by Chris | May 6, 2016 | Kwanti Enhancements, Kwanti updates
To analyze your Black Diamond portfolios and accounts, select Import->Black Diamond in Portfolio Lab’s main screen. Once activated, the integration is easy to use. A search function allows quick retrieval of data, as shown below: Benefits: eliminate manual...
by Chris | Jan 26, 2016 | Kwanti Enhancements, Kwanti updates
Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style The weights in the portfolio’s...
by Chris | Jun 2, 2015 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Jun 1, 2015 | Kwanti Enhancements, Kwanti updates
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...
by Chris | May 27, 2015 | Kwanti Enhancements, Kwanti updates
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:
by Chris | May 21, 2015 | Kwanti Enhancements, Kwanti updates
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.
