Orion integration

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We are pleased to announce two integration points with Orion:

  • Orion client portfolios and models can be imported and automatically synchronized into Kwanti
  • Single sign-on Kwanti app is available in Orion Connect

Read more about this integration.


UI improvements

The latest release of Portfolio Lab added several commands and options:

1. Asset button to directly access the profile of stocks, funds, ETFs:

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2. Previous quarter option (in global settings):

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3. Show/Hide date in the PDF report:

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4. When searching assets, the results are broken down by asset type:

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We hope you find these improvements useful. As always, your feedback is welcome!


Portfolio Search / Privacy

We added a portfolio search box. This may be useful if you have many portfolios.

The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below:

snapSearchPortfolio

The portfolio search box is available wherever portfolio selection is required. For example, when selecting a portfolio for comparison:

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To display the full portfolio list, click on the arrow at the right of the search box.

 


Position return analysis

Drill-down the source of portfolio return:

  • Best/worst performers
  • Contributions to portfolio return

From the Performance tab, click on the magnifier icon next to the portfolio return, as shown below:

positionReturns

The position return analysis is available for both model and client portfolios.

Learn more about Portfolio Lab’s position return analysis.


Two-step authentication

Two-step authentication provides increased security for your Kwanti account. This additional security is optional and you can enable it in your Account security settings. When enabled, you sign-in to Kwanti in two steps:

  1. You enter your username and password
  2. If valid, Kwanti sends a 6-digit code by SMS to your mobile phone. You enter this code in the Kwanti login interface as shown below:

snapTsaCode

Since the sign-in requires a secret code sent to your mobile phone, it is much more difficult for an attacker to break into your account even if they guess your password.

Don’t ask for codes on this computer !

You may find it inconvenient to enter a code every time you sign in to Kwanti. If this is the case, we recommend checking the box ‘Don’t ask for codes on this computer’ – assuming your computer is in a safe location such as your office. You will retain the main benefit of two-step authentication, which is protection from remote attacks.