1. Kwanti Support
  2. User guide
  3. Asset profile

Editing asset metrics

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You can edit certain metrics for custom assets, such as assets with imported history or unrecognized symbols that use a proxy. Editable fields are marked with a pencil icon in the asset profile.

 

Opening the asset profile

Method 1: From a portfolio

  • In the positions table, click the magnifying glass next to the custom asset.
A portfolio’s position list in Kwanti, with the magnifying glass icon highlighted next to a custom asset for viewing that asset’s details.

Method 2: From the Asset tab

  • Click Asset at the top of the Kwanti home screen.
  • Type the custom ticker, for example @ALKEON, or use the Asset finder by typing '?' in the search box.
Searching for a custom asset in Kwanti’s Asset Profile, where typing part of a symbol shows matching assets to select.

 

Editing a field

  • Click the pencil icon next to a field to edit it.
  • The fields you can edit depend on the type of proxy the asset uses.

For a custom asset with imported history, you can edit:

  • Asset name: the description next to the ticker, for example Custom Asset.
  • Imported history: the history the asset uses. See Asset Excel for how to import history.
  • Price: the latest price shown at the top right.
  • Yield TTM: in the Return metrics table.
  • Asset Class: on the Allocation tab.
  • Bond Style: on the Allocation tab.
Asset Profile for a custom asset in Kwanti, with pencil icons highlighted for editing the asset’s name, imported history, yield, allocation, and price.
Asset Profile for a custom asset in Kwanti, with the Allocation panel set to Bond Style and pencil icons highlighted for entering the asset’s average duration and average quality.

 

Allocation limits

On the Allocation tab, you can edit only Asset Class and Bond Style. To change the Stock Sector, Stock Style, or Stock Region breakdown of a custom asset, email support@kwanti.com.