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Diversiview by LENSELL

Diversiview by LENSELL is a Portfolio Analysis and Optimisation Software that allows investors to analyse and optimise cross-market investment portfolios with accurate and efficient asset allocations, and a view of the real, granular diversification. Users can adjust their portfolio's risk-return position themselves, to align with their long-term financial goals, with securities supported across popular global markets.


Map of global markets supported by Diversiview


With Diversiview, you can effortlessly tailor your asset allocation strategy to your unique preferences. Based on Modern Portfolio Theory (MPT) and Efficient Frontier Theory, Diversiview enables users to visualise the risk-return position of their portfolio against thousands of other potential portfolio positions, and decide on the best next step to optimise their current risk-return position.


Portfolio efficient frontier positions as visualised in Diversiview


By enabling users to consider and calculate alternative portfolio positions that can mitigate portfolio risk and be prepared for conditions of market volatility, users can also increase the chances of increased portfolio return for the level of risk taken.

Example of a real client portfolio analyzed and optimized in Diversiview


Solutions for investment professionals

If you are a financial advisor, financial planner or other type of investment professional, LENSELL extends these features through tailored services:

  1. Direct Use: Investment professionals can directly utilise Diversiview, gaining 24/7 access to powerful and fast investment analysis tools for comprehensive financial portfolio analysis and optimisations at their convenience. Customised branding of the interface and the analysis reports is available to professionals only. Contact the team for special volume-based pricing available to professionals.
  2. Portfolio Optimisation Service: For professionals seeking to save time with hands-off solutions, the LENSELL team can run portfolio optimisations on demand. They provide an initial comprehensive portfolio assessment and report, including simulations of past optimisations and suggested frequencies for optimisation. This highly personalised service aims to create extra CAGR for your portfolio through expert investment portfolio optimisation and regular

asset allocation adjustments based on market conditions. Contact the team to find out more.

Embedded content: https://www.youtube.com/watch?v=uw-7BcUBrAk

  1. Technical Integration: Existing investment, brokerage or advisory solutions can integrate Diversiview’s analysis features into their platform via APIs for a personalised user experience at their end. The APIs offer seamless access to core functionalities like portfolio expected performance indicators, calculating optimised asset allocations including efficient frontier positions, ideal for supporting premium users with advanced portfolio analytics and investment scenario planning.

Contact contact@lensellgroup.com to get started, or for any questions.

How we work together

Diversiview integrates seamlessly with Sharesight, allowing mutual users to import their portfolios in seconds for comprehensive portfolio analysis and optimisation. Getting started with Diversiview is easy. Simply create and validate your free account. From the Diversiview dashboard, click on the Sharesight logo to be redirected to your Sharesight account login. Once logged in to your Sharesight account, you can seamlessly import your portfolios, making them ready for in-depth analysis and asset allocation optimisation. Note that your first portfolio analysis (up to 20 holdings) is free.

How to import your Sharesight portfolio to analyze and optmize in Diversview


For a step by step guide on how to import your Shareight portfolio into Diversiview, click here.

Watch a discussion between Dr Laura Rusu, CEO & Founder of LENSELL GROUP, and Prashant Mohan, CMO at Sharesight, about the platforms’ integration and benefits for mutual users.


Embedded content: https://www.youtube.com/watch?v=XXZhn_MfO_c


Special offers for Sharesight users

To support this integration, Sharesight users who are not yet Diversiview users can access special offers when they create a (free) Diversiview account:

  • Create a new account using this link and get 10 free credit points.
  • Contact the LENSELL team at contact@lensellgroup.com to receive a discount on credit points purchased in Diversiview. T&C apply.

Read the official partnership announcement:
Diversiview by LENSELL integrates with Sharesight

*** this announcement was made in 2021, references to old interfaces and features may exist

Disclaimer: The above article is for informational purposes only and does not constitute a product recommendation, or taxation or financial advice and should not be relied upon as such. Please check with your adviser or accountant to obtain the correct advice for your situation.