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What is Stratiphy?

Receive tailored investment signals that cater to your unique requirements. Leverage our specialized toolkit to create and refine investment strategies that enable full automation of your backtesting and portfolio rebalancing efforts. Produce detailed reports on performance metrics for the assets you choose. Set up notifications linked to market fluctuations affecting your portfolio. We also provide insights regarding carbon emissions at the portfolio level. With our service, you can access performance ratings for each listed asset in the collateral pool, enhancing the customization of the lending experience and increasing trust in collateral quality. Our platform incorporates in-app analytics and investment strategies, including performance evaluations and historical backtesting, which help you generate actionable investment signals. Stay ahead of the competition with customized analytics tailored for each client. Adjust alerts and signals while building portfolios that meet your specific needs. Furthermore, highlight the ESG and carbon emissions performance at both the individual asset and portfolio levels to ensure a thorough understanding of the impact your investments have. This comprehensive approach not only empowers you to make well-informed decisions but also emphasizes the significance of sustainability in your investment strategy, fostering a balanced perspective on returns and responsibility.

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

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

Free
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
Android
iPhone
Mac

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Stratiphy

Company Location

United Kingdom

Company Website

www.stratiphy.io/business

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

Investment Management

Not specified

Portfolio Analysis

Not specified

Stock Analysis

Not specified

Stock Signals

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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