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:


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.