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Product News

​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.

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.

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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Disclaimer: THE RISK OF LOSS IN TRADING COMMODITY FUTURES, OPTIONS AND FOREIGN EXCHANGE (FOREX) CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN FUTURES AND FOREX TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADE ONLY WITH RISK CAPITAL.