Kwanti supports:
- US exchange listed stocks
- ETFs
- Mutual funds
- Closed-end funds
- SMA (Separately managed accounts)
- CIT's (Collective Investment Trusts) - CITs are similar to mutual funds, but they are only available to qualified retirement plans, such as 401(k) and pension plans.
For other investments, such as:
- annuities
- UITs
- structured notes
- individual bonds
- fixed deposits
we recommend using a proxy (either an index or a fund with similar characteristics).
Note that Kwanti does not support:
- options
- short positions