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    Asset allocation summary view

    Kwanti updates July 1, 2014 Link

    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).

    snapAllocSum1

    Following a request by many advisors, we added a summary view that sums up the classes in stocks and bond asset classes:

    snapAllocSum2

    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.

    Your logo in PDF reports

    Kwanti updates June 9, 2014 Link

    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.pdfCoverLogo

    Heartbleed update

    Kwanti updates April 11, 2014 Link

    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.

    Backfill for historical prices [enhanced]

    Kwanti updates January 24, 2014 Link

    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:

    snapBackfill2

    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.

    Double backfill

    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.

    backfillDouble

    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.

    Portfolio Stress Test

    Kwanti updates January 11, 2014 Link

    A stress test is an estimate of portfolio return under various scenarios. With this new feature in Portfolio Lab, you have one more tool to assess portfolio risk that is easy to use, easy to understand and to explain to clients.

    To display the stress test results for a given portfolio, navigate to the Risk tab and select the Stress Test view:

    risk-stress-test

    Portfolio Lab supports stress test scenarios corresponding to the following historical events:

    • Asian crisis (1997)
    • Russian crisis/LTCM (1998)
    • Tech bubble burst ( 2000/2001)
    • WTC attack (2011)
    • Subprime crisis (2008/2009)

    An example of analysis result is shown below. Optionally, you can compare your portfolio against an index, or another portfolio:

    stress test

    The results are also available in table format and can be exported to Excel. For more details on Portfolio Lab’s stress test, please refer to the user manual.

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