by Chris | Apr 9, 2015 | Kwanti Enhancements, Kwanti updates
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....
by Chris | Feb 24, 2015 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Jan 19, 2015 | Kwanti updates
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...
by Chris | Jan 15, 2015 | Kwanti updates
“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.
by Chris | Nov 5, 2014 | Kwanti updates
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...
by Chris | Oct 30, 2014 | Kwanti updates
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...
