What’s New
Kwanti at TD Ameritrade Institutional Conference, Feb 3-6
Kwanti will attend the TD Ameritrade Institutional conference in Orlando, Feb 3-6, 2016. Visit us on the exhibit floor, Veo village booth #5 where you can see demos of Portfolio Lab’s integration with TD Ameritrade Institutional’s Veo® and discover Kwanti’s roadmap of...
Asset History Import
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 Kwanti Analytics Kwanti imports the asset's history from an Excel CSV file that either contains: a list of dates and prices a list of...
Asset proxies
Assets that are not available in Kwanti's database - for example, individual bonds - can be assigned a proxy. The proxy can be any index, stock, ETF, or fund. If there is no satisfactory choice for the proxy (for example, the asset does not correlate to any index or...
Fund Description and Holdings
We added a 'Describe' command in the Asset Profile view, for mutual funds, ETFs and closed-end funds. This displays the fund's Morningstar category, the fund's objective and the top holdings:
Stock Sectors in PDF
Stock Sector Analysis has been added to the PDF report. To add this section to the report, click on 'Add Content...' in the PDF editor.
Stock sector analysis
Portfolio Lab's allocation analysis has a new Stock Sector view. In this view, Portfolio aggregates sector information of equity positions in the portfolio. For ETF and fund positions, Portfolio Lab uses the sector breakdown of the equity portion of the fund. The...
Resize or move your logo in PDF
The size and position of your logo on the PDF cover page can be changed easily. In Portfolio Lab's PDF window, place your mouse over the logo to reveal the editor box. Then, use the drag bar to move or the corner handles to resize. Your new logo position and size will...
Visit us at TD Ameritrade Institutional Conference, San diego Jan 28-30
Kwanti will attend the TD Ameritrade Institutional conference in San Diego, Jan. 28-30. Visit us on the exhibit floor, booth #4K34 where you can see demos (including Portfolio Lab’s integration with TD Ameritrade Institutional's Veo®) and discuss Kwanti’s roadmap for...
The art of the Samurai Benchmark
"The art of samurai benchmarks" is our latest article as published in Financial Advisor Magazine. Are your benchmarks in order? This article covers rules to select and apply appropriate indices for your investments.
Beyond the S&P500
It is easy to forget that the choice of benchmark plays an important role in calculating risk-adjusted performance metrics such as alpha, beta, the information ratio, up/down capture ratios and more. The S&P500 index (a benchmark for US large cap equity) is the...
Report configuration: holdings table
As you generate a proposal or report, you can easily customize the section describing the portfolio holdings: Point-and-click the rows of the holdings table to change the order of the positions (sort alphabetical, by symbol, by weight). Point and click the columns to...
Educate your clients about risk
"Three visual analytics to educate clients about risk in a bull market" is our latest article as published in Financial Advisor Magazine. In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients...
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