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About Diversiview
What is Diversiview?
Diversiview is a portfolio analysis and optimization platform designed for retail investors and investment professionals. It helps you assess the expected return and risk of your current portfolio, discover alternative positions with better risk-return profiles, and calculate optimized allocations using its proprietary Dual-Objective Optimisation Approach (DOOA) that goes beyond traditional mean-variance optimization.
Who is it for?
It's built for SMSF trustees, self-directed investors, financial planners, and advisory firms. It's not for beginners seeking basic stock tracking—it's for those who want rigorous, quant-driven portfolio adjustments. Use cases include reviewing a portfolio before rebalancing, proving your investment edge to clients, or optimizing a multi-asset portfolio across leading stock markets.
Key capabilities
Analyze up to 40 holdings per portfolio, get a risk-return report compared with thousands of potential positions, and run optimization to find the minimum-risk or optimal portfolio. The platform includes backtesting, forecasting, custom benchmarking, and an Efficient Frontier visualization. Subscriptions include unlimited analyses and optimization runs, while pay-as-you-go credits suit occasional reviews.
Key features
- Portfolio Analysis — Assess expected return and risk of your current portfolio with a detailed report.
- Dual-Objective Optimisation (DOOA) — Go beyond mean-variance to find allocation with better return and lower risk.
- Efficient Frontier Visualization — See optimal portfolio positions graphically.
- Backtesting & Forecasting — Test strategies against historical data and project future performance.
- Custom Benchmarking — Compare your portfolio to a benchmark of your choice.
- Broker/Platform Integrations — Connect with 20+ platforms to import holdings.
- Client Management (Professional) — Map portfolios to clients, add your logo to reports.
SaaSpartout Score
7.0
/10
Editorial score from our review methodology — not user ratings.
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Diversiview Pricing
Diversiview pricing: from $49/mo.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Pay-As-You-Go
Buy credit bundles. First portfolio analysis (up to 10 holdings) is free. Portfolio Analysis & Report (up to 40 holdings) costs 10 credits ($20 AUD). Calculate Allocation for MVP or Optimal Portfolio costs 10 credits ($20 AUD). Credits valid for 12 months. Professional/Practice features not included.
SMSF / Retail (Self-Directed Investor)
AUD $49/month or $490/year (save 17%). Includes unlimited portfolio analyses, unlimited optimization runs (min risk + optimal), custom benchmarking, Efficient Frontier visualization, granular diversification, backtesting and forecasting, audio portfolio summary, 5 saved portfolios (up to 40 holdings each), and 20+ broker/platform integrations. Free 14-day trial.
Professional (Portfolio Planner & Manager)
AUD $99/month or $990/year (save 17%). Everything in SMSF/Retail, plus unlimited clients, up to 50 saved portfolios, analysis reports with your logo, calculate efficient frontier positions (all points), onboarding and priority support. Free 14-day trial.
Practice (Advisory Firm)
AUD $299/month or $2990/year (save 17%). Everything in Professional, plus 5 adviser seats, unlimited saved portfolios, white-label dashboard and reports, coming soon bulk re-optimize/rebalance, live training sessions (add-on), API access available. Free 14-day trial.
Frequently asked questions
Is Diversiview free?
Diversiview offers a free 14-day trial on all subscription plans. Additionally, the first portfolio analysis (up to 10 holdings) is free under pay-as-you-go credits.
How much does Diversiview cost?
Diversiview starts at $49 per month for the SMSF/Retail plan (billed monthly) or $490 per year (save 17%). Professional is $99/mo, Practice is $299/mo. Pay-as-you-go credits cost $2 AUD per credit, with most actions at 10 credits.
Who is Diversiview best for?
It's best for SMSF trustees, self-directed retail investors, financial planners, and advisory firms that need portfolio optimization with a quantitative edge. It's not aimed at complete beginners or those who just want simple portfolio tracking.
What is Diversiview's Dual-Objective Optimisation Approach (DOOA)?
DOOA is Diversiview's proprietary method that goes beyond traditional mean-variance optimization to calculate allocations that aim to achieve higher expected return and lower risk simultaneously.
What are the top alternatives to Diversiview?
Alternatives include traditional portfolio analysis tools like Morningstar Direct, Bloomberg Portfolio Analytics, or software like Riskalyze and Holistiplan. However, Diversiview focuses on dual-objective optimization and is tailored for retail investors and advisors with a pay-as-you-go option.
Does Diversiview support integration with my broker?
Yes, Diversiview integrates with 20+ broker/platform integrations to import your holdings for analysis.
