Diversiview
Portfolio Analysis & Optimization for Australian Investors
What is Diversiview? Complete Overview
Diversiview is a portfolio analysis and optimization tool designed specifically for Australian investors who often exhibit a strong home bias in their investment portfolios. The tool helps investors assess and improve the quality of their portfolios by aligning them with their risk and return goals. It provides detailed performance indicators, visualizations of risk-return positions, diversification ratings, and interactive network diagrams to help investors make informed decisions. Diversiview also includes backtesting capabilities and portfolio value forecasts to give investors a comprehensive view of their portfolio's potential performance.
Diversiview Interface & Screenshots
Diversiview Official screenshot of the tool interface
What Can Diversiview Do? Key Features
Expected Performance Indicators
Diversiview provides expected performance indicators for both individual holdings and the entire portfolio, helping investors understand potential returns and risks.
Risk-Return Visualization
The tool visualizes the expected risk-return position of your portfolio compared to thousands of other potential allocations and efficient portfolio positions on the Efficient Frontier.
Diversification Rating
Diversiview assigns a diversification rating to your portfolio, penalizing positive correlations (especially strong ones) between holdings to highlight areas for improvement.
Granular Diversification View
An interactive network diagram and diversification matrix allow investors to filter correlations of interest and gain a detailed understanding of portfolio diversification.
Backtesting Graph
Investors can see how their portfolio would have performed over the past three years, comparing it to a benchmark of their choice.
Portfolio Value Forecast
The tool forecasts the potential expected value of your portfolio after 10 years, using calculated expected returns and randomized volatility within expected limits.
Portfolio Footprint
For Australian companies, Diversiview indicates the portfolio footprint based on pollution, emissions, and energy consumption reports submitted to regulators.
Best Diversiview Use Cases & Applications
Reducing Home Bias
Australian investors can use Diversiview to identify and reduce home bias in their portfolios by comparing their current allocations with diversified alternatives.
Risk Management
Investors can assess the risk-return profile of their portfolio and adjust holdings to align with their risk tolerance and return goals.
Sustainable Investing
Investors focused on sustainability can use the portfolio footprint feature to evaluate and adjust their holdings based on environmental impact reports.
How to Use Diversiview: Step-by-Step Guide
Upload your portfolio data or manually input your holdings into Diversiview.
Review the expected performance indicators for individual holdings and the entire portfolio.
Analyze the risk-return visualization to understand how your portfolio compares to other potential allocations.
Use the diversification rating and granular diversification view to identify and address correlations between holdings.
Explore the backtesting graph to see historical performance and compare it to your chosen benchmark.
Review the portfolio value forecast to understand potential future performance and make informed adjustments.
Diversiview Pros and Cons: Honest Review
Pros
Considerations
Is Diversiview Worth It? FAQ & Reviews
While Diversiview is designed with Australian investors in mind, its tools and features can be valuable for any investor looking to analyze and optimize their portfolio.
The portfolio value forecasts are based on calculated expected returns and randomized volatility within expected limits, providing a realistic range of potential outcomes.
Yes, Diversiview allows you to compare your portfolio's performance to a benchmark of your choice in the backtesting graph.