by Chris | Nov 14, 2012 | Kwanti updates
We are pleased to announce the addition of an Asset Allocation view in Portfolio Lab. In this view you can analyze the asset class breakdown of your portfolios based on robust ETF and mutual fund data licensed to Kwanti by Morningstar. Portfolio Lab uses...
by Chris | Nov 12, 2012 | Kwanti updates
We raised the limit of positions per portfolio to 100. This is effective immediately for all subscribers. We plan to raise this limit again in the future as we upgrade the capacity of our servers.
by Chris | Oct 17, 2012 | Kwanti updates
Attach text notes to your portfolios using the Edit->Notes menu in Portfolio Lab as shown below. The notes are saved with the portfolio using the same privacy and encryption processes used for the portfolio positions data. As a convenience, the first line of the...
by Chris | Oct 17, 2012 | Kwanti updates
You can display your name or your firm’s name in the title bar of the Portfolio Lab window. Click on the title bar to open the global settings, type your name then ‘Update’.
by Chris | May 9, 2012 | Kwanti updates
In periods of uncertainty about economic growth, investors may favor dividend producing assets in their portfolios. Recently we added views to chart the distribution history of individual assets. Today, we show how this extends to the portfolio level with the...
by Chris | May 4, 2012 | Kwanti updates
You may inspect an asset’s distributions and historical yield through the Asset Profile view. This view is opened by clicking on the icon at the end of a portfolio position line as shown in the red circle: The dividend and yield chart is displayed at the bottom...
