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Once you login to your account, visit this page and click on “Buy Credits”. You will have several flexible options to buy credits, from as little as 10 credits or get larger credits bundles at a discount.

No. It is free to create an account in Diversiview, and you also get a first Portfolio Analysis (up to 10 holdings) for free.
Once you decide to analyse more portfolios, try different strategies or optimise your asset allocation, you can buy credits to run those tasks.
Note that all payments are processed securely via Stripe. Diversiview does not store any of your card details.

Credits expire in 12 months, so you can buy credits now and use them whenever you need in the next 12 months. You don’t need to use all credits at once.

As an individual investor, you can create and save up to 5 portfolios for free, with up to 40 holdings each. (If you are a professional, read more here)
You can create a portfolio by selecting and entering securities manually, by uploading from a CSV file or by importing from a broker or investment platform (20+ are available to connect with - see the full list here).

Your portfolio can be a combination of:

• Listed securities from any of the markets we support - see the list.
• Indian Mutual funds
• Custom investments (cash, term deposit, property, private equity etc)

There is no limit on the number of portfolio analyses you can run. For each analysis you will be charged the number of credits shown in the table above. If you run out of credits you can always top up with a flexible credits package.

The portfolio analysis contains valuable information that you can use to assess and improve the quality of your investment portfolio, so it aligns with your risk and return goals and preferences:

• Expected performance indicators for the individual holdings
• Expected performance indicators for the entire portfolio
• A visualisation of the expected risk-return portfolio position in the given allocation, compared with thousands of other potential portfolio risk-return positions (in other allocations) and with efficient portfolio positions on the Efficient Frontier.
• A diversification rating for the portfolio, that penalises the positive correlations (especially the strong ones) between the holdings in your portfolio.
• A granular diversification view, as an interactive network diagram (where you can filter out correlations of interest) and a diversification matrix.

• A backtesting graph where you can see how an initial portfolio with the given allocation would have performed in the past 3 years, from a set initial size to current value; you can compare with a benchmark of your choice
• A portfolio value forecast that shows the potential expected value of your portfolio in the given allocation after 10 years, using the portfolio expected return calculated and a randomised portfolio volatility within the expected volatility limits.

• For Australian companies, an indication of the portfolio footprint based on companies pollution, emissions and energy consumption reports to the regulators.

No time to read and interpret your analysis? You can choose to get an AI-generated audio file summarising the Diversiview analysis, that you can also listen to on the go. Read more.

Yes, you can. We understand that people, especially experienced investors, may have their own view on where the price of a particular stock may go in the future.
Or they simply want to stress-test and run different scenarios of price directions.

When you run the Portfolio Analysis you are presented with options regarding the type of the expected returns you want to use in your analysis. You can choose between expected returns (historical), expected returns (CAPM) and preferred returns.
By selecting the 3ʳᵈ option (preferred returns) you can run an analysis with your own expectation of returns for one or several holdings in your portfolio.

Diversiview lets you calculate asset allocations for different efficient portfolio positions:

• Minimum Risk Portfolio - this is the allocation that gives the portfolio with the minimum total volatility, for the set of holdings selected. Read more and see an example.
• Optimal Portfolio - this is the allocation that gives the portfolio with the maximum expected performance and minimum volatility, at the same time. Read more and see an example.

Using Portfolio Optimisation techniques can help finding that allocation (combination of assets, or fund deployment) that can either minimise the total risk the portfolio is expected to have (that is the Minimum Risk Portfolio), or find that allocation that can maximise the expected return of the portfolio while minimising the total expected risk (that is the Optimal Portfolio).

Research has shown that optimising the asset allocation can produce increase CAGR over time, as evidenced in these case studies and in these live examples.

Note that all case studies shown are just examples, and we cannot guarantee the same results for all portfolios. All investments carry risks, and past returns may provide an expectation but not guarantees of future returns.

We have a comprehensive Help Centre - simply search for the topic of interest.
If you cannot find what you’re looking for, contact us and we will be happy to help.

On top of the features listed above that are available for individual, non-commercial use, professional users get access to enhanced features to manage and run their practice:

• A Client Management system that allows professionals to create clients and map portfolios to them, so you can easily filter and review portfolios and analyses run for particular clients.
• Ability to calculate Asset Allocations for Portfolio Positions on the Efficient Frontier - these are portfolio positions that maximise the portfolio expected return given a level of risk taken. You can select the preferred efficient position and calculate the asset allocation in minutes.
• Custom branded dashboard and reports - we can add your own logo and footer for a white label experience when you deliver the services to your clients.
• Premium Support (add-on) - connect with the support team faster
• Live training sessions (add-on) - you can book a training session in person with one of our team members who is knowledgeable and can help you learn how to use the application to make the most use of it.
• (Coming soon) ability to Reoptimize or Rebalance portfolios for one or multiple clients at once, saving you hours of calculations.
• Contact us to get access to all these features, or to book a demo.

We are very happy to collaborate with other platforms and professionals in the investment advice ecosystem.
Our analysis and optimisation functions are available as API endpoints. Read more about each endpoint in our Developer section and contact us to discuss your needs, pricing models and to get a test API key.