Kwanti’s default asset allocation view is based on data licensed from Morningstar Institutional, to present a detailed asset allocation of the portfolio based on a 13 asset classes breakdown (5 for stocks + 5 for bonds + commodity + cash + other).
Following a request by many advisors, we added a summary view that sums up the classes in stocks and bond asset classes:
To toggle the summary view, click on ‘summary’ on the top right corner of the window.
The summary view is automatically included in the PDF report along with the detailed view.