loss). It is shown
Optimal Portfolio
The Optimal Portfolio position uses mathematical algorithms utilising Modern Portfolio Theory to find the allocation that maximises the portfolio return
Calculating Allocation For An Efficient Frontier Position
For any set of investments, there are multiple ways to combine them, i.e. to allocate money between investments. Only some
Portfolio Beta
Portfolio Beta indicates portfolio’s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the
Portfolio Expected Return
The Portfolio Expected Return indicates what annual rate of return you can expect from your portfolio, for the level of risk taken*.
Understanding Your Portfolio Analysis Report
Diversiview is a unique investment analysis and optimisation software, that enables retail investors and professional investment advisors to take their
Expected Performance (Portfolio)
This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve
Analyse Portfolio With Your Expected Returns
Diversiview calculates the expected return and volatility based on historical data (3 years of daily returns). However, some experienced users
Portfolio Alpha
Portfolio Alpha indicates the difference between the portfolio’s expected return and the expected return of the entire market*. That is,
Difference Between Efficient Frontier Positions and Optimal Portfolio
What are Efficient Frontier Positions? Efficient Frontier positions represent portfolio allocations that offer the highest possible expected return for a
Efficient Frontier Positions
Efficient Frontier positions are portfolio allocations that give the maximum return for a given level of risk. This is indicated
Portfolio Composition (Holdings)
Users can analyse their first mixed investment portfolios for free, and calculate critical portfolio indicators. Once the portfolio is optimised,
Asset Allocation – View
This section shows the allocation of your holdings by industry, asset type and market capitalisation. Ready to learn more about
Asset Allocation – Strategy Backtesting
Strategy backtesting shows how your entire portfolio would have performed during the past 36 months (or from available data range).
Asset Allocation – Forecasting
Forecasting shows how your portfolio may perform during the next 10 years, considering the current allocation of your set of
Portfolio Diversification Rating
The ideal diversification rating in Diversiview is 5. That would be the rating when all your investments were not correlated
Correlations Diagrams (Granular Diversification)
Granular Diversification Diagram is an interactive visual network diagram that shows the correlations between pairs of individual securities in the