{"id":497,"date":"2024-06-26T01:18:26","date_gmt":"2024-06-26T01:18:26","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=497"},"modified":"2025-09-09T01:12:28","modified_gmt":"2025-09-09T01:12:28","slug":"how-to-add-custom-investments","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-add-custom-investments\/","title":{"rendered":"How To Add Custom Investments"},"content":{"rendered":"\n<p>Here&#8217;s a straightforward written guide to adding custom investments into your portfolio and unlocking valuable insights:<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-51f4bdaf1b5208ba7f86ae6497694ab7\" style=\"font-size:25px\"><strong>1. Access the Portfolio Entry Section:<\/strong><\/h2>\n\n\n\n<ul>\n<li>From your Diversiview dashboard, locate and click on the <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"34\" class=\"wp-image-968\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/New-Portfolio-button-in-Diversiview-1.png\" alt=\"New Portfolio button in Diversiview\"> 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\" 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: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-ab5a828aff4b361623155d35884e37d5\" style=\"font-size:25px\"><strong>2. Select the &#8216;Custom Investments&#8217; Tab:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Click on the &#8216;Custom Investments&#8217; tab in the New Portfolio screen.<\/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\/2025\/03\/Diversiview-Help-Getting-Started-18-1024x576.png\" alt=\"Getting started with Diversiview. How to add custom investments.\" class=\"wp-image-1278\" style=\"width:700px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-18-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-18-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-18-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-18-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-18-2048x1151.png 2048w\" 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-abf5f2b915b2af68c6381b6bf08313f5\" style=\"font-size:25px\"><strong>3. Select the &#8216;Create New Investment&#8217; Option:<\/strong><\/h2>\n\n\n\n<ul>\n<li>In the &#8216;Investment Selection&#8217; drop-down menu, select the &#8216;Create new Investment&#8217; option.<\/li>\n\n\n\n<li>Any custom investments previously created can also be selected from the drop-down menu for easy addition to your portfolio.<\/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\/2025\/03\/Diversiview-Help-Getting-Started-20-1024x576.png\" alt=\"Create a new custom investment to add to your portfolio in Diversiview.\" class=\"wp-image-1281\" style=\"width:700px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-20-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-20-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-20-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-20-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-20-2048x1151.png 2048w\" 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-4389a07745a7d7b6637aba27fd35f02a\" style=\"font-size:25px\"><strong>4. Create Custom Investment:<\/strong><\/h2>\n\n\n\n<ul>\n<li>After selecting &#8216;Create new Investment&#8217; from the drop-down menu, a form with new input fields will appear.<\/li>\n\n\n\n<li>Complete each input field with the necessary details for your custom investment. If you are adding an unlisted investment fund, or a superannuation fund as your custom investment, please contact the fund manager to request the relevant information (expected return, risk\/volatility of returns).<\/li>\n\n\n\n<li>The &#8216;Correlation Coefficient&#8217; field is pre-set to 0.00, but you can modify this value if required. It should indicate the correlation value that you expect between the new custom investment and all the other holdings in your portfolio. <\/li>\n\n\n\n<li>You can further name your portfolio and, if you are a professional, select a client for this portfolio. <\/li>\n<\/ul>\n\n\n\n<div style=\"height:19px\" 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=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-1024x576.png\" alt=\"Add details of your custom investment in Diversiview.\" class=\"wp-image-1282\" style=\"width:814px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-21-2048x1151.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><sub><sup><strong>Disclaimer: <\/strong>The example data provided is the Vanguard Growth Index ETF (VAN0110AU)<\/sup><\/sub>, <sub><sup>copyright <a href=\"https:\/\/www.morningstar.com.au\/investments\/security\/fund\/9145\" data-type=\"link\" data-id=\"https:\/\/www.morningstar.com.au\/investments\/security\/fund\/9145\">Morningstar<\/a>. These values are for illustrative purposes only and should not be construed as financial advice.<\/sup><\/sub><\/figcaption><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\">To learn more about gaining access to the Client Management feature, please contact our help team.<\/p>\n\n\n\n<div class=\"wp-block-buttons alignfull is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-25 has-custom-font-size is-style-outline has-medium-font-size\"><a class=\"wp-block-button__link has-ast-global-color-1-color has-ast-global-color-5-background-color has-text-color has-background has-link-color has-text-align-center wp-element-button\" href=\"https:\/\/diversiview.online\/contact\" style=\"border-width:2px;border-radius:100px;padding-top:var(--wp--preset--spacing--40);padding-right:0;padding-bottom:var(--wp--preset--spacing--40);padding-left:0\">Contact our Help Team<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-c8ed6bb36bd2b06ccdb4759d7e8a33cc\" style=\"font-size:25px\"><strong>5. Add Custom Investment to Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>After you&#8217;ve finished entering all the details for your custom investment, click the &#8216;Add to Portfolio&#8217; button. Your newly created investment will then be displayed on the right-hand side.<\/li>\n\n\n\n<li>You can continue to add further custom investments, or select other securities from the &#8216;Listed Securities and Unlisted Products&#8217; tab to build your complete portfolio to analyse in Diversiview.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:15px\" 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=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-1024x576.png\" alt=\"Add custom investments into your portfolio to analyse in Diversiview.\" class=\"wp-image-1283\" style=\"width:814px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-1536x864.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/03\/Diversiview-Help-Getting-Started-22-2048x1151.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-left\">For instructions on how to remove previously created custom investments from your profile, <a href=\"https:\/\/diversiview.online\/help\/?p=1286\" data-type=\"link\" data-id=\"https:\/\/diversiview.online\/help\/?p=1286\">click here.<\/a><\/p>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Ready to add custom investments into your portfolio to analyse in Diversiview? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today and start analysing and optimising your investments.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here&#8217;s a straightforward written guide to adding custom investments into your portfolio and unlocking valuable insights: 1. Access the Portfolio [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"How to Add Custom Investments | Diversiview Help","_seopress_titles_desc":"Learn how you can add custom investments into your portfolio to analyse in 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":[30,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/497"}],"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=497"}],"version-history":[{"count":31,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/497\/revisions"}],"predecessor-version":[{"id":1550,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/497\/revisions\/1550"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=497"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=497"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}