{"id":1058,"date":"2024-03-26T04:52:03","date_gmt":"2024-03-26T04:52:03","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=1058"},"modified":"2025-09-08T22:59:13","modified_gmt":"2025-09-08T22:59:13","slug":"how-to-explore-individual-securities","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-explore-individual-securities\/","title":{"rendered":"How To Explore Individual Securities"},"content":{"rendered":"\n<p>Want to dive deeper into specific stocks, ETFs or Indian mutual funds? Diversiview offers several ways to explore individual securities. Here are the three primary methods:<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-96f1161fe2aca0e2682a9e78aab944dc\" id=\"free-plan\" style=\"font-size:25px\"><strong><strong><strong>Option 1: Quick Search<\/strong><\/strong><\/strong> (No Account Required)<\/h2>\n\n\n\n<ul>\n<li>Hover over the <strong>Resources Tab<\/strong> in the navigation bar on any page in Diversiview. A drop-down menu will appear with a field to type in the security that you wish to explore.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-27-1024x576.png\" alt=\"Hover over the resources tab on any page in Diversiview to explore individual securities.\" class=\"wp-image-1059\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-27-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-27-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-27-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-27.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Type the name of the security you want to explore in the search bar and select the desired security from the search results.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-38.png\" alt=\"Search securities in the resources tab on any page in Diversiview to explore individual securities.\" class=\"wp-image-1086\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-38.png 1366w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-38-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-38-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-38-768x432.png 768w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-7f03d3b86f57942e2a31e8205cee96f6\" id=\"free-plan\" style=\"font-size:25px\"><strong><strong><strong>Option 2: New Portfolio Page<\/strong><\/strong><\/strong> (Account Required)<\/h2>\n\n\n\n<ul>\n<li>From your Diversiview dashboard, locate and click on the&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"125\" height=\"33\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\">&nbsp;button on the top right-hand corner of the webpage. This will take you to the New Portfolio page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-849\" style=\"width:700px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Type in the name of the security you wish to add to your portfolio, and select the desired security from the search results.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-30-1024x576.png\" alt=\"Add a security into your portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-1062\" style=\"width:700px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-30-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-30-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-30-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-30.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Add your desired security by clicking <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"27\" class=\"wp-image-1083\" style=\"width: 150px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/add-to-portfolio-button-in-diversiview-1.png\" alt=\"Add to portfolio button in Diversiview.\">. This will add the security to the right-hand column.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-31-1024x576.png\" alt=\"Add a security into your portfolio to explore and analyse in Diversiview.\" class=\"wp-image-1064\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-31-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-31-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-31-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-31.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Once added, click on the security in the right-hand column you wish to explore further.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-32-1024x576.png\" alt=\"Explore individual securities in Diversiview.\" class=\"wp-image-1065\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-32-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-32-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-32-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-32.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-0405a51e70bd63ab3e85b398e706d8ca\" id=\"free-plan\" style=\"font-size:25px\"><strong><strong><strong>Option 3: Analysis Report Page<\/strong><\/strong><\/strong> (Account Required)<\/h2>\n\n\n\n<ul>\n<li>After completing an analysis, from your Dashboard, click &#8220;View Analysis&#8221; on the portfolio that contains the individual security you wish to explore further. For in-depth guides on how to analyse your investment portfolio, <a href=\"https:\/\/diversiview.online\/help\/category\/help\/analyse-your-portfolio\/\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-33-1024x576.png\" alt=\"View the analysis of your latest Diversiview portfolio analysis.\" class=\"wp-image-1068\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-33-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-33-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-33-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-33.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\">Or, in your historical portfolio analyses:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-34-1024x576.png\" alt=\"View your portfolio analyses and optimisations in Diversiview.\" class=\"wp-image-1069\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-34-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-34-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-34-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-34.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>In your portfolio Analysis Report page, in the Expected Performance (Holdings) section, click on the security you wish to explore further. If the security you wish to explore is not one of the top 6 securities with the highest asset allocation, click &#8220;See All&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-35-1024x576.png\" alt=\"See all the securities in your portfolio analysis to explore them individually in Diversiview.\" class=\"wp-image-1070\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-35-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-35-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-35-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-35.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Ready to learn more about your portfolio&#8217;s individual securities? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today to start analysing and optimising your investment portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Want to dive deeper into specific stocks, ETFs or Indian mutual funds? Diversiview offers several ways to explore individual securities. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"How To Explore Individual Securities | Diversiview Help","_seopress_titles_desc":"Want to dive deeper into specific stocks, ETFs or Indian mutual funds? 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