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Product News

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.

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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