{"id":1728,"date":"2026-01-21T01:49:53","date_gmt":"2026-01-21T01:49:53","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=1728"},"modified":"2026-01-21T02:53:28","modified_gmt":"2026-01-21T02:53:28","slug":"how-to-optimise-the-asset-allocation-in-diversiview","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-optimise-the-asset-allocation-in-diversiview\/","title":{"rendered":"How to Optimise The Asset Allocation in Diversiview"},"content":{"rendered":"\n

Once you have created or imported your portfolio, you can optimise the asset allocation directly from the dashboard. <\/p>\n\n\n\n

Two types of optimisations are available at the date of this article:<\/p>\n\n\n\n

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  1. Calculating the asset allocation for the Minimum Risk Portfolio<\/strong> (also known as the Minimum Variance Portfolio, MVP).<\/li>\n\n\n\n
  2. Calculating the asset allocation for the Optimal Portfolio<\/strong> (OP).<\/li>\n<\/ol>\n\n\n\n

    For professionals, there is also the ability to calculate allocations for efficient portfolio positions on the Efficient Frontier. Read this article for a step by step example<\/a>.<\/p>\n\n\n\n

    Calculating the Asset Allocation for Minimum Risk Portfolio<\/h2>\n\n\n\n

    On the dashboard, locate the green Actions button for the portfolio of your choice and select the Optimise option. <\/p>\n\n\n\n

    \"Diversiview
    Figure 1:<\/strong> Diversiview Dashboard example showing Optimise option for a user portfolio<\/sup><\/figcaption><\/figure>\n\n\n\n

    Follow the steps and will be presented with a selection popup, where you can select:<\/p>\n\n\n\n