{"id":268,"date":"2024-06-25T00:11:37","date_gmt":"2024-06-25T00:11:37","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=268"},"modified":"2025-03-13T21:53:51","modified_gmt":"2025-03-13T21:53:51","slug":"view-analyses-and-optimisations","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/view-analyses-and-optimisations\/","title":{"rendered":"View Analyses and Optimisations"},"content":{"rendered":"\n<p>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&#8217;s journey over time.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Your Dashboard at a Glance \u2014 View Analyses and Optimisations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/xh9OSdKkZiQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<div style=\"height:65px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"515\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-1024x515.png\" alt=\"Diversiview Dashboard, previous analyses and optimisations.\" class=\"wp-image-706\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-1024x515.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-300x151.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-768x386.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image.png 1180w\" 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>Key features:<\/strong><\/p>\n\n\n\n<ul>\n<li>Easily view a history of your portfolio analyses, allowing you to compare various scenarios in time.<\/li>\n\n\n\n<li>Narrow down the list to a specific date range for focused analysis of a particular period.<\/li>\n\n\n\n<li>Keep things organised by assigning custom names to your analyses by clicking the <i class=\"fas fa-pen-to-square\"><\/i> icon next to your Portfolio Name.<\/li>\n\n\n\n<li>Get a quick overview of key expected performance indicators for each portfolio, giving you a snapshot of your portfolio&#8217;s health at that time.<\/li>\n\n\n\n<li>Identify whether the analysis represents your original portfolio or one created using a Diversiview optimisation feature. (Learn more about these features here.)<\/li>\n\n\n\n<li>If you imported your portfolio from a different platform or broker, Diversiview will show the name of that broker.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Manage Your Analyses:<\/strong><\/p>\n\n\n\n<ul>\n<li>Dive deeper into any analysis by clicking the &#8220;View Analysis&#8221; button to access the full report.<\/li>\n\n\n\n<li>Re-run the analysis for a specific portfolio without the need to re-input or re-import, using the [recycle] icon <em>(coming soon).<\/em><\/li>\n\n\n\n<li>Permanently remove an analysis from your history if you no longer need it, using the <i class=\"fas fa-trash-can\"><\/i> icon.<\/li>\n\n\n\n<li>Set up alerts to inform you when your portfolio becomes more volatile (riskier), using the <i class=\"fas fa-bell\"><\/i> icon. A filled bell indicates active alerts.<\/li>\n<\/ul>\n\n\n\n<p><strong>By utilising the full suite of Diversiview&#8217;s features, you\u2019ll be well on your way to making informed investment decisions. <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 portfolio.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Diversiview goes beyond just your latest insights. It keeps a record of all your analyses and optimisations during the past [&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":"View Analyses and Optimisations | Diversiview Help","_seopress_titles_desc":"Learn how to easily view past analyses, set-up alerts, and make informed investment decisions. Analyse, compare, and optimise your portfolio with Diversiview.","_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":[5,90,85],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/268"}],"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=268"}],"version-history":[{"count":12,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/268\/revisions"}],"predecessor-version":[{"id":1340,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/268\/revisions\/1340"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}