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
- Money market funds are not supported at this time. Please use a CASH position instead.
If an asset is not available in Kwanti's database, you can either:
- Import the asset's history if available
- Assign a proxy
Proxy example: individual bond
Enter the bond's CUSIP and choose an appropriate index (Corporate Bond Index, Treasury Index, Muni Index...):