--- title: "Diversiview Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Diversiview Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10008436/Diversiview/" page_type: "product" language: "en" --- # Diversiview Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Diversiview ## What is Diversiview? Diversiview is a unique portfolio analysis and optimisation software that helps investors and investment professionals analyse cross-market and cross-asset type portfolios and optimise their asset allocation to a specific risk-return goal. It covers all listed securities on ASX, NASDAQ, NYSE, BSE, NSE, LSE, HKEX and DFM, and over 7000 Indian Mutual Fund schemes.  Users can also add custom investments to the mix, and choose to import from over 20+ brokers and platforms. ## What is Diversiview used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $299 Usage Based, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Diversiview?[Manage this product listing](https://www.g2.com/products/diversiview/claim_requests/new?auto=true) ## Diversiview Overview Updated September 2026 AI summary Diversiview supports small and midsize businesses with investment and stock portfolio management needs, offering cloud-based tools for tracking investments, analyzing financial data, and managing risk. The platform includes features for portfolio rebalancing, performance metrics, and investment research, while optional capabilities such as modeling, simulation, and visual analytics help organizations make informed decisions and integrate with other systems. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Diversiview 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price $299 Other, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (278) Value For Money 0.0 (0) Value For Money 2.5 (266) Customer Service 0.0 (0) Customer Service 4.5 (273) ## Diversiview alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [HedgeGuard](https://www.capterra.com/p/166999/HedgeGuard/) [4.7 (9)](https://www.capterra.com/p/166999/HedgeGuard/reviews/) Starting price $1500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166999/HedgeGuard/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about Diversiview Overview ### What company size and specific industries is Diversiview built for? Diversiview is designed for financial services professionals and investment organizations, including financial advisors and planners, wealth managers, asset managers, portfolio managers, and self-managed super funds. It also serves self-directed retail investors, making it suitable for both individual users and firms serving clients in investing and wealth management. Features and Usability ### What are the key features of Diversiview? Diversiview offers portfolio management, portfolio rebalancing, and portfolio reporting for investment oversight, plus financial analysis, investment research, and risk management for decision support. It also includes modeling and simulation, what-if analysis, visual analytics, and data import/export, with API access, third-party integrations, and a client portal. Integrations ### Which third-party tools and platforms does Diversiview integrate with? Diversiview integrates with 6 third-party platforms: Alpaca, Chase App, Fidelity, Sharesight, SnapTrade, and Vanguard Authenticator. These integrations cover brokerage, portfolio tracking, and account connectivity, giving Diversiview direct links to major financial services and investment data tools. Getting Started and Support ### What training and onboarding options does Diversiview offer? Diversiview provides live online training, webinars, and documentation to help teams get started. Live online sessions support guided instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Diversiview offer? Diversiview provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users written help for common questions and troubleshooting. Without reviewer feedback on support experiences, no claims can be made about response speed, resolution quality, or overall satisfaction. ## Features AI summary Based on 877 Hedge Fund reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Diversiview supports all three of the features reviewers value most: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams a clear view of portfolio results, make it easier to review trends and outcomes, and help businesses monitor holdings accurately over time. API Application programming interface that allows for integration with other systems/databases Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk For Investment Advisors Used by financial advisors and money managers For Investors & Traders Used by retail investors and active traders/day traders Investment Management Manage and handle financial assets as well as other investments. Diversiview 19 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investment Management: Manage and handle financial assets as well as other investments. - Investment Research: Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Portfolio Reporting: Visualize and measure the performance of portfolios - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Stock Management: Manage the buying, selling, and holding of stocks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - What-if Analysis: Provides varying estimates based on different scenarios --- ## Pricing Free Trial Non-commercial usage $2USD / credit point Commercial (Professional) $299.00 Usage Based,Per Month ## Integrations [ Chase App](https://www.capterra.com/p/176211/Chase-App/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Sharesight](https://www.capterra.com/p/207519/Sharesight/)[ Vanguard Authenticator](https://www.capterra.com/p/131095/Vanguard-Authenticator/)[ Alpaca](https://www.capterra.com/p/10020509/Alpaca/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.