Activate the integration
To use this integration, you need first to activate it:
Sign in to Kwanti, click on Integrations->iRebal, then follow the instructions.
Note: blended models are not supported at this time and won't be imported into Kwanti.
In iRebal, ensure that your models are marked 'vendor-shared' as shown below:
To look at your iRebal models into Kwanti:
- In Kwanti Portfolio Lab, select Import->iRebal
- Click on the model you wish to import
- iRebal to Kwanti:
The iRebal models imported into Kwanti are refreshed automatically every time you restart Kwanti.
- Kwanti to iRebal:
You can modify an iRebal model in Kwanti, but it is not automatically saved back to iRebal. To save the model back to iRebal, click Save at the top of the portfolio window.
Creating iRebal models from Kwanti models
The above instructions explain how to import and modify iRebal models in Kwanti.
On the other hand, you may have created models in Kwanti, that you wish to export to iRebal. Use the command Edit->Export to iRebal to create an iRebal model from a Kwanti model.