- \n
- From your Diversiview dashboard, locate and click on the
![\"New](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/New-Portfolio-button-in-Diversiview.png\")
button on the top right-hand corner of the webpage. This will take you to the New Analysis page.<\/li>\n<\/ul>\n\n\n\n![\"Create](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n2. Select your File Type:<\/strong><\/strong><\/h2>\n\n\n\n
- \n
- Select the “Upload from File” tab and choose your file type (Basic, CommSec holdings file, or Navexa holdings file).<\/li>\n<\/ul>\n\n\n\n
![\"Getting](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/14-1024x576.png\")
<\/figure>\n\n\n\n![\"Getting](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/15-1024x576.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n3. Upload Your File:<\/strong><\/strong><\/strong><\/h2>\n\n\n\n
- \n
- After choosing the preferred file type, click the green “Upload” button and select the relevant file you wish to upload.<\/li>\n<\/ul>\n\n\n\n
![\"Getting](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/16-1024x576.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n4. Analyse Your Portfolio:<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n
- \n
- After uploading your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n<\/div>\n\n\n\n
5. View Your Analysis Report:<\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n
- \n
- Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard.<\/li>\n<\/ul>\n\n\n\n
![\"Getting](\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/18-1024x576.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nThis report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.<\/p>\n\n\n\n
To learn more about your Diversiview portfolio analysis click here<\/a>.<\/p>\n\n\n\n
Ready to learn more about your portfolio’s expected performance? Log in<\/a> or sign up<\/a> to your account today to upload your portfolio and start analysing and optimising your investments.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"
Here’s a straightforward written guide to loading a portfolio from a csv and unlocking valuable insights: 1. Access the Portfolio […]<\/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":"Uploading A Portfolio From a CSV File | Diversiview Help","_seopress_titles_desc":"Learn how to quickly upload your portfolio from a .csv file to easily analyse and optimise with Diviersiview, to potentially increase your expected returns.","_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":[30,5,81],"tags":[3],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/50"}],"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=50"}],"version-history":[{"count":18,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/50\/revisions"}],"predecessor-version":[{"id":1646,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/50\/revisions\/1646"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=50"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=50"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=50"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard.<\/li>\n<\/ul>\n\n\n\n
- After uploading your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n
- After choosing the preferred file type, click the green “Upload” button and select the relevant file you wish to upload.<\/li>\n<\/ul>\n\n\n\n
- Select the “Upload from File” tab and choose your file type (Basic, CommSec holdings file, or Navexa holdings file).<\/li>\n<\/ul>\n\n\n\n