One of Portfolio Lab’s most popular feature just got better!

Importing assets with their history is used:

  • for assets not available in Kwanti’s database (for example, non publicly traded assets)
  • to present a proprietary strategy

It is now easy to share this imported data between advisors in your firm (assuming a multi-license setup). This way, only one import operation is necessary, and the imported data seen by advisors is synchronized automatically.

To share an imported asset with other advisors, use the ‘Shared’ setting in the list of uploaded assets:

Read more about this enhancement.