Import asset history via Excel

If an asset isn’t in Kwanti’s database, you can import its history from a CSV file of historical prices or returns. Once imported, you can use the asset in any of your portfolios.

What you can import

You can import either:

• A list of historical prices
• A list of historical returns

Use daily prices or returns if they’re available. Monthly prices or returns also work.

Important: Mixing monthly-priced assets with daily-priced assets in a portfolio can produce misleading performance data for periods that don’t start or end on a month boundary.

File format

The file needs two columns:

• First column: the date. Several date formats are accepted.
• Second column: the returns or prices.

Monthly	Monthly	Daily

Importing an asset

1. Click Import, then Asset.
2. Upload the CSV file with the asset’s prices or returns.
3. Choose a ticker symbol for the asset.

Note: Start your ticker with @ (for example, @ASSET1). This makes your uploaded assets easy to manage and keeps them distinct from symbols in Kwanti’s database.

Viewing or deleting imported assets

1. Click Import, then Asset.
2. Click Show previously uploaded assets at the bottom of the window.
3. In the list of your uploaded assets, click an asset to view its details, or click the delete icon on its right to delete it.