Fundpeak support
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Find clear answers and step-by-step guidance for Fundpeak factsheet production.
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Knowledge Base categories
Charts
- Annual Performance Chart
- Asset Allocation History (Chart)
- Asset Allocation charts and table
- Asset Class Exposure
- Consecutive Gains (Losses)
- Correlations (chart)
- Cumulative Returns (Equity)
- Displaying amounts/labels in charts
- Distribution of Monthly Returns
- Distribution of Quarterly Returns
- Distribution of Rolling Annual Returns
- Drawdown chart
- Dynamic and Interactive charts
- Excess Returns Charts and Tables
- Geographic Exposure
- Holding Period Exposure
- How to long, short, and net positions in a chart
- Market Cap Allocation
- Monthly Returns
- Portfolio Composition Chart
- Return (Performance) Contribution
- Return Report
- Risk Rating
- Risk/Return Chart
- Scatter plot (Manager Consistency)
- Strategy Exposure
- Style Analysis (Chart)
- Up/Down Capture vs. Benchmark
- Up/Down Market Outperformance (Chart)
- VAMI chart
- Volatility chart (12 months rolling)
Data Import
- Available fields for Mass Portfolio Composition Import
- Creating Import file / Mass import file
- Import performance data for multiple programs
- Import Sector Allocation History
- Most common mistakes when importing data.
- Set Auto-import
- Total Mass Import
- Update and import fund terms
- Update and import performance data for a single program
- Update and import portfolio composition
- Update or import your data
- Use FTP to update my factsheets
- Using Excel AutoFill for dates
- ESG ratings and factsheet controls
Factsheet Publishing
- Add "Download PDF" button to your website
- Automatic PDF generator
- Display entire fund factsheet on my website (without widgets)
- Display the entire factsheet on my website
- Favicon for online reports
- How to Protect Your Factsheets with a Password
- Pdf print settings
- Share factsheets
Other
- Add new programs
- Adding Google Analytics tracking code
- Adding images to articles
- Articles
- Articles – Inteligent
- Avoid Formatting Issues When Copying Content
- Basic tutorial video how to use TopSheets
- Change password
- Checking HTML code
- Client Portal
- Copy a program
- Create factsheets in multiple language versions
- Delete data
- Difference between programs and portfolios
- Disable new device sign up alert
- Export Fund Terms / Links to all reports
- Financial Data
- Invoice or receipts
- Leverage in Portfolio
- Login Attempt Limit
- My program doesn’t show up in the TOP 10 tables.
- Organize factsheets into folders
- Paragraphs vs Line breaks
- Points vs commas
- Portfolio holdings and allocation templates
- Program and template adjustments
- Refer our service
- Save changes made to custom template
- Save credit cards for next payments
- Save your Factsheet
- Set up your custom domain name
- Two-factor authentication (2FA)
- Read-only access to TopSheets
Performance Data
- Displaying daily data in default templates
- Highlight estimates in performance table
- How to display live and backtested results in a single table or chart
- How to display net and gross results in a single factsheet
- Update and import AUM data
- Update and import performance data for a single program
- Update or import your data
Portfolio Composition
- Available fields for Mass Portfolio Composition Import
- Top Holdings
- Portfolio Duration
- Credit Rating
- Bond Metrics
Program Information
- Abbreviate large numbers in the General Information table
- Advisor fees in Program
- Change administrator
- Change program name
- Create multiple factsheet versions with Fund Classes
- Custom Fields
- Delete Programs
- High-water Mark
- I cannot find where to fill some fields displayed in my template
- Notional Funding
- Program identifier
- Restore archived factsheets
- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
- UCITS SRRI
- Update and import fund terms
- Update disclaimer
- Update programs content
- Update the Fund Manager section in your template
- ESG ratings and factsheet controls
- Morningstar Style Box
Statistics
- 12 Months ROR
- 3 Months ROR
- 36 Months ROR
- Active Premium
- Alpha
- AUM Gains
- Average AuM
- Average Losing Month/Quarter
- Average Market Net Exposure
- Average Positive Month/Quarter
- Average ROR
- Best Year / Best Positive Year
- Beta
- Calculate net returns / Include fees into results
- Calculate the non compounded Drawdown
- Calmar Ratio
- Correlation and Correlation Coefficient
- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
- Downside Deviation (Semi Deviation)
- Drawdown Report
- Excess Returns
- Export statistics to Excel
- Gain Standard Deviation
- GIPS Report
- Hide statistics without values
- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
- Jensen alpha
- Kurtosis
- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
- Last 36 Months Average
- Last Month
- Last Quarter
- Loss Standard Deviation
- Max AuM
- Max Drawdown Valley Date
- Maximum Drawdown
- Maximum Upside
- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
- Monthly Drawdown
- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
- Rachev Ratio
- Rate of Return
- Risk Adjusted Returns
- Risk-free rate
- Sharpe Ratio
- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and non-compounded calculation
- Time Window Analysis
- Total Return
- Tracking Error (Active Risk)
- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
- Winning 12M Rolling (%)
- Worst 12 Months
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns
- Yield to Maturity (YTM)
Tables
- Add benchmarks to statistics table
- Asset Allocation charts and table
- Color of negative months
- Correlation Matrix
- Edit general Information table items
- Editing tables in the text editor
- GIPS Report
- Monthly NAV Prices
- Monthly Performance (Table)
- Portfolio Composition
- Worst Rolling Periods
- Yearly Correlations
- Morningstar Style Box