Export to Excel – Kwanti Support

Export to Excel saves the data from a Kwanti table as a spreadsheet file (.xls) that you can open in Microsoft Excel. Only tables with numbers export. Charts and graphs do not.

Exporting a table

You can export data anywhere you see the Excel icon at the top right of a table or chart. Click the icon to download that data as a spreadsheet.

Asset allocation comparison of two portfolios in Kwanti, with the Excel icon highlighted for exporting the table to Excel.

The examples below show two common exports from the backtest.

Exporting the backtest summary

Click the Excel icon at the top right of the Stats table.

Stats view of a Kwanti performance comparison, listing statistics such as total return, max drawdown, and Sharpe ratio for two portfolios, with the Excel icon highlighted for exporting the table.

Exporting backtest period returns

You can export the backtest’s periodic returns by month, quarter, or year.

Select the Period view of the backtest chart.
Select the frequency you want for the report.
Click the Excel icon.

Exporting period returns from a Kwanti performance chart in three numbered steps: select the Period tab (1), choose a period such as quarterly from the dropdown (2), and click the Excel icon (3).

See Period chart for details on this view.

Note: To save a chart as an image instead, use the snapshot function. See Taking snapshots for details.