Renaming Your Portfolio
For easier organisation, Diversiview lets you assign custom names to your historical analyses. Here’s how to do it in a […]
Help
How To Register Your Professional Registration Number
Contact our Help Team if you are a registered professional to get access to more options in Diversiview, like our
How To Assign A Client To An Existing Portfolio
Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you
How To View Individual Client Portfolios
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Creating A Portfolio For Your Client
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Adding A New Client
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View Analyses and Optimisations
Diversiview goes beyond just your latest insights. It keeps a record of all your analyses and optimisations during the past
Import From Your Platform/Broker
Your dashboard allows you to conveniently import your portfolio from your preferred platform or broker. Click on the logo of
Expected Performance (Holdings)
This section shows the expected return and volatility (risk of loss) for each individual holding in your portfolio. Each holding