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Using model watchlist

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Please Note: This feature is currently in beta test. Please contact support@kwanti.com for early access.

 

The Model Watchlist displays your models in a single table so you can view composition, risk, and performance metrics across your lineup without opening each model individually. It works like the asset watchlist, but tracks entire models rather than individual securities.

 

Accessing the model watchlist

  • Launch Kwanti and navigate to the Portfolio Analytics section.
  • Click the Watchlist button at the top of the screen, then select the Models subtab.
Model Watchlist screen in Kwanti with the Models tab selected. The navigation controls along the top are a back arrow, the Models Watchlist dropdown (set to "Model Watchlist") for switching between watchlists, and New, Edit, Save As, and Settings buttons. Below them, the Assets and Models tabs switch between asset and model watchlists. Above the grid are an Add link for adding models, a position count (6 positions), a Columns dropdown for choosing which columns to display, and an Excel icon for exporting. The grid lists one model per row, with the columns Name, Risk Score, Composition, Rebalance Strategy, Yield (%), Expense Ratio, 1YR Performance, Return 3Y (Annualized), and 1Y Sharpe. It is currently sorted by Risk Score from high to low.

 

Creating a model watchlist

The first time you open the Models subtab, Kwanti prompts you to create one:

  • Click New.
  • In the dialog box, enter a name for the watchlist (for example, Core Models or Client Sleeves).
  • Click Ok.

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

Creating a new model watchlist in Kwanti. The New button in the top bar is highlighted, with an arrow pointing from it to the New watchlist dialog that opens when you click it. The dialog asks you to enter a title for the watchlist and has a text field, filled in here with "my model watchlist." Below the field are a Cancel link, which closes the dialog without creating a watchlist, and an Ok button, which creates it. Behind the dialog, the Model Watchlist screen stays open with the Models tab selected.

 

Adding models to your model watchlist

  • Click the Add button at the top of the watchlist.
  • Select the models you want to include from the dropdown.

You can add any model in your account, not only models built by hand in Kwanti. This includes models imported from integration partners such as Advyzon, iRebal, Nitrogen, and Orion, and any model from the Model Marketplace.

Note: If you delete a model that you imported via an integration partner from Kwanti, that model is also removed from any model watchlists.

 

Customizing columns

Name 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:

  • Composition and holdings: Composition, # of Holdings, Rebalance Strategy, Source
  • Performance: 1Yr Performance, Inception return, plus a Return column you can add for specific periods (1m, 3m, 1y, 3y annualized, 5y annualized, 10y annualized, Ytd, Mtd, Qtd)
  • Risk: Risk Score, Volatility, Drawdown, Sharpe, Sortino, Alpha, Beta, Up Capture, Down Capture, Info Ratio
  • Fee and yield: Advisor Fee, Expense Ratio, Yield (%)

To choose which columns display:

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

Your selection saves automatically.

The Columns dropdown on the Model Watchlist screen in Kwanti. The Columns button above the right side of the grid is highlighted, and its menu is open. The menu lists checkboxes for choosing which columns to display. Checked columns are shown in the grid and unchecked columns are hidden. The checked options are Rebalance Strategy, Expense Ratio, Yield (%), 1Yr Performance, Risk Score, and Composition. The unchecked options are Source, Advisor Fee, # of Holdings, and Inception return. Below these are expandable groups of related metrics: Drawdown, Volatility, Sharpe, and Sortino. Volatility is expanded to show 1Y Volatility, 3Y Volatility, and 5Y Volatility, all unchecked. The menu scrolls, so more options may appear below Sortino.

Adding metrics for specific periods

Several categories — Drawdown, Volatility, Sharpe, Sortino, Alpha, Beta, Up Capture, Down Capture, Info Ratio, and Return — expand to offer timeframes. Each timeframe you select becomes its own column.

  • Click the category to expand it.
  • Check the timeframes you want.

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 model watchlists

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

  • Use the watchlist dropdown at the top of the screen to switch between your model watchlists.
  • Click New to create an additional watchlist.
  • Click Save As to duplicate an existing watchlist with a new name.
Switching between model watchlists in Kwanti. The dropdown arrow next to the Models Watchlist field is highlighted, and the list is open. It shows two watchlists: Model Watchlist, which is grayed out because it's the one currently selected, and Third-Party Models. Selecting a name from the list opens that watchlist. The New, Edit, and Save As buttons sit to the right of the dropdown, and the Model Watchlist grid, with the Models tab selected, is visible below.