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, indexed annuity...):
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.
*Note: For Bond proxy's, the proxy is used to model performance (without combining coupon info, because the proxy's return already includes a generic coupon return). The coupon is used to calculate the estimated income.
If no appropriate proxy exists
- Import the asset's history if available