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What is InvestSpy?

InvestSpy is an advanced platform for investors looking to optimize their portfolios and improve their investment strategies. It offers comprehensive tools to analyze securities, track portfolio performance, assess risk, and evaluate correlations between securities. The platform also provides valuable insights into the factors contributing to portfolio performance, enabling users to make data-driven decisions that maximize returns and minimize risks. InvestSpy is the go-to tool for both experienced and novice investors looking to gain an edge in the market.

What is Diversiview?

Diversiview by LENSELL is a cloud-driven portfolio analysis and optimisation solution designed to help both everyday investors and financial professionals strengthen and improve their investment portfolios. With Diversiview, investors can: - Measure a full range of portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Examine diversification in depth at the individual asset level. - Visualise how their portfolio is expected to perform based on its current allocation, as well as compare it to thousands of alternative allocation possibilities. - Generate efficient allocations along the Efficient Frontier — including the Minimum Risk Portfolio, Optimal Portfolio, and other efficiency-focused positions — all powered by our distinctive Dual-Objective Optimisation Approach (DOOA). - Backtest their allocation strategy to understand potential historical performance. For advisers, Diversiview provides additional capabilities: storing unlimited portfolios, linking portfolios to clients, establishing benchmarks, building and maintaining model portfolios, and performing fast rebalancing and reoptimisation.

Media

No images available

Media

Integrations Supported

Integrations Supported

Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

API Availability

API Availability

Has API

Pricing Information

$0
Free Version

Pricing Information

For individual, non-commercial use: buy and use credit points on demand

For business/commercial use: Subscription

White labelling and API integration available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

InvestSpy

Date Founded

2015

Company Location

United States

Company Website

www.investspy.com

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

Finance

Not specified

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Portfolio Analysis

Not specified

Stock Portfolio Management

For Investment Advisors
Portfolio Rebalancing
Risk Management

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