Use Credit Points
Activity Details | Credits | ($ USD) |
First Portfolio Analysis & report (up to 20 ) | - | FREE |
Portfolio Analysis & Report (up to 20 holdings) | 5 | (22.95) |
Portfolio Analysis & Report (User Provided Expected Returns) | 10 | (45.90) |
Portfolio Analysis & Report (between 21-40 holdings) | 10 | (45.90) |
Calculate Allocation for the Optimal Portfolio | 20 | (91.80) |
Calculate Allocation for the Minimum Risk Portfolio | 20 | (91.80) |
Calculate Allocation for an Efficient Frontier position | 40 | (183.60) |
Trial | Paid | Professional Solutions |
||||
Core Features | ||||||
---|---|---|---|---|---|---|
Portfolio Analyses | 1 | Unlimited | Unlimited | |||
Holdings / portfolio | Up to 20 | Up to 40 | Up to 100 | |||
Credit points validity | n/a | 12 months | 12 months | |||
8 Major Exchanges | ✓ | ✓ | ✓ | |||
20+ Brokerages & Integrations | ✓ | ✓ | ✓ | |||
Portfolio Analysis | ||||||
Investment expected performance | ✓ | ✓ | ✓ | |||
Portfolio expected performance | ✓ | ✓ | ✓ | |||
Asset allocation - backtesting | ✓ | ✓ | ✓ | |||
Asset allocation - forecasting | ✓ | ✓ | ✓ | |||
Environmental footprint | ✓ | ✓ | ✓ | |||
Diversification rating | ✓ | ✓ | ✓ | |||
Granular diversification view | ✓ | ✓ | ✓ | |||
Al Voice portfolio summary | ✓ | ✓ | ||||
Portfolio Optimisation | ||||||
Minimum Risk Portfolio (MVP) Allocation | ✓ | ✓ | ||||
Optimal Portfolio Allocation | ✓ | ✓ | ||||
Efficient Frontier Portfolios Allocations | ✓ | ✓ | ||||
Portfolio Analysis with Preferred Expected Returns | ✓ | ✓ | ||||
Simulate Past Optimisations | Add-On** | ✓ | ||||
Determine Best Optimisation Frequency | Add-On** | ✓ | ||||
Optimisation Alerts | Add-On** | ✓ | ||||
Resources & Support | ||||||
24/7 access to knowledge base | ✓ | ✓ | ✓ | |||
Live training sessions (online) | Add-On* | ✓ | ||||
Training workshops (in-person) | Add-On** | ✓ | ||||
Manage Client Portfolios | Professionals only | ✓ | ||||
Custom branded dashboard | Professionals only | ✓ | ||||
Standard Support | ✓ | ✓ | ✓ | |||
Priority Support | Add-On* | ✓ | ||||
Account manager | ✓ | |||||
API Integration | ✓ |
|||||
Add-on* denotes features available to be purchased online, from the application.
Add-on** denotes features available to be purchased by contacting our team.
For other definitions and details please read the Diversiview's terms of service before making any purchase