Visit us at T3 conference, Miami Feb 11-13

Kwanti will attend the Technology Tools for Today (T3) conference in Miami, Feb. 11-13.

Visit us on the exhibit floor, booth #107 where you can see demos (including preview of upcoming Portfolio Lab’s Android and iPad applications) and discuss Kwanti’s roadmap for future improvements.

 

 


Asset allocation view

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.


Increased limit for portfolio size

We raised the limit of positions per portfolio to 100. This is effective immediately for all subscribers. We plan to raise this limit again in the future as we upgrade the capacity of our servers.

 

 


Portfolio notes

Attach text notes to your portfolios using the Edit->Notes menu in Portfolio Lab as shown below. The notes are saved with the portfolio using the same privacy and encryption processes used for the portfolio positions data.

As a convenience, the first line of the notes is displayed in the porfolio list view.


Personalize: your name in the title bar

You can display your name or your firm’s name in the title bar of the Portfolio Lab window. Click on the title bar to open the global settings, type your name then ‘Update’.