Global settings control Kwanti options for display privacy, the date used for prices and performance (such as month end), your logo, and risk questionnaires. To open them, click Settings in the top right corner of your Kwanti screen.
Data
The Show prices and performance as of setting controls which date Kwanti uses for prices in all charts and reports.
- Last available (default): uses the last available end-of-day market prices.
- Previous month or Previous quarter: uses prices as of the last day of the previous month or quarter, rather than the last market day.
For example, use Previous month when a portfolio mixes investments priced monthly with investments priced daily. This keeps the valuations aligned.
Important: After you change this setting, you need to restart the application.
Display
To blur other client names while you work in a client, turn on Privacy Mode. See Privacy Mode for details.
Logo
You can add or update your logo here. Your logo appears on PDF reports and risk questionnaires.
Risk Questionnaire
You can create custom questionnaires and edit the opening and closing messages here. See Customizing Questionnaires for details.