You may define up to 250 positions in a portfolio.
To add a position:
- Click on the "Add" button in the menu
- Enter the symbol (ticker) for the security
- All positions are in US $.
- US stocks
- US ETFs
- US mutual funds
If an asset is not available in Kwanti's database, you can assign a proxy as shown below.
Enter the asset symbol (for example, bond CUSIP), then click the Unrecognized [Click to edit] section. Type in a description and choose an appropriate Proxy (Municipal Bond, Corporate Bond, CD...):
Depending on your choice of model, you may need to enter additional information. For example for individual bonds, you should specify the price and coupon/maturity.
If no appropriate proxy exists
- Import the asset's history if available