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Using folders

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Folders let you organize your portfolio list, and you can nest folders inside other folders to build the structure that fits your needs.

 

Creating a folder

In the portfolio list, click New > Folder.

New dialog in Kwanti’s Portfolio Analytics, with the Folder option highlighted for creating a container for portfolios.

Note: Folders only categorize portfolios and have no other features. To store current client and prospect portfolios with a risk profile, use a Client instead.

 

Moving portfolios to folders

You can move portfolios in any of these ways:

  • Drag the portfolio onto the folder.
  • Select one or more portfolios in the checkbox column, then click Move.
  • Click the folder icon at the right end of the portfolio’s row.
  • With the portfolio open in the Portfolio view, click Edit > Move.

Kwanti’s portfolio list with two portfolios selected using the checkmark column, and the Move button highlighted for moving them to a folder.

 

Renaming a folder

Open the folder and click the pencil icon next to the folder name.

Clicking the pencil icon next to a folder name in Kwanti opens a menu where you can choose Rename to change the folder’s name.

 

Converting a folder to a client

If you set up folders to act as client folders, you can convert them to clients.

To convert a folder:

  1. Open the folder you want to convert.
  2. Click the pencil icon.
  3. Select Convert to client folder.

Clicking the pencil icon next to a folder name in Kwanti opens a menu where you can choose Delete to remove the folder.

 

Deleting a folder

Select one or more folders in the check column, then click Delete. You can delete portfolios, folders, and clients together this way.

 

Shared folders

If another Kwanti account shares portfolios with you, they appear in a ‘Shared by…’ folder. You cannot change this folder. See Sharing portfolios for details.

 

 

Video Tutorial: