kwanti

Stock Style Allocation

January 26, 2016

Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style

 

StockStyle

 

The weights in the portfolio’s style box are calculated by aggregating the style box weights of the portfolio’s constituents (funds, ETFs, stocks).

For research, you may drill-down each category to uncover the contributions of each investment. You may also compare the style views of two portfolios.

The style view is optional in the PDF report. To add this view to the report, select Add Content -> Stock style

Kwanti at TD Ameritrade Institutional Conference, Feb 3-6

January 25, 2016

veo-med

Kwanti will attend the TD Ameritrade Institutional conference in Orlando, Feb 3-6, 2016.

Visit us on the exhibit floor, Veo village booth #5 where you can see demos of Portfolio Lab’s integration with TD Ameritrade Institutional’s Veo® and discover Kwanti’s roadmap of future improvements.

Learn more about Kwanti’s integration with Veo.

TD Ameritrade, Inc. and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Kwanti’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by AdvisoryWorld. Brokerage services provided exclusively by TD Ameritrade, Inc. member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Asset History Import

June 2, 2015

If an asset is not available in Kwanti’s database and there is no satisfactory proxy to represent it, you can upload its history into Portfolio Lab.

ImportAsset

Portfolio Lab imports the asset’s history from an Excel CSV file that either contains:

  • a list of dates and prices
  • a list of dates and returns

They can be monthly, weekly or daily records. Once imported, all of Portfolio Lab analytics and charts are available and the asset can be used in portfolios.

ImportAsset2

After import, you can edit the history by clicking on the pencil icon as shown above.

 

Asset proxies

June 1, 2015

Assets that are not available in Kwanti’s database – for example, individual bonds – can be assigned a proxy. The proxy can be any index, stock, ETF, or fund.

UnrecognizedAsset

If there is no satisfactory choice for the proxy (for example, the asset may be an unlisted asset that does not correlate to any index or listed investment), an alternative is to upload the asset’s history of prices/returns.

 

Fund Description and Holdings

May 27, 2015

We added a ‘Describe’ command in the Asset Profile view, for mutual funds, ETFs and closed-end funds.

snapDescribe1

This displays the fund’s Morningstar category, the fund’s objective and the top holdings:

snapDescribe2

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