by Chris | Jan 6, 2011 | Kwanti updates
Enhanced interface for portfolio optimization: use the slider to glide along the efficient frontier. Assign the weights of the efficient portfolio to the current portfolio, or to a new portfolio.
by Chris | Dec 28, 2010 | Kwanti updates
Portfolio Lab calculates the correlations of either monthly or daily returns: Monthly returns correlation is preferred in the context of strategic investment decisions Daily returns correlation may be useful for short term trading and tactical moves. Note that...
by Chris | Dec 1, 2010 | Kwanti updates
We added a column chart for the backtest results. This chart shows the periodic returns. The frequency is user selectable (weekly to yearly). You may export the chart data to Excel using the icon on the top right of the chart. To change to other chart types, use the...
by Chris | Oct 27, 2010 | Kwanti updates
Feature added: you can backtest by calendar year or use custom date ranges. The selected time range also applies to the Excel export.
by Chris | Oct 3, 2010 | Kwanti updates
Added in Portfolio Lab “risk/return” and “ETF correlations” views: FTSE/Xinhua China 25 Index (FXI) MSCI Australia (EWA) MSCI Brazil (EWZ) MSCI Canada (EWC) MSCI France (EWQ) MSCI Germany (EWG) MSCI South Africa (EZA) MSCI South Korea (EWY)...
by Chris | Sep 16, 2010 | Kwanti updates
A new command ‘Compare’ is situated under the performance metrics table. You may select any of your portfolios to compare with the current portfolio, making it easier to compare the portfolios returns, alpha, beta and other statistics. In the example...
