Searching similar finds assets that resemble a ticker you enter. You can use it to find a replacement fund for a model portfolio, or an alternative asset when tax-loss harvesting.
Getting started
To search for similar assets:
- In the Screener, enter the ticker in the search box.
- Review the criteria Kwanti pre-selects for that ticker (see Pre-selected criteria below).
- Add more criteria to narrow the results. For the full list, see Searching by criteria.
Pre-selected criteria
The criteria Kwanti selects depend on the asset type of the ticker you enter:
- ETF/MF/SMA: Asset Class and Fund Category
- Stocks: Sector and Stock Style
Add additional criteria to refine the search further.