Analyse unlimited portfolios (up to 30 investments / portfolio)
Use the Diversiview Stock Screener to filter investments for expected return and volatility
Check out critical portfolio performance indicators (portfolio expected return, portfolio risk/volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio)
See what the portfolio performance indicators would be with an optimised asset allocation.
View the performance graph for the past year, for the given asset allocation. Compare with how your portfolio would have performed with an optimal or an equal asset allocation.
View your portfolio’s risk-return position, for the given asset allocation. Compare with thousands of other potential positions that may have better expected returns at a lower risk.
View the correlations between your individual investments, with the unique interactive Granular Diversification Diagram.
Access the history of your previous analyses, up to 3 years.
Get access to news and prices for major stocks, crypto and forex.
Calculate the asset allocation for the Minimum Risk Portfolio. Use your preferred weighting constraints.
Calculate the asset allocation for the Optimal Portfolio. Use your preferred weighting constraints.
Re-analyse the portfolio with your preferred expected returns instead of the Diversiview calculated ones.
Calculate the asset allocation for efficient portfolio positions, on the Efficient Frontier (to maximise the return for a given level of risk).
Set up portfolio Volatility alerts so you know when your portfolio becomes too risky.
ALSO: Users on users on automatic top up can access a free Sharesight portfolio with unlimited holdings, for the duration of the automatic top up subscription.
* A free provisioned Sharesight portfolio with unlimited holdings, for the duration of your Diversiview subscription. All features from the Sharesight Investor plan are available.