Portfolio Analytics

Analyze and compare allocations
Sector, Style, Region analysis

Asset allocation

Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts.

Features

  • Asset allocation drill downs [more]
  • Look-through analysis by sector, style, region
  • Bond style analysis [more]
  • Funds data provided by Morningstar®