Two-step authentication

Two-step authentication provides increased security for your Kwanti account. 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.

To enable two-step authentication, sign in to Kwanti and select ‘Security’ to register your mobile phone.

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, rather than disabling two-step authentication, 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.

 


Portfolio Bond Style

Sensitivity to interest rates and probability of default are the dominant risk factors for bonds. Portfolio Lab quantifies these risks at the portfolio level and position level.

To display the analysis, select Allocation -> Bond Style

allocbondstyle

Duration is a measure of sensitivity to interest rates. It estimates the price gain or loss that would result from a 1% change in interest rates. For example, a bond with a duration of 5 will approximately loose 5% in value if interest rates rise 1%, and gain 5% in value if interest rates decrease by 1%.

The portfolio duration is a weighted sum of the positions durations. You may drill down to each position duration (for funds, the average duration of holdings is shown):

Duration by position

Credit quality indicates the probability of default. It ranges from AAA (high quality) to B (low quality). The portfolio credit quality is a weighted combination of the positions credit qualities. You may drill down to each position credit quality:

Bond credit quality

For more information on this analysis, please refer to Portfolio Lab’s user manual.


Custom asset allocation

A popular feature of Portfolio Lab is its ability to upload custom assets. This is useful if an asset is not in Kwanti’s database, but you have a record of the asset’s monthly, weekly or daily returns, that you wish to use.

As an enhancement, you now have the option to define the custom asset’s allocation. In the Asset Profile view, Allocation tab, select ‘Asset Class’, and click on the pencil icon as shown in the screenshot below:

customassetalloc

A menu appears, allowing you to define the asset allocation for the asset. You can assign a single asset class to the asset, or assign a mix of asset classes by specifying a percentage for each.


Stock Region Allocation

The Stock Region analysis (found under the Allocation tab) summarizes the geographical weights of equities in the portfolio:

snapPfStockRegion

 

The weights for each region are calculated by aggregating the region weights of the portfolio constituents (funds, ETFs, stocks). For research, you may drill-down each region to uncover the contributions of each investment. You may also compare the regions of two portfolios.

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


Showing shares difference in portfolio comparison

When comparing portfolios in a PDF proposal, you may add a Difference column in the holdings table:

snapPfHoldDiff

To add the Difference column, click on existing table columns. A menu appears, allowing you to configure the table.

You may also display the difference in weight or value.