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Display and Analyze Trades in Your Portfolio Factsheets

Thursday, November 15, 2018
Displaying trades is now available not only for programs, but also for portfolios. It is possible to display trades for all programs in your portfolio. Here is how you can make that happen.

Easily Edit Various Fields in Your Fund Factsheets

Thursday, October 25, 2018
Presenting new feature which allows Topsheets users to edit various fields right in their tearsheet.

Use a Quick Edit Tool to Update Your Factsheets

Tuesday, October 16, 2018
Not sure how to edit the selected fields in your factsheet? We made this process easier and faster. You can simply mouseover any field and an icon for a quick edit will appear.

Auto-import Your Data from R. J. O'Brien or FCStone

Thursday, October 11, 2018
Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. That is why Topsheets offer an auto-import feature which allows clients to import financial data directly from brokers and data providers.

New and Improved Navigation Design

Tuesday, October 9, 2018
We’ve introduced a slick and elegant re-design of TopSheets menus and navigation features.These enhancements represent another important step toward providing you with the best possible user experience and making TopSheets as intuitive as possible.

TopSheets Has Moved to a More Secure Server

Thursday, October 4, 2018
We understand that our users expect a secure and private online experience when using TopSheets. That's why we've moved our services to a new and better protected server.

Import Portfolio Composition Data for Various Funds from a Single File

Monday, September 24, 2018
Presenting a function for importing portfolio composition data for multiple funds from one single file.

Import Daily Data for Multiple Funds at once

Friday, September 7, 2018
New function for creating fund factsheets that enables to import daily data for multiple portfolios.

​Produce Multiple PDF Reports With One Click

Tuesday, June 26, 2018
Do you manage a lot of factsheets? Let TopSheets automatically generate PDF reports for all of your factsheets with a single click.

Show Fundamental Statistics in Your Factsheets

Wednesday, June 6, 2018
Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports.

Add Portfolio Widgets to Your Website

Friday, June 1, 2018
Widgets, a favorite tool for TopSheets users, is now also available for reports created in the portfolio builder. Simply copy and paste the widget into your website. It takes just a few clicks.

Find All Your Receipts in a Central Place

Thursday, May 24, 2018
Receipts for credit card payments are now included in a separate module. You will find all your payments here and can also choose a specific payment and quickly generate the invoice.

Show Quarterly Returns in Your Reports

Friday, May 18, 2018
Are your returns best expressed on a quarterly basis? Do monthly statistics not give an accurate expression of your performance? Sharpe, Sortino, and many other statistics can be now calculated on a quarterly basis.

New Client Reporting Tool Available

Wednesday, May 16, 2018
Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface.

Manual vs App Created Factsheets: Which Is Better?

Tuesday, April 17, 2018
Do you produce your precise fund factsheets on a regular basis, but are unsure whether to create the reports manually or automate the whole production process?

8 Mistakes to Avoid in Your Fund Factsheet

Friday, June 23, 2017
Are you afraid of making mistakes in your fund factsheet? Do you want to easily create a well-designed report, which will impress your potential clients and investors? Follow these fund factsheet design tips to avoid basic mistakes.

3 Easy Ways to Add Fund Factsheets to Your Website

Friday, June 9, 2017
What is the best way to present your fund factsheet on your business website?

The 6 Most Frequently Used Statistics in Managed Futures Factsheets

Tuesday, April 4, 2017
Over 50% of fund managers use Sharpe ratio in their fund factsheets.

Benchmark Your Fund Returns with Indexes

Tuesday, February 21, 2017
Thousands of indexes are now also available for your fund factsheets.

Connect TopSheets to MT4 and Myfxbook

Monday, February 13, 2017
Fundpeak launched a new option to automatically import your data from MT 4 and Myfxbook.

Display and Analyze Trades in Your Factsheets

Wednesday, January 4, 2017
Fundpeak is happy to introduce a new feature to show your trades in a profesional factsheet.

Create Factsheets in Colours and Fonts that you Like

Wednesday, December 21, 2016
TopSheets’ users are not limited to basic colour schemes. Set your own template´s colour and choose between five different font types.

Translate Your Reports into Five Languages

Tuesday, December 13, 2016
All default Topsheets templates are now available in five major languages. Provide your foreign clients with factsheets in English, French, Spanish, German or Chinese.

Access Fund Factsheets from All Devices

Thursday, December 8, 2016
Whether you are using the Topsheets administration application on your desktop, smartphone or tablet, the responsive design ensures you always enjoy optimal viewing and the best user experience.

Factsheet Components: Even a QR code can be included in the factsheet

Wednesday, September 21, 2016
Topsheets provides fund information divided into several different categories. These categories consist of various well designed components.

TopSheets Widgets - Add Charts and Tables Directly to Your Website

Thursday, March 17, 2016
Fundpeak is excited to bring a new feature into its fundsheet production. TopSheets‘ Widgets will bring simplicity to your reports, allowing you to save time by quickly connecting your website with a factsheet.

QR code: Now available for your Fund Factsheet

Tuesday, March 15, 2016
It can be challenging to create your own QR code for your fund factsheet. That is why we have added new functionality to our fund factsheet production tool.

Choose Between Five Default Fund Factsheet Templates

Wednesday, July 29, 2015
We have added two new templates, to our current three default templates. As always they come in four different colors and two design versions. You now have a choice of 40 possible combinations!

Display Top Performing Funds on your Website

Thursday, July 9, 2015
Improve the service you offer to your investors on your website! Integrate our new widget which allows you to display TOP performing funds from our CTA Database.

Impress your Clients with Beautifully Responsive Fund Factsheets

Wednesday, June 3, 2015
Attract more visitors to your fund website by fully responsive design. We will create a responsive layout that automatically adapts to desktop, tablet and smart phone devices ensuring the best user experience possible.

Get Better Visual Experience with Interactive Charts

Thursday, May 21, 2015
No more boring numbers! New Dynamic Charts easily create powerful visuals helping tell your data a story.

Manage your Funds in Redesigned Admin

Wednesday, May 28, 2014
We are excited to offer our customers the next generation of our user interface, and delighted to make it easier, faster and more intuitive for you to manage your company profile and edit your funds.

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