Diversiview
My work on investment-analysis software that helps people examine how a portfolio fits together.
The question
How do you examine an investment portfolio as a whole, rather than judging each holding on its own?
A list tells you what someone owns. Understanding how those investments behave together takes a bit more work.
My involvement
I worked on Diversiview through Resync Digital, now Atas.AI. My involvement was in the software behind its investment-analysis tools.
What the product covers
Diversiview gives users ways to:
- Examine diversification across a portfolio.
- Explore different allocations.
- Compare expected return and risk before making a decision.
There’s quite a lot behind the question of how much to put where. The application makes those comparisons visible. Diversiview’s website has more about the analysis tools.
Project details
- Role
- Developer through Resync Digital
- Organization
- Diversiview