{"id":59,"date":"2024-06-25T00:11:38","date_gmt":"2024-06-25T00:11:38","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=59"},"modified":"2025-03-13T22:14:41","modified_gmt":"2025-03-13T22:14:41","slug":"importing-a-portfolio-from-a-broker","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/importing-a-portfolio-from-a-broker\/","title":{"rendered":"Importing a Portfolio From a Broker"},"content":{"rendered":"\n<figure class=\"wp-block-embed aligncenter 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=\"Account Management - Managing Brokerage Connections\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/p8AE9iYzj44?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<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, select the broker you wish to import from by clicking on their logo in the \u201cImport From Your Platform\/Broker\u201d section. If choosing this method, skip to step 3.<\/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\/06\/Diversiview-Help-Getting-Started-37-1024x576.png\" alt=\"Getting started with Diversiview import your portfolio from your broker.\" class=\"wp-image-1114\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Diversiview-Help-Getting-Started-37-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Diversiview-Help-Getting-Started-37-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Diversiview-Help-Getting-Started-37-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Diversiview-Help-Getting-Started-37.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Or<\/p>\n\n\n\n<ul>\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-1116\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\"> 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-542f9fc556d5119edef5503545d998ec\" style=\"font-size:25px\"><strong><strong>2. Select your Broker:<\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Select the &#8220;Import from a Broker&#8221; tab and click <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"35\" class=\"wp-image-1117\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Link-broker-button-in-Diversiview.png\" alt=\"Link broker button in Diversiview\"> and choose the broker or investment platform you want to import from. For a full list of integrated brokers, <a href=\"https:\/\/diversiview.online\/help\/supported-brokers-and-platforms\/\">click here<\/a>.<\/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\/05\/19-1024x576.png\" alt=\"Getting started with Diversiview link broker.\" class=\"wp-image-62\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19.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-fb0a648ca60ce9f0c37a3f82101968cf\" style=\"font-size:25px\"><strong>3. Connect your Broker:<\/strong><\/h2>\n\n\n\n<ul>\n<li>After picking your desired broker, select <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"30\" class=\"wp-image-1118\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/06\/Connect-button-in-Diversiview.png\" alt=\"Connect button in Diversiview.\">. You will be redirected to complete an authentication process with your selected broker. Click \u201cContinue\u201d and log in to your chosen brokerage account using your credentials.<\/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-36-1024x576.png\" alt=\"Getting started with Diversiview connect your broker and complete the authentication process\" class=\"wp-image-1119\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\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\/05\/21-1024x576.png\" alt=\"Getting started with Diversiview use SnapTrade to connect your institution\" class=\"wp-image-64\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/21-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/21-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/21-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/21.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-34368278037404586c55d98bafffa950\" style=\"font-size:25px\"><strong><strong>4. Import Your Portfolio:<\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Once your login details are accepted, you&#8217;ll receive a prompt stating \u2018Connection Complete.\u2019 Click on the yellow \u2018Go Back to Lensell\u2019 button to return to the New Portfolio page.<\/li>\n\n\n\n<li>Your brokerage account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green \u2018Load Holdings\u2019 button, and your securities with their weightings will be automatically populated.<\/li>\n<\/ul>\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-bdbe0cff7e174bc684a6a754ee03a305\" style=\"font-size:25px\"><strong><strong><strong>5. Adding Another Broker (Optional):<\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Under the drop-down menu where you select your account, click on &#8216;Revoke Access to [name of brokerage]&#8217;. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.<\/li>\n<\/ul>\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-39058db564815b79c3056a254ee3c693\" style=\"font-size:25px\"><strong><strong><strong><strong>6. Analyse Your Portfolio:<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>After importing your portfolio, click the blue &#8220;Analyse Portfolio&#8221; button. You will be redirected back to your dashboard whilst Diversiview analyses 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\/2024\/05\/22-1024x576.png\" alt=\"Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.\" class=\"wp-image-65\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/22.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-603c4c3bbe8dcfb8098e7aaa1f18eb26\" style=\"font-size:25px\"><strong><strong><strong><strong><strong>7. View Your Analysis Report:<\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/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\/05\/23-1024x576.png\" alt=\"Getting started with Diversiview review your Portfolio Analysis Report.\" class=\"wp-image-66\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23.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<p><strong>Ready to see your portfolio&#8217;s potential performance? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> today to import your portfolio from your broker and start optimising your asset allocation.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Access the Portfolio Entry Section: Or 2. Select your Broker: 3. Connect your Broker: 4. Import Your Portfolio: 5. [&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":"Importing a Portfolio From a Broker | Diversiview Help","_seopress_titles_desc":"A step-by-step guide to import your portfolio from your preferred broker to analyse and optimise in Diversiview and 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":[59,30,5,84],"tags":[3],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/59"}],"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=59"}],"version-history":[{"count":16,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/59\/revisions"}],"predecessor-version":[{"id":1357,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/59\/revisions\/1357"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=59"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=59"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}