Portfolio list view – Kwanti Support

The portfolio list is the first screen you see when you open Kwanti. It shows your portfolios, models, clients, and folders, and it is where you open, create, import, and organize portfolios.

Opening the portfolio list

The portfolio list opens automatically when you launch Kwanti.
From the Portfolio view, click the back arrow button in the top left of your Kwanti screen to return to the portfolio list.

Kwanti’s Portfolio Analytics screen, showing the toolbar buttons across the top and the portfolio list with each item’s type, title, modified date, notes, and shared status.

An open portfolio in Kwanti, with the back arrow highlighted in the top left corner for returning to the portfolio list.

Opening and adding portfolios

To open a portfolio in the Portfolio view, click its title.
To create a portfolio, model, client, or folder, click New. See Adding portfolios for the difference between model and real portfolios.
To bring in portfolios from other systems, click Import. See the Importing data section for supported sources.

Moving and deleting portfolios

To move portfolios into a folder, select them in the checkbox column, then click Move. See Using folders for other ways to move portfolios.

To delete portfolios, folders, or clients:

Method 1: In the portfolio list, select one or more items in the checkbox column, then click Delete. Use this to delete several items at once.
Method 2: Open a portfolio and click Edit > Delete. See Portfolio operations for the other Edit menu options.

Kwanti’s portfolio list with two portfolios and a folder selected using the checkmark column, and the Delete button highlighted for deleting the selected items.

List columns

The number above the list shows how many portfolios are in your account.

Checkbox column: Select one or more rows to act on them, such as moving or deleting them.
Type: An icon showing what each row is.
- $: A real portfolio, with positions defined by number of shares.
- %: A model portfolio, with positions defined by weights.
- Person icon: A Client.
- Folder icon: A folder.
Title: The name of the portfolio, client, or folder.
Modified: The date you last changed the portfolio.
Notes: The first line of the notes saved with the portfolio. To edit notes, open the portfolio and click Edit > Notes.
Shared: A check mark means the portfolio or folder is shared with other advisors in your firm. To share a portfolio, check its Shared column. See Sharing portfolios for details.

Sharing eligibility

Sharing is available only on firm multi-license accounts with sharing enabled. To enable sharing, email support@kwanti.com.
Portfolios linked from integration partners cannot be shared.
When you share a portfolio that is inside a folder, the folder structure is shared with it.

Sorting the list

Click a column header to sort the list by that column.