{"id":135,"date":"2024-08-02T04:58:46","date_gmt":"2024-08-02T04:58:46","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=135"},"modified":"2025-06-13T02:09:08","modified_gmt":"2025-06-13T02:09:08","slug":"commsec","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/commsec\/","title":{"rendered":"CommSec"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"640\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/07\/CommSec-Logo.png\" alt=\"CommSec Integration with Diversiview via SnapTrade API\" class=\"wp-image-114\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/07\/CommSec-Logo.png 640w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/07\/CommSec-Logo-300x300.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/07\/CommSec-Logo-150x150.png 150w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-30b35a9c90c9dd21934bb25d24a680df\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Website<\/strong>: <a href=\"https:\/\/www.commsec.com.au\/\">https:\/\/www.commsec.com.au\/<\/a> <\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0d54e182247d4e2b2ad7ddbb18b0ffa1\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Affiliation<\/strong>: Integration<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-07a502c30ced684ae19539e9e1140f7c\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Description<\/strong>: CommSec is Australia&#8217;s leading online broker, offering a wide range of investment products and platforms. With a strong focus on technology and customer service, CommSec provides traders and investors with access to the Australian and global markets.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-a7e5234538c1ad207ed16b4bca47b34b\" style=\"font-style:normal;font-weight:400\">Import Your Portfolio from CommSec<\/h1>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-eb88a0b74f98abcac1fb7ea95671a13a\" style=\"font-size:25px\"><strong>1. Access the Portfolio Entry Section:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-c19231cf1ca57cc67aa7d52082504e7b\">\n<li>From your Diversiview dashboard, select the CommSec 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\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png\" alt=\"Getting started with Diversiview import your portfolio from CommSec.\" class=\"wp-image-522\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-37.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-ast-global-color-8-color has-text-color has-link-color wp-elements-73dfe9f2ad199abf44de6bf7523ab0c6\">Or<\/p>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-f5bd80cb0b0b07f7fb7a7484e2beea80\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/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-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/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-595d9433233c3f11f4194bdc9cb74bfc\" style=\"font-size:25px\"><strong>2. Select your Broker:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-2e129446b948b282de6260964fed9d5b\">\n<li>Select the &#8220;Import from a Broker&#8221; tab and click <img loading=\"lazy\" decoding=\"async\" width=\"100\" height=\"32\" class=\"wp-image-511\" style=\"width: 100px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Link-broker-button-in-Diversiview.png\" alt=\"Link broker button in Diversiview.\"> and choose &#8220;CommSec&#8221;. For a full list of integrated brokers, <a href=\"https:\/\/diversiview.online\/blog\/connecting-your-brokerage-account-with-snaptrade-on-diversiview\/\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/19-1024x576.png\" alt=\"Getting started with Diversiview link your CommSec account.\" class=\"wp-image-62\" style=\"width:700px\"\/><\/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-7ffcf65053c388c6aed7e447c9313cdd\" style=\"font-size:25px\"><strong>3. Connect your CommSec Account:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-ca4f8279a0edc21e3dcbc8cd7e98456a\">\n<li>After picking CommSec, select <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"30\" class=\"wp-image-512\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Connect-button-in-Diversiview.png\" alt=\"Connect button in Diversiview\">. You will be redirected to complete an authentication process. Log in to your CommSec 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\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png\" alt=\"Getting started with Diversiview connect your CommSec account and complete the authentication process\" class=\"wp-image-513\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Diversiview-Help-Getting-Started-36.png 1366w\" sizes=\"auto, (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\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-CommSec-3-1024x576.png\" alt=\"Getting started with Diversiview use SnapTrade to connect to CommSec.\" class=\"wp-image-423\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-CommSec-3-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-CommSec-3-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-CommSec-3-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-use-SnapTrade-to-connect-to-CommSec-3.png 1366w\" sizes=\"auto, (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-25a0df440a9427b91c45ef002901b46e\" style=\"font-size:25px\"><strong>4. Import Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8aef61a287f1664716739c65172863b9\">\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 CommSec 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\n\n\n<li>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.