One of the most requested features from Diversiview users – Analyse with Preferred Returns!
Diversiview is the #1 AI-based Portfolio Optimisation tool for active investors who want to boost their portfolio performance.
Why preferred returns?
Diversiview calculates the total Expected Portfolio Return as the weighted average of the expected returns of the individual investments within that portfolio.
By default, the individual expected returns are calculated using the historical returns of that investment during the immediate past 3 years.
However, many factors will impact on any investment’s future performance and experienced investors make their own judgements about how that performance will look like.
Those assessments can now be used in Diversiview to analyse the overall portfolio health and performance.
It’s now easy to enter your own predicted return instead of the calculated values. Here’s a quick overview of how you can use it: