{"id":205,"date":"2024-06-25T00:16:37","date_gmt":"2024-06-25T00:16:37","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=205"},"modified":"2025-03-13T22:57:31","modified_gmt":"2025-03-13T22:57:31","slug":"analyse-the-portfolio-with-your-expected-returns","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/analyse-the-portfolio-with-your-expected-returns\/","title":{"rendered":"Analyse Portfolio With Your Expected Returns"},"content":{"rendered":"\n<p>Diversiview calculates the expected return and volatility based on historical data (3 years of daily returns). However, some experienced users have their own appreciation of what the future may bring for a particular stock and would prefer to use that knowledge to analyse their portfolio.<\/p>\n\n\n\n<p>This feature allows you to re-analyse the portfolio with your own expectations of return \u2013 for one, several, or all holdings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-219b694da3f92a0be9c02dfa3e52627f\" style=\"font-size:25px\"><strong>1. Find the &#8216;Analyse With Your Expected Returns&#8217; Option<\/strong><\/h2>\n\n\n\n<ul>\n<li>To access this optimisation feature, click on the &#8216;Analyse With Your Expected Returns&#8217; option from the Table of Content in your Analysis Report.<\/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-5-1024x576.png\" alt=\"Find the 'Analyse With Your Expected Returns' Option from the Content Page of Diversiview\" class=\"wp-image-725\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-5-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-5-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-5-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-5.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-9fdf3238791075fdeb9ce8351eb0d505\" style=\"font-size:25px\"><strong>2. Select the &#8216;Analyse With Your Expected Returns&#8217; Option<\/strong><\/h2>\n\n\n\n<ul>\n<li>Click on the blue &#8216;Analyse With Your Expected Returns&#8217; button.<\/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=\"303\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-2-1024x303.png\" alt=\"Select the 'Analyse With Your Expected Returns' Option from the Analysis Report in Diversiview\" class=\"wp-image-724\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-2-1024x303.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-2-300x89.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-2-768x227.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-2.png 1175w\" 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-0859d5856ff8f9c43d75918cfdf1cb9f\" style=\"font-size:25px\"><strong>3. Select Your Preferred Expected Returns<\/strong><\/h2>\n\n\n\n<ul>\n<li>Change the expected returns for any of the securities listed in your portfolio. By default, the calculated expected return is inputted. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"582\" height=\"510\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-3.png\" alt=\"Choose your expected returns for your securities in Diversiview\" class=\"wp-image-726\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-3.png 582w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-3-300x263.png 300w\" sizes=\"(max-width: 582px) 100vw, 582px\" \/><\/figure>\n\n\n\n<p><strong>Ready to learn more about your portfolio&#8217;s expected performance? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> today to start analysing and optimising your investment portfolio<\/strong> <strong>using your preferred expected returns<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Diversiview calculates the expected return and volatility based on historical data (3 years of daily returns). However, some experienced users [&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":"Analyse Portfolio with Your Expected Returns | Diversiview Help","_seopress_titles_desc":"Discover how Diversiview allows you to re-analyse your portfolio with your own expectations of return \u2013 for one, several, or all holdings.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[48,5,33,44],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/205"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=205"}],"version-history":[{"count":7,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/205\/revisions"}],"predecessor-version":[{"id":1385,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/205\/revisions\/1385"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}