If an asset is not available in Kwanti’s database and there is no satisfactory proxy to represent it, you can upload its history into Portfolio Lab.

ImportAsset

Portfolio Lab imports the asset’s history from an Excel CSV file that either contains:

  • a list of dates and prices
  • a list of dates and returns

They can be monthly, weekly or daily records. Once imported, all of Portfolio Lab analytics and charts are available and the asset can be used in portfolios.

ImportAsset2

After import, you can edit the history by clicking on the pencil icon as shown above.