The Asset Finder is a powerful tool within Kwanti that simplifies the process of adding assets to your portfolio or model, as well as searching for specific assets within the Asset Profile. Here's how to access and effectively utilize the Asset Finder:
Opening the asset finder
Method 1: From a portfolio
- Click Add above the positions table.
- Type ? in the symbol field.
Method 2: From the Asset Profile
- Type ? in the search box at the top of the Asset Profile screen.
Asset types
The Asset finder organizes assets into tabs by type: Funds, ETFs, Stocks, SMAs, CITs, Indexes, and Custom. The number on each tab shows how many assets it contains.
Note: SMAs are an add-on. See How to access SMA data.
Searching by name
To search:
- Type one or more words from the asset name in the search box.
- Click Search.
The Asset finder uses these rules to match results:
- Multiple words: an asset matches if its name contains all the words you enter, in any order. For example, large cap finds names that contain both "large" and "cap."
- Exact phrase: put words in double quotes to match them as an exact phrase. For example, "large cap" growth finds names that contain the phrase "large cap" and the word "growth." Without quotes, large cap growth finds names that contain all three words anywhere.