Import Your Portfolio from CommSec

1. Access the Portfolio Entry Section:

• From your Diversiview dashboard, select the CommSec logo in the “Import From Your Platform/Broker” section. If choosing this method, skip to step 3.

Or

• From your Diversiview dashboard, locate and click the blue “+ New Analysis” button on the top right-hand corner of the webpage. This will take you to the New Analysis page.

2. Select your Broker:

• Select the “Import from a Broker” tab and click on the green “Link Broker” button and choose “CommSec”. For a full list of integrated brokers, click here.

3. Connect your CommSec Account:

• After picking CommSec, select the blue ‘Connect’. You will be redirected to complete an authentication process. Log in to your CommSec account using your credentials.

4. Import Your Portfolio:

• Once your login details are accepted, you’ll receive a prompt stating ‘Connection Complete.’ Click on the yellow ‘Go Back to Lensell’ button to return to the New Analysis page.
• Your CommSec account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green ‘Load Holdings’ button, and your securities with their weightings will be automatically populated.
• You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.

5. Adding Another Broker (Optional):

• Under the drop-down menu where you select your account, click on ‘Revoke Access to CommSec’. 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.

6. Analyse Your Portfolio:

• After importing your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.

7. View Your Analysis Report:

• 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’s asset allocation, risk profile, and potential areas for improvement.

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Uploading Your Portfolio from CommSec Holdings File

Here’s a straightforward written guide to uploading your CommSec Holdings File and unlocking valuable insights:

1. Access the Portfolio Entry Section:

• From your Diversiview dashboard, locate and click the blue “+ New Analysis” button on the top right-hand corner of the webpage. This will take you to the New Analysis page.

2. Select CommSec Holdings File Type:

• Select the “Upload from File” tab and choose the CommSec holdings file type.

3. Upload Your File:

• After choosing the CommSec Holdings file type, click the green “Upload” button and select the relevant file you wish to upload.

4. Analyse Your Portfolio:

• After uploading your CommSec portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.

5. View Your Analysis Report:

• Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard.

This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.

To learn more about your Diversiview portfolio analysis click here.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.