We are pleased to announce the addition of an Asset Allocation view in Portfolio Lab. In this view you can analyze the asset class breakdown of your portfolios based on robust ETF and mutual fund data licensed to Kwanti by Morningstar.

 

 

Portfolio Lab uses 12 asset classes, including 5 for stocks and 4 for bonds. The main features are:

  • pie and bar chart views
  • a grid view – exportable to Excel – with contributions of each position
  • a comparison function for the asset allocation of two portfolios side-by-side

You can drill down this asset allocation data in many ways. For example, display the asset allocation for each position in the asset profile view, as shown below:

 

 

Finally, the asset allocation view is included in the PDF report, with optional side-by-side comparison against a model portfolio or any other portfolio.

For more information, please refer to the user manual.