We’ve developed Diversiview to make investment planning and wealth management easier for everyone.
Equality of chances is important to us, and we make the same great technology available to all our users. You only need to decide how often you want to analyse and optimise your portfolio.
Get started - fast and easy - with a complimentary portfolio analysis
Comprehensive portfolio analyses, for any combination of securities listed on
and custom investments (cash, term deposits, investment property)
Stock Screener to filter investments by expected return and volatility
Critical portfolio performance indicators (portfolio expected return, portfolio risk/volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio), for the current asset allocation.
The same portfolio performance indicators, for an optimised asset allocation.
Performance backtest for the past 12 months, for the current asset allocation. Compare with other potential allocations, and benchmark.
Portfolio performance forecast for the next 10 years, with portfolio volatility and rate of inflation.
Portfolio’s risk-return position, for the current asset allocation. Compare with thousands of other potential risk-return positions.
Portfolio Diversification Rating and interactive Granular Diversification diagram.
The history of your previous analyses, for the past 3 years.
Special partner offers and insight.
Calculate the asset allocation that gives the Minimum Risk Portfolio. Use your preferred weighting constraints.
Calculate the asset allocation that gives the Optimal Portfolio. Use your preferred weighting constraints.
Re-analyse the portfolio with your own expectation of returns instead of the expected returns calculated by Diversiview.
Calculate the asset allocations for efficient portfolio positions on the Efficient Frontier.
Set up portfolio Volatility alerts so you know when your portfolio becomes too risky.
Diversiview runs on credit points. Technology for better investment decisions should not be prohibitive, so our features are fair and affordable.
Each analysis, optimisation or other paid feature requires a number of credit points communicated clearly before you decide to use it.
Diversiview does not have any hidden fees or costs.
To start, create a free account and run a free portfolio analysis.