by Chris | Mar 27, 2012 | Kwanti updates
An option was added to Portfolio Lab backtest to select how dividends should be treated: reinvested in the corresponding asset (the previous default setting) to cash: the dividends are accrued to the cash position of the portfolio By default, the dividends are...
by Chris | Feb 6, 2012 | Kwanti updates
Portfolio Lab has been improved to take into account advisory fees during backtest, so that you can present truthful performance figures to your client or prospect. Simply specify the fee as an annual percentage of assets (by default, no fees are applied). During...
by Chris | Dec 22, 2011 | Kwanti updates
It is sometimes useful to show several charts on one screen to a client. We have added a small icon on the top right of the Backtest charts as shown below: Clicking on this icon will open another view on the right of the original chart. This allows you to shown a...
by Chris | Dec 21, 2011 | Kwanti updates
You can adjust font size in Portfolio Lab. This control appears on the upper right of the Portfolio Lab window as “A-/A+” buttons: Portfolio Lab will remember your font size preference, so that you don’t have to set it again the next time you log...
by Chris | Oct 25, 2011 | Kwanti updates
Previously, we explained how to visualize the maximum drawdown of a portfolio, a volatility measure that is intuitive for most investors. The latest version of Portfolio Lab is enhanced to also display the recovery from the drawdown. The recovery is the first day...
by Chris | Oct 20, 2011 | Kwanti updates
To display a stock, ETF, or mutual fund volatility, bring up the Asset Profile view by clicking on the magnifier icon in the main portfolio table, as show below. The volatility chart is show at the bottom of the Asset Profile view. The volatility is computed as...
