This summer, several enhancements are planned for Portfolio Lab PDF reports.
The first enhancement – released today – is to keep track of the customization made on each portfolio report. Whether you add or remove sections, charts, or change time spans in a PDF report, Portfolio Lab will save the report configuration with the portfolio. When you restart Portfolio Lab at a later time, your custom PDF configuration for the portfolio will be restored.
Stay tuned for more enhancements!
Kwanti’s default asset allocation view is based on data licensed from Morningstar Institutional, to present a detailed asset allocation of the portfolio based on a 13 asset classes breakdown (5 for stocks + 5 for bonds + commodity + cash + other).
Following a request by many advisors, we added a summary view that sums up the classes in stocks and bond asset classes:
To toggle the summary view, click on ‘summary’ on the top right corner of the window.
The summary view is automatically included in the PDF report along with the detailed view.
Show your logo in the PDF reports produced by Portfolio Lab! With the recently added point-and-click upload, in complement to the client/firm customizations, you can now brand your reports in the blink of an eye.
For best results, upload a big size image (at least 400 pixels wide). Portfolio Lab will automatically resize it to achieve the best print quality.
You may have heard about the Heartbleed vulnerability affecting many web sites and possibly exposing private information.
We have thoroughly reviewed Kwanti’s code and servers. We do not use (and have never used) the versions of openSSL that are susceptible to the Heartbleed vulnerability.
If your portfolio contains an asset with short history, you can still backtest the portfolio for extended periods of time by using backfills. Based on feedback from advisors, the latest release of Portfolio Lab adds enhancements to this functionality.
Choose any asset for backfill
You can choose any stock, mutual fund, ETF or index to act as the backfill (in the previous version, only certain indexes could be used.) The following example shows two backfills, one using a fund and the other one using an index. The backfill portions are shown in blue:
VWNEX (Vanguard Windsor fund Admiral shares) has history only from 2001. To allow backtest before 2001, the history is backfilled with VWNDX (Vanguard Windsor fund Investor shares.) Similarly, IVV ETF price history is backfilled using the S&P500 index Total Return.
The asset you choose as a backfill may itself not have enough history to extend to the desired period length. In this case, Portfolio Lab uses a second backfill.
In the example above, SPVIX (a small-cap mutual fund) has history from 2002. For backfill, SPVAX (the same fund but with a different share class) is used from 1997 to 2002 and the S&P 600 SmallCap Index is used as a second backfill from 1994 to 1997.