Search Knowledge Base by Keyword Search Benchmarks Add benchmark Add custom benchmark Blended benchmarks Calculate benchmark statistics Delete benchmarks Does the S&P 500 benchmark include dividends in the performance? Dynamic labels for benchmark statistics Charts Annual Performance Chart Asset Allocation History (Chart) Asset Class Exposure 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 Exposure Markets Chart Geographic Exposure Historical Asset Allocation Holding Period Exposure Market Cap Allocation Monthly Performance (Table) Monthly Returns Portfolio Composition (Chart) Return (Performance) Contribution Risk Rating Risk/Return Chart Scatter plot (Manager Consistency) Show long, short, and net positions in a chart Strategy Exposure Style Analysis (Chart) Up/Down Capture vs. Benchmark Up/Down Market Outperformance (Chart) VAMI chart Volatility chart (12 months rolling) Show all articles ( 21 ) Collapse ArticlesCompany Information Company AUM Show a manager photo in reports Social Links Switch between company profiles/sub accounts Upload a disclosure document or an acceptance letter Upload a logo Upload fund documents to your Company Profile Other Add "Download PDF" button to your website Adding Google Analytics tracking code Adding images to articles API Limit Articles Automatic PDF generator Basic tutorial video how to use TopSheets Calculation Methods in Portfolio Change password Checking HTML code Client Portal Client Reporting Copy a program Copy and paste content without formatting Creating Import file / Mass import file Difference between programs and portfolios Disable new device sign up alert Display entire fund factsheet on my website (without widgets) Display the entire factsheet on my website Edit and customize titles, headings and texts Edit general Information table items Edit Portfolio Export Fund Terms / Links to all reports Favicon for online reports Financial Data Install an EA to MT4 Invoice or receipts Leverage in Portfolio Manage Templates from Template Editor My program doesn't show up in the TOP 10 tables. Pdf print settings Portfolio holdings and allocation templates Portfolio Rebalancing Program and template adjustments Protect factsheets with a password Refer our service Save changes made to custom template Save credit cards for next payments Save your Factsheet Send a portfolio report Set up your custom domain name Share factsheets Template Editor Templates customization Tracker Portfolio Translate my Factsheet Undo, Change history, Start over Show all articles ( 37 ) Collapse ArticlesPerformance Data Build a portfolio Consecutive Gains (Losses) Display both the live and backtested data in a single performance table Displaying daily data in default templates Edit cash transactions for MT4 Excess Returns Highlight estimates in performance table Hypothetical portfolio Import NAV Integrate the Fundpeak API Mass Daily Data Import Mass data import Mass Quarterly Data Import Monthly Performance (Current Year) Most common mistakes when importing data. Pull data automatically from Myfxbook Return Report Set Auto-import Top Holdings Trades/Positions (tables) Update or import your data Update Program's AUM Update quarterly performance Upload daily performance Upload data from Interactive Brokers Uploading monthly performance data Use FTP to update my factsheets Worst Rolling Periods Yearly Correlations Show all articles ( 19 ) Collapse ArticlesPortfolios Calculate portfolio composition from trades or instruments Delete data Import Custom Instruments Import data from FCStone Import data from R.J. O'Brien Import Portfolio Composition Import Sector Allocation History Import Trades Mass Portfolio Composition Import Portfolio Composition (Table) Program Information Abbreviate large numbers in the General Information table Change administrator Change program name Change template color Choose template for my program Create multiple versions of your factsheet Custom Fields Delete Programs Difference between Company specific and Program specific Principal Information section Edit general information table items Fund AUM Get Program ID High Water Mark I cannot find where to fill some fields displayed in my template I changed my program information, but certain fields have not been immediately updated. Import Fund Terms Notional Funding Short Program name in Charts Legend Templates for Forex The License Number is not displayed properly UCITS SRRI Update disclaimer Update the Fund Manager section in your template Show all articles ( 13 ) Collapse ArticlesStatistics 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 Correlations (table) Current Drawdown Difference between compounded and non compounded rate of return Downside Correlation Downside Deviation (Semi Deviation) Drawdown Report Export statistics to Excel Fundamental Statistics Gain Standard Deviation Highest/Lowest Annual Return 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 Manually change statistical data 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 Points vs commas 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 noncompounded 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 (%) Year To Date (YTD) Yearly Drawdown Yearly Returns Show all articles ( 75 ) Collapse ArticlesWidgets Display a list of my funds on a website? What is a widget and how to add one to a website? Widgets not working in Wordpress