by Chris | Oct 24, 2019 | Kwanti Enhancements, Kwanti updates
When using specific dates for performance display, avoid repeating manual entry of these dates by using the favorites list. To add/remove dates in the favorites list, make sure that Date is selected, then click on the down arrow at the right of the...
by Chris | Aug 20, 2019 | Kwanti Enhancements, Kwanti updates
Portfolio income is important for some clients. This analysis estimates the portfolio yield and the timing of portfolio distributions in the next 12 months. Drill down to the income estimate and the yield detail calculation tables Compare the income and yield of two...
by Chris | Nov 26, 2018 | Kwanti Enhancements, Kwanti updates
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 –...
by Chris | May 31, 2018 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Apr 28, 2018 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Dec 20, 2017 | Kwanti Enhancements, Kwanti updates
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...