<\/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-e7606c10a5b05bfee20c275126397a38\" style=\"font-size:25px\"><strong>5. Adding Another Broker (Optional):<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-2044fbd432dd34a4389065fb4db709a3\">\n<li>Under the drop-down menu where you select your account, click on &#8216;Revoke Access to CommSec&#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-b2a78d91a1f3bbde5cc0b089d003e19d\" style=\"font-size:25px\"><strong>6. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8cea463257a3122b78020eca1f1186fd\">\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 decoding=\"async\" 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:550px\"\/><\/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-4e4b52e7be3f1d4072b682b89dc9b930\" style=\"font-size:25px\"><strong>7. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-06cd40a74592916374c2b9ecaa7d2bf6\">\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 decoding=\"async\" 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:550px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-8-color has-alpha-channel-opacity has-ast-global-color-8-background-color has-background\"\/>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-f70e24b07ed54d5a0a6f390a534a66be\" style=\"font-style:normal;font-weight:400\">Uploading Your Portfolio from CommSec Holdings File<\/h1>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ca0be88063b31f2cdb525c45f0a2e0be\">Here&#8217;s a straightforward written guide to uploading your CommSec Holdings File 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 class=\"wp-block-list has-black-color has-text-color has-link-color wp-elements-2841b7e565a9409dbbf01251143a8c41\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/New-Portfolio-button-in-Diversiview.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\/partner-directory\/wp-content\/uploads\/2024\/08\/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-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w\" sizes=\"auto, (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-aefeb2f0a9cfe449773877083bc02061\" style=\"font-size:25px\"><strong>2. Select CommSec Holdings File Type:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-2c3cc05a615001984c2db80732868267\">\n<li>Select the &#8220;Upload from File&#8221; tab and choose the CommSec holdings file type.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/14-1024x576.png\" alt=\"Getting started upload from file\" class=\"wp-image-52\" style=\"width:700px\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"534\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio.png\" alt=\"Diversiview upload CommSec holdings file and analyse portfolio\" class=\"wp-image-381\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio.png 830w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio-300x193.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio-768x494.png 768w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/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-282a5ba452c86c02d4a30b70b4105be0\" style=\"font-size:25px\"><strong>3. Upload Your File:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8f5df5a4fe47a9cece45c539640c2116\">\n<li>After choosing the CommSec Holdings file type, click <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"34\" class=\"wp-image-514\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/11\/Upload-button-in-Diversiview.png\" alt=\"Upload button in Diversiview\"> and select the relevant file you wish to upload.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio.png\" alt=\"Getting started with Diversiview upload CommSec holdings file and analyse portfolio.\" class=\"wp-image-376\" style=\"width:550px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio-300x161.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Getting-started-with-Diversiview-upload-CommSec-holdings-file-and-analyse-portfolio-768x413.png 768w\" sizes=\"auto, (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-0b3853b9b1406de4f3786bbe91bca038\" style=\"font-size:25px\"><strong>4. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-66648172e323822b9e464b12130ff054\">\n<li>After uploading your CommSec 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<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-8c0aa54121fd45b47c9d61bd05c5232d\" style=\"font-size:25px\"><strong>5. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-0abe880f8d88205ac9c723f34b9632a4\">\n<li>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<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/18-1024x576.png\" alt=\"Getting started with Diversiview upload csv and review portfolio analysis report\" class=\"wp-image-57\" style=\"width:550px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-b07a9d760efba0c050cb701459dbb91e\">This report offers valuable insights into your portfolio&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ddfc43f58184501fa029fdad1dc8dc53\">To learn more about your Diversiview portfolio analysis <a href=\"https:\/\/diversiview.online\/help\/?page_id=411\">click here.<\/a><\/p>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-f222ecd9adc1e94f88dad10e07cfb3fc\">By following these steps and exploring the additional resources provided, you&#8217;ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Website: https:\/\/www.commsec.com.au\/ Affiliation: Integration Description: CommSec is Australia&#8217;s leading online broker, offering a wide range of investment products and platforms. [&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":"Diversiview Integration | CommSec - ASX Shares Analysis","_seopress_titles_desc":"Connect your CommSec account with Diversiview. 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