{"id":956,"date":"2024-11-25T20:00:00","date_gmt":"2024-11-25T20:00:00","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=956"},"modified":"2025-03-13T21:58:17","modified_gmt":"2025-03-13T21:58:17","slug":"creating-a-portfolio-for-your-client-professional","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/creating-a-portfolio-for-your-client-professional\/","title":{"rendered":"Creating A Portfolio For Your Client"},"content":{"rendered":"\n<p><a href=\"https:\/\/diversiview.online\/contact\">Contact our Help Team<\/a> if you are a registered professional to get access to the Client Management feature. Once you get access, here is a step-by-step guide on how you can create and manage your clients&#8217; portfolios. For instructions on how you can add a new client in Diversiview, <a href=\"https:\/\/diversiview.online\/help\/?p=944\">click here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-c188debcca8f4576e2872805887cc9e5\" style=\"font-size:25px\"><strong><strong>1. Start A New Portfolio Analysis:<\/strong><\/strong><\/h2>\n\n\n\n<ul>\n<li>First step is to start a new portfolio analysis (<a href=\"https:\/\/diversiview.online\/help\/category\/help\/analyse-your-portfolio\/\">click here<\/a> for in-depth guides).<\/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:550px\" 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-047fc83c0006394995d0a07b717be3b9\" style=\"font-size:25px\"><strong>2. Constructing The Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Once you click on <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 you will be redirected to the New Portfolio page.<\/li>\n\n\n\n<li>Populate the portfolio with your preferred securities. For in-depth guides on how to construct a portfolio in Diversiview, <a href=\"https:\/\/diversiview.online\/help\/category\/help\/analyse-your-portfolio\/\">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=\"432\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-20-1024x432.png\" alt=\"Create a new portfolio in Diversiview.\" class=\"wp-image-971\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-20-1024x432.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-20-300x127.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-20-768x324.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/image-20.png 1187w\" 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-f07e835365e50976aecc98a0c8bb0a8c\" style=\"font-size:25px\"><strong>3. Select Your Client:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Once you have populated the portfolio, before you analyse, select your preferred client from the drop-down menu.<\/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-23-1024x576.png\" alt=\"Select your client in Diversiview.\" class=\"wp-image-992\" style=\"width:700px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-23-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-23-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-23-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-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<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-a9f97469a1fd61b2672888f1bd974ebc\" style=\"font-size:25px\"><strong>4. Analyse The Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>Once the client has been selected, analyse the portfolio.<\/li>\n\n\n\n<li>Within a few minutes, your client&#8217;s analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into the portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/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-7e6f16bb57618e179029c200b97d8538\" style=\"font-size:25px\"><strong>5. Filter Analyses By Client:<\/strong><\/h2>\n\n\n\n<ul>\n<li>In your Diversiview dashboard, once the analysis is ready, scroll down until you reach your analysis history.<\/li>\n\n\n\n<li>Here, you can filter all your analyses by client. Select which client&#8217;s portfolios you wish to see.<\/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\/12\/Diversiview-Help-Getting-Started-44-1024x576.png\" alt=\"Filter your Diversiview analyses by client in your dashboard.\" class=\"wp-image-1128\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-44-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-44-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-44-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-44.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Ready to analyse and optimise your client&#8217;s investment portfolio? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> today and you&#8217;ll be able to manage your client&#8217;s portfolios with accurate asset allocation.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you [&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":"Creating A Portfolio For Your Client | Diversiview Help","_seopress_titles_desc":"Learn how to create a portfolio for your client to analyse and optimise in your professional Diversiview dashboard in a few quick steps.","_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":[102,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/956"}],"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=956"}],"version-history":[{"count":17,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/956\/revisions"}],"predecessor-version":[{"id":1344,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/956\/revisions\/1344"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=956"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=956"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}