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Basic

$75
  • per month
    if billed annually
    $100 per month
    if billed monthly
  • Manage up to 3 fundsCreate and manage factsheets for up to 3 funds.
  • Manage up to 3 fundsCreate and manage factsheets for up to 3 funds.
  • 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
  • Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
  • 300+ investment statisticsUse a broad library of risk, return and performance statistics.
  • 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as fund benchmarks.
  • Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as fund benchmarks.
  • Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
  • Full API accessConnect TopSheets with external systems and automate data workflows. Max 200 queries per hour.Learn more
Subscribe
Try it Free

Premium

$150
  • per month
    if billed annually
    $200 per month
    if billed monthly
  • Manage up to 10 fundsCreate and manage factsheets for up to 10 funds.
  • Manage up to 10 fundsCreate and manage factsheets for up to 10 funds.
  • 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
  • Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
  • 300+ investment statisticsUse a broad library of risk, return and performance statistics.
  • 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
  • Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
  • Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
  • Full API accessConnect TopSheets with external systems and automate data workflows. Max 500 queries per hour.Learn more
  • Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
  • Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
  • Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
  • Financial tearsheet automation - best choice
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Try it Free

Plus

$200
  • per month
    if billed annually
    $300 per month
    if billed monthly
  • Manage up to 20 fundsCreate and manage factsheets for up to 20 funds.
  • Manage up to 20 fundsCreate and manage factsheets for up to 20 funds.
  • 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
  • Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
  • 300+ investment statisticsUse a broad library of risk, return and performance statistics.
  • 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
  • Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
  • Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
  • Full API accessConnect TopSheets with external systems and automate data workflows. Max 1000 queries per hour.Learn more
  • Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
  • Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
  • Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
Subscribe
Try it Free

Enterprise

  • Ideal for banks, large asset management firms, fund administrators…
    Contact us for an individual approach and pricing
  • Custom number of fundsThe number of funds is set individually based on your needs and agreement.
  • Custom number of fundsThe number of funds is set individually based on your needs and agreement.
  • 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
  • Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
  • 300+ investment statisticsUse a broad library of risk, return and performance statistics.
  • 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
  • Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
  • Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
  • Full API accessConnect TopSheets with external systems and automate data workflows. Max 2000 queries per hour.Learn more
  • Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
  • Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
  • Fund portalAdd a secure fund portal for publishing fund materials and data.
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