Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving you a more complete view when evaluating investment opportunities across asset types—all within the same platform.
What’s Included
Advisors can access a range of key financial metrics, including:
- Earnings Per Share (EPS)
- Price-to-Earnings Ratio (P/E)
- Market Value
- Quick Ratio
- And more
These metrics are integrated into the existing workflow, so there’s no need to switch between external research platforms.
Improved Tools for Security Analysis
With these new data points, you can:
- Perform in-depth research across stocks, ETFs, and mutual funds
- Apply fundamental criteria when screening and filtering securities
- Compare financial characteristics side by side within a consistent interface
Whether you’re identifying high-quality funds, analyzing individual equities, or comparing options across asset classes, the new fundamental data supports more efficient research. By consolidating key metrics within Kwanti, you can reduce reliance on third-party tools and streamline your workflow.
Where to Access the Data
Screener:
Use fundamental metrics to refine your list of stocks, ETFs, or mutual funds. You can add columns for these data points and sort or multi-sort based on what matters most to your analysis.
Asset Profile:
View a security’s fundamental data alongside return, risk, expense, and allocation metrics—all in one place.
This feature is available to all users at no extra cost. Explore it today to deepen your analysis and support informed investment decisions.