Using watchlist

Accessing the Watchlist

1. Launch Kwanti and navigate to the Portfolio Analytics section.
2. Click the Watchlist button at the top of the screen.

Creating a Watchlist

The first time you click Watchlist, Kwanti prompts you to create one:

1. Click Watchlist in the top navigation.
2. In the dialog box, enter a name for the watchlist (for example, Tech Stocks or Client Holdings).
3. Click Ok.

Create as many watchlists as you need to organize different groups of assets.

Adding Positions to Your Watchlist

There are two ways to add positions to your watchlist:

Method 1: Add Individual Positions

1. Click the Add button at the top of the watchlist.
2. Type in the ticker symbol of the asset you want to add.

Method 2: Import Multiple Positions via CSV

1. Click the Import button at the top of the watchlist.
2. Select a CSV file from your computer that contains a column with ticker symbols.
3. Kwanti will automatically import all valid tickers from the file.

Note: As long as your CSV file has a column containing ticker symbols, the import will work. The file does not need to follow a specific format.

Customizing Columns

Symbol is a fixed first column. You can add, remove, and reorder the remaining columns to suit your analysis.

Selecting Columns

Available metrics are grouped by type:

• Price and volume: Last Close, Change (%), Change ($), 5D Volume, Prior Day Volume, Avg 10D Volume, Prior Day Range, 52W High/Low
• Performance: 1Yr Performance, plus a Return column you can add for specific periods (1w, 1m, 3m, 6m, Ytd, 1y, 3y, 5y, 10y, 15y, 20y, 25y, 30y)
• Risk: Volatility (%), Beta, Sharpe Ratio
• Valuation and fundamentals: Market Cap ($M), Price-to-Earnings, Price-to-Sales, Price-to-Book, Yield (%), 1Y Category Ranking, Expense Ratio
• Identifier: Symbol, Name

To choose which columns display:

1. Click the Columns dropdown in the top right of the watchlist.
2. Check or uncheck the columns you want.

Your selection saves automatically.

Adding Return Columns

When you select Return, a Return Period dialog box opens with timeframes from 1w through 30y, plus Ytd. Each timeframe you select becomes its own column.

1. Select the timeframes you want.
2. Click Ok.

Reordering Columns

You can customize the order of columns by dragging and dropping:

1. Click and hold on a column header.
2. Drag it to your desired position.
3. Release to drop the column in its new location.

Sorting by Column

• Click a column header to sort by that column in ascending order.
• Click again to sort in descending order.

Managing Multiple Watchlists

Kwanti allows you to create and manage multiple watchlists to organize different asset groups:

• Use the watchlist dropdown at the top of the screen to switch between your watchlists.
• Click New to create an additional watchlist.
• Click Save As to duplicate an existing watchlist with a new name.

By organizing assets into multiple watchlists, advisors can efficiently monitor different sectors, client holdings, or investment strategies.