What’s New
Indexes and blends added
Fixed income indexes were added from Bloomberg/Barclays: - Barclays Global Aggregate - Barclays Global Aggregate Hedged - Barclays Global Aggregate ex-US - Barclays Global Aggregate ex-US Hedged - Barclays US Aggregate Bond Index - Barclays US Corporate Investment...
Importing model history
If you made allocation changes to your model over time, you can import the history of changes into Kwanti. To get started, select Import->Portfolio with history from the application initial screen. Using your provided history, Kwanti calculates the performance of...
Rebalancing on client portfolios
Options to simulate rebalancing are now available on client portfolios. Previously, rebalancing was only available for model portfolios. Click on the Strategy selection box to select a rebalancing strategy. Similarly to model portfolios, you can choose from: Calendar...
Stress Test Edits
The Stress Test view is a popular Kwanti feature. You can customize it to your needs: create historical scenarios (choosing your own dates) select which scenarios are shown This is easily done! Simply click on Add Scenario, as shown here: This customization also...
Fidelity link
We are pleased to announce that Kwanti has been approved as a Fidelity third-party vendor. Your client accounts at Fidelity can now be linked into Kwanti, eliminating the need to manually import data. [Press release] Portfolio positions from Fidelity are synchronized...
Easy portfolio grouping
Household views were previously available only for portfolios linked from our partners. The functionality has been extended to all client portfolios. You can even mix portfolios from different sources. To group portfolios into a household view: select New->Group...
Sharing imported assets
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...
Riskalyze integration
We are pleased to announce our partnership with Riskalyze. Make your client portfolio reviews more efficient and create compelling proposals by using Riskalyze with Kwanti. With this integration, you can: Analyze your Riskalyze client portfolios in Kwanti, using...
Portfolio Pathway integration
We are pleased to announce our partnership with Portfolio Pathway. With this integration, data from accounts in Portfolio Pathway is automatically linked and refreshed daily into Kwanti, eliminating the need for manual import. Read more about this integration.
Orion integration
We are pleased to announce two integration points with Orion: Orion client portfolios and models can be imported and automatically synchronized into Kwanti Single sign-on Kwanti app is available in Orion Connect Read more about this integration.
UI improvements
The latest release of Portfolio Lab added several commands and options: 1. Asset button to directly access the profile of stocks, funds, ETFs: 2. Previous quarter option (in global settings): 3. Show/Hide date in the PDF report: 4. When searching assets, the results...
Portfolio Search / Privacy
We added a portfolio search box. This may be useful if you have many portfolios. The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below: The portfolio search...
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