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.