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 [see how to change the portfolio analysis name].
- Get a quick overview of key expected performance indicators
- 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.