Diversiview goes beyond just your latest insights. It keeps a record of all your analyses and optimisations during the past 3 years, helping you track your portfolio’s journey over time.
Key features:
- Easily view a history of your portfolio analyses, allowing you to compare various scenarios in time.
- Narrow down the list to a specific date range for focused analysis of a particular period.
- Keep things organised by assigning custom names to your analyses by clicking the icon next to your Portfolio Name.
- Get a quick overview of key expected performance indicators for each portfolio, giving you a snapshot of your portfolio’s health at that time.
- Identify whether the analysis represents your original portfolio or one created using a Diversiview optimisation feature. (Learn more about these features here.)
- If you imported your portfolio from a different platform or broker, Diversiview will show the name of that broker.
Manage Your Analyses:
- Dive deeper into any analysis by clicking the “View Analysis” button to access the full report.
- Re-run the analysis for a specific portfolio without the need to re-input or re-import, using the [recycle] icon (coming soon).
- Permanently remove an analysis from your history if you no longer need it, using the icon.
- Set up alerts to inform you when your portfolio becomes more volatile (riskier), using the icon. A filled bell indicates active alerts.
By utilising the full suite of Diversiview’s features, you’ll be well on your way to making informed investment decisions. Log in or sign up to your account today to start analysing and optimising your portfolio.