Importing a Portfolio From a Broker

1. Access the Portfolio Entry Section:

From your Diversiview dashboard, select the broker you wish to import from by clicking on their logo in the “Import From Your Platform/Broker” section. If choosing this method, skip to step 3.

Getting started with Diversiview import your portfolio from your broker.

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From your Diversiview dashboard, locate and click on the top right-hand corner of the webpage. This will take you to the New Portfolio page.

Create a new portfolio to analyse and optimise in Diversiview.

2. Select your Broker:

Select the “Import from a Broker” tab and click and choose the broker or investment platform you want to import from. For a full list of integrated brokers, click here.

Getting started with Diversiview link broker.

3. Connect your Broker:

After picking your desired broker, select . You will be redirected to complete an authentication process with your selected broker. Click “Continue” and log in to your chosen brokerage account using your credentials.

Getting started with Diversiview connect your broker and complete the authentication process

Getting started with Diversiview use SnapTrade to connect your institution

4. Import Your Portfolio:

Once your login details are accepted, you’ll receive a prompt stating ‘Connection Complete.’ Click on the yellow ‘Go Back to Lensell’ button to return to the New Portfolio page.
Your brokerage account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green ‘Load Holdings’ button, and your securities with their weightings will be automatically populated.

5. Adding Another Broker (Optional):

Under the drop-down menu where you select your account, click on ‘Revoke Access to [name of brokerage]’. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.

6. Analyse Your Portfolio:

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

Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.

7. View Your Analysis Report:

Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.

Getting started with Diversiview review your Portfolio Analysis Report.

Ready to see your portfolio’s potential performance? Log in or sign up today to import your portfolio from your broker and start optimising your asset allocation.