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What is Trendlyne?

Adopt customized strategies that have proven to yield positive results, facilitate immediate notifications, and perform stress evaluations on your investment portfolio. Integrate high-yield, backtested screening tools that can significantly improve your holdings. DVM strategies pinpoint top-performing stocks, helping you avoid investments that may not deliver. Engage in detailed portfolio assessments to enhance your decision-making process. Review your portfolio's net asset value (NAV), analyze your buy, sell, or hold decisions, and keep track of your earnings alongside valuation growth for a comprehensive view of your financial status. This comprehensive strategy not only sharpens your investment techniques but also provides the knowledge necessary to confidently manage market variations. Ultimately, such an approach can lead to a more resilient investment portfolio that can adapt to changing economic conditions.

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

Hedge3 Turnkey Wallet

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

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

Trendlyne

Company Location

India

Company Website

trendlyne.com

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

Portfolio Analysis

Not specified

Stock Analysis

Not specified

Stock Screeners

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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