Fund Description and Holdings

We added a ‘Describe’ command in the Asset Profile view, for mutual funds, ETFs and closed-end funds.


This displays the fund’s Morningstar category, the fund’s objective and the top holdings:


Stock Sectors in PDF

Stock Sector Analysis has been added to the PDF report. To add this section to the report, click on ‘Add Content…‘ in the PDF editor.


Stock sector analysis

Portfolio Lab’s allocation analysis has a new Stock Sector view.

In this view, Portfolio aggregates sector information of equity positions in the portfolio. For ETF and fund positions, Portfolio Lab uses the sector breakdown of the equity portion of the fund. The result is a portfolio-level view:

Stock Sectors


You may group the sectors into “super sectors”:



You may also:

  • click on a sector or super sector for a drill down analysis of position contribution
  • compare portfolios
  • export the data to Excel

The sectors and super sectors are defined according to Morningstar® sector classification methodology. For details please refer to Portfolio Lab’s user guide.

Resize or move your logo in PDF

The size and position of your logo on the PDF cover page can be changed easily.

In Portfolio Lab’s PDF window, place your mouse over the logo to reveal the editor box. Then, use the drag bar to move or the corner handles to resize. Your new logo position and size will apply to all portfolios.


In an upcoming release, the move/resize functionality will be extended other elements of the PDF cover (author, title, client name).

Visit us at TD Ameritrade Institutional Conference, San diego Jan 28-30


Kwanti will attend the TD Ameritrade Institutional conference in San Diego, Jan. 28-30.

Visit us on the exhibit floor, booth #4K34 where you can see demos (including Portfolio Lab’s integration with TD Ameritrade Institutional’s Veo®) and discuss Kwanti’s roadmap for future improvements.

Learn more about Kwanti’s integration with Veo.

TD Ameritrade, Inc. and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Kwanti’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by AdvisoryWorld. Brokerage services provided exclusively by TD Ameritrade, Inc. member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.